Group 1 - 31 provinces in China have announced their economic growth rates for 2025, with nearly half exceeding last year's targets. Tibet leads with a growth rate of 7%, followed by Gansu at 5.8% and Hebei and Henan at 5.6% [4] - Shenzhen Metro Group has provided an additional loan of 2.36 billion yuan to Vanke for debt repayment, with a three-year term and an interest rate of 2.34% [4] - Hang Seng Bank has officially delisted from the Hong Kong Stock Exchange, following a privatization plan by HSBC that was approved by the Hong Kong High Court [5] Group 2 - ByteDance has implemented new social media guidelines prohibiting employees from using company resources for personal profit, which is expected to significantly reduce the number of commercial accounts operated by employees [6] - Amazon announced a restructuring that will affect nearly 16,000 jobs, while continuing to recruit talent in key strategic areas [7] - Tesla plans to cease production of the Model S and Model X vehicles to focus on its "Optimus" robot production line, marking a shift towards a future based on autonomous driving [9] Group 3 - Meta reported fourth-quarter revenue of $59.89 billion, a 24% year-over-year increase, with advertising revenue also up by 24% [17] - Microsoft announced second-quarter revenue of $81.27 billion, with significant contributions from its cloud and productivity segments [17] - Tesla's fourth-quarter revenue was $24.90 billion, a 3% year-over-year decline, with net profit down 61% to $840 million [17]

Group 1 - Tesla's Q4 2025 revenue is projected at $24.901 billion, with earnings per share of $0.5, exceeding expectations, and a gross profit margin of 20.1% [2] - Industrial Fulian expects a 56%-63% year-on-year increase in net profit for Q4 2025, with AI server revenue growing over 50% quarter-on-quarter due to surging global AI computing demand [2] - ASML's Q4 2025 net sales reached €9.7 billion, a record high, with order intake of €13.2 billion, double the expectations, driven by demand for extreme ultraviolet lithography machines [2] Group 2 - Seagate Technology anticipates Q3 revenue of $2.9 billion, significantly above analyst expectations of $2.77 billion, indicating a continued recovery in storage industry demand [3] - New Oriental reported Q2 FY2026 net revenue of $1.191 billion, a 14.7% year-on-year increase, with operating profit soaring 244.4% [5] - TSMC benefits from ASML's record orders, with demand for extreme ultraviolet lithography machines driving its advanced process capacity [5] Group 3 - SK Hynix plans to establish a new company focused on AI solutions in the U.S., committing at least $10 billion to advance its AI strategy [9] - Meta's Q4 2025 revenue reached $59.893 billion, a 24% year-on-year increase, with net profit of $22.768 billion, reflecting strong performance [9] - Microsoft reported Q2 FY2026 revenue of $81.27 billion, a 17% year-on-year increase, with intelligent cloud revenue growing 29% [9] Group 4 - Samsung Electronics introduced new privacy features in its Galaxy series and plans to produce a million foldable smartphones [12] - LG Display achieved a revenue of 25.81 trillion KRW in 2025, marking its first annual profit in four years [12] - Toyota launched the 2026 bZ Woodland electric SUV, with a longer wheelbase and standard four-wheel drive, priced higher than its Subaru counterpart [13]

Group 1 - New Oriental increased by 5.22% [1] - Haitan Network rose by 5.14% [1] - Wanwu Xingsheng grew by 4.99% [1] - Beike saw an increase of 4.20% [1] - Fulang Group experienced a rise of 4.12% [1]

智通财经APP获悉，周三，热门中概股多数上涨，截至发稿，新东方(EDU.US)涨超4%，理想汽车 (LI.US)、贝壳(BEKE.US)涨超3%，哔哩哔哩(BILI.US)涨超2%，阿里巴巴(BABA.US)、网易(NTES.US) 涨超1.5%。 ...

Major Events - Cao Cao Travel (02643) plans to place up to 12 million shares at a discount of approximately 8.97%, aiming to raise about HKD 383 million [1] - Bio-Asia (02315) intends to increase capital in Jiangsu Bio-Asia through a debt-to-equity swap [1] - Beijing Energy International (00686) subsidiary plans to acquire 70% equity in Yangzhou Tai Run Low Carbon Technology Development for RMB 248 million [1] - Ruipu Lanjun (00666) intends to invest a total of RMB 50 million to acquire and increase capital in Fuan Guolong Nano Materials Co., Ltd. for 10.8696% equity [1] Financial Data - Qingdao Bank (03866) reported a net profit attributable to shareholders of RMB 5.188 billion for 2025, an increase of 21.66% year-on-year [1] - New Oriental-S (09901) reported a 42.3% year-on-year increase in net profit attributable to shareholders for the second quarter, reaching USD 45.5 million [1] - Huaxin Cement (06655) expects a net profit attributable to shareholders for 2025 to be between RMB 2.7 billion and RMB 2.95 billion, representing a year-on-year increase of 11.6% to 21.9% [1] - Nine Dragons Paper (02689) issued a profit warning, expecting a mid-term profit of approximately RMB 2.15 billion to RMB 2.25 billion, a year-on-year growth of 216.0% to 230.7% [1] - Yunzhisheng (09678) anticipates annual revenue from large model-related businesses to be approximately RMB 600 million to RMB 620 million, a year-on-year increase of about 1057% to 1095% [1] - Oriental Selection (01797) reported a mid-term profit attributable to shareholders of RMB 239 million, marking a turnaround from loss to profit [1] - Meilian Group (01200) reported a pre-tax profit of approximately HKD 460 million for the first 11 months of 2025, expecting significant profit growth for the 2025 fiscal year [1]

Core Insights - New Oriental Education & Technology Group reported strong fiscal Q2 2026 results, highlighting significant profit growth, improved margins, and successful new initiatives alongside steady performance in its core education business [4] Financial Performance - Total net revenue increased by 14.7% year-over-year to $1.19 billion [5] - Non-GAAP operating income more than tripled, rising 206.9% to $89.1 million, while non-GAAP net income increased by 68.6% to $72.9 million [5][3] - On a GAAP basis, operating income rose 264.4% to $66.3 million, and net income attributable to New Oriental increased by 42.3% to $45.5 million [2] Margin Expansion - The non-GAAP operating margin expanded by 470 basis points, with approximately 300 basis points of margin expansion attributed to businesses excluding East Buy [1] - The company's focus on operational efficiency, cost control, and better utilization contributed to this margin improvement [1][3] Cost Management - Operating costs totaled $1,125.1 million, up 10.4% year-over-year, with cost of revenues increasing by 11.8% to $556.9 million [6] - Selling and marketing expenses decreased by 1.1% to $194.0 million, while general and administrative expenses rose by 15.2% to $374.3 million [6] Business Highlights - K-12 educational business and high school tutoring showed accelerated revenue growth compared to the previous quarter [8] - The company shifted its strategy to slow learning center expansion to about 10%, focusing more on product and service quality, resulting in higher student retention rates [8] International and New Initiatives - Overseas test preparation revenue increased by 4% year-over-year, while the adults and university students business grew by 13% [10] - New initiatives in non-academic tutoring and intelligent learning systems saw a revenue growth of 22% year-over-year [11] Shareholder Returns and Guidance - Management raised FY26 revenue guidance to $5.29–$5.49 billion, reflecting an 8%–12% year-over-year growth [5][16] - The company announced a dividend of $0.12 per common share and has a $300 million share repurchase authorization, with approximately $86.3 million utilized so far [17]

Exhibit 99.1 New Oriental Announces Results for the Second Fiscal Quarter Ended November 30, 2025 BEIJING, Jan. 28, 2026 /PRNewswire/ – New Oriental Education & Technology Group Inc. (the "Company" or "New Oriental") (NYSE: EDU/ 9901.SEHK), a provider of private educational services in China, today announced its unaudited financial results for the second fiscal quarter ended November 30, 2025, which is the second quarter of New Oriental's fiscal year 2026. Financial Highlights for the Second Fiscal Quarter ...

Group 1 - The Nasdaq China Golden Dragon Index increased by over 1% [1] - New Oriental experienced a rise of 10.50% [1] - 1药网 (1Drug Network) saw an increase of 4.76% [1] - NIO's stock rose by 3.61% [1] - Bilibili's shares increased by 4.44% [1] - Li Auto's stock rose by 3.85% [1]

周三，新东方(EDU.US)盘前涨逾6%，报59.70美元。消息面上，新东方发布2026财年二季度未经审核财 务业绩，报告期内，新东方实现净营收11.91亿美元，同比上升14.7%；经营利润6630万美元，同比上升 244.4%；股东应占净利润4550万美元，同比上升42.3%。 ...

智通财经APP获悉，周三，新东方(EDU.US)盘前涨逾6%，报59.70美元。消息面上，新东方发布2026财 年二季度未经审核财务业绩，报告期内，新东方实现净营收11.91亿美元，同比上升14.7%；经营利润 6630万美元，同比上升244.4%；股东应占净利润4550万美元，同比上升42.3%。 ...