美股異動 | 高途盤前升超4% 機構看高目標價至3.8美元 料Q4總收入增15%
高途(GOTU.US)盤前升4.23%,報3.45美元。交銀國際預計高途2023年4季度總收入同比增15%至7.26億元,好於此前公司指引的6.68億元-6.88億元(同比增6.1%-9.3%)。高途佳品暫未合併報表,2024年或貢獻高途淨利潤約1200萬元,基本維持2024-2025年財務預測,考慮K12業務利潤率持續優化(好於此前預期約2個百分點),對應2024年線上教育17倍市盈率,上調目標價至3.8美元(原3.1美元),維持買入評級。

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