美股異動|新東方盤前漲超1.8% 獲摩根大通上調評級至“增持”
新東方(EDU.US)盤前漲超1.8%,報56.51美元。消息面上,摩根大通發表研究報告指,新東方的股價經過修正後,股票表現變得更爲吸引,因此將其評級由“中性”上調至“增持”,因其2026財年(截至2026年5月)的投資前景較2025財年更具吸引力。摩通預計新東方將很快宣佈更可持續的股東回報政策,目標價由48美元上調至62美元。
另外,中國人民銀行等六部門聯合印發《關於金融支持提振和擴大消費的指導意見》。有分析指出,政策鼓勵金融機構向教育行業提供貸款支持,尤其是職業教育、技能培訓等非學科類教育機構。教育機構有可能獲得更多融資機會,推動業務擴張和課程升級。(格隆匯)
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