AI教育产业跟踪:多邻国2025Q2业绩超预期 国内AI教育有望迎来催化

国信证券
Aug 08

事项:2025 年8 月7 日,多邻国发布FY2025Q2 业绩,收入及调整后EBITDA 利润率表现超出彭博一致预期,此外公司上修2025 年全年收入及调整后EBITDA 利润率指引,验证AI 教育应用盈利能力。国信社服观点:1)建议关注AI 教育国际龙头强劲财报对国内AI 教育赛道的情绪催化:二季度多邻国面临社交平台舆论事件的短期扰动,但当季营收与调整后EBITDA 均超出彭博一致预期,同时...

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