2025.08. 19 作者 | 第一财经 吕倩 团外卖 UII 美团专送 The E 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 融 事 件 等 有 价 值 的 线 索 ， 欢 迎 提 供 。 专 用 邮 箱 ： bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 推荐阅读 美团启动"堂食提振"计划 今日东方甄选股价上演"天地板"，早盘一度暴涨逾23%，午后高台跳水，盘后跌20.89%。有消息称 新东方CEO周成刚或涉关联交易被监管部门立案调查。东方甄选方面向第一财经记者回应称：纯属 谣言。 微信编辑 | 小羊 ...

今日东方甄选股价上演"天地板"，早盘一度暴涨逾23%，午后高台跳水，盘后跌20.89%。有消息称新东 方CEO周成刚或涉关联交易被监管部门立案调查。东方甄选方面向第一财经记者回应称：纯属谣言。 （文章来源：第一财经） ...

Core Viewpoint - There are market rumors that Zhou Chenggang, the long-time partner of New Oriental Group CEO Yu Minhong, is under investigation by regulatory authorities for allegedly misappropriating company interests through related-party transactions. This news has not been officially announced yet, and New Oriental's response claims it is "purely a rumor" [1]. Group 1 - New Oriental Group's CEO Yu Minhong is reportedly linked to Zhou Chenggang, who is facing allegations of misconduct [1]. - Regulatory authorities have initiated an investigation into Zhou Chenggang regarding potential misappropriation of company interests [1]. - New Oriental's official response categorically denies the allegations, labeling them as rumors [1].

对此，新东方创始人俞敏洪回应新浪科技称：彻底的谣言。 责任编辑：何俊熹 新浪科技讯 8月19日下午消息，今日港股尾盘，东方甄选快速跳水跌20%，此前一度涨23%。消息面 上，网传新东方集团CEO周成刚被立案调查。 ...

Group 1 - Li Guoqing, the founder of Dangdang, has remarried, with notable figures such as Zhang Chaoyang and Yu Minhong attending the wedding [1] - The wedding ceremony is scheduled for August 16, 2025, in Beijing, and the bride is a fellow alumnus from Peking University [1] - The wedding invitation requests guests to donate 500 yuan to support the establishment of a primary school in rural Guizhou instead of giving gifts [1]

Group 1 - New Oriental's stock price increased by 2.14% to $47.79 per share, with a total market capitalization of $7.815 billion as of August 14 [1] - Financial data indicates that New Oriental's total revenue is projected to reach $4.9 billion by May 31, 2025, representing a year-on-year growth of 13.6%, while net profit attributable to shareholders is expected to be $372 million, reflecting a growth of 20.07% [1] Group 2 - On July 31, New Oriental received a "Buy" rating from CCB International, with a target price adjusted to $70 [2] - New Oriental Education Technology Group focuses on comprehensive education centered on student growth, driven by technology, and has developed multiple platforms including short-term training, cultural dissemination, consulting services, and technology industries [2] - Established in 1993, New Oriental has grown into a well-known private education institution in China and was successfully listed on the New York Stock Exchange in September 2006, followed by a secondary listing on the Hong Kong Stock Exchange in November 2020 [2]

俞敏洪表示，未来的教育正从单纯的知识传授转向综合的素质培养，涵盖情感发展、人格培育、思维提 升等多个层面。我们将继续发挥在教育领域的特长，与家长、老师以及社会各界共同努力，为孩子打造 更加健康的成长土壤，让他们的天赋得以发挥，实现身心和谐发展。 据悉，"烛光行动——新东方教师社会责任行"活动是民盟中央倡导的"农村教育烛光行动"的重要社会服 务品牌，由民盟中央和新东方于2008年共同发起，旨在"帮助加强农村教师队伍建设，推动城乡教育公 平"。今年将有51名新东方教师志愿者，前往海南、吉林、江西、陕西等8省的乡村县区，为近3000名当 地教师开展培训，助力当地教师提升教学水平，推动城乡教育均衡发展。(完)(《中国新闻》报刘益伶报 道) 高育红表示，民盟是由文化教育以及相关的科学技术领域高、中级知识分子组成的中国特色社会主义参 政党，一直秉持"奔走国是、关注民生"的优良传统，长期致力于国家教育事业的发展。目前，"烛光行 动"已在全国30个省级民盟组织全面展开，为加强农村教师队伍建设，推动城乡义务教育均衡发展和促 进教育公平作出了民盟应有的贡献。 8月12日，2025民盟"烛光行动——新东方教师社会责任行"全国启动仪 ...

Group 1 - The core viewpoint of the article highlights significant adjustments in the overseas holdings of domestic private equity firms, particularly focusing on the changes in the portfolio of Jinglin Asset Management [1][2][3] Group 2 - Jinglin Asset's top holdings in US stocks as of the end of Q2 2025 include Meta, which accounts for 25.46% of its portfolio, with a market value exceeding $730 million [2] - The total value of Jinglin Asset's US stock holdings reached $2.873 billion, approximately 20.6 billion RMB, indicating a substantial shift towards internet companies [2] - The firm has sold off several major tech stocks, including Apple, UnitedHealth Group, Regeneron Pharmaceuticals, Pfizer, Legend Biotech, and ZTO Express [2] - The new focus on internet stocks is evident, with significant positions in companies like NetEase, Manbang Group, Pinduoduo, Futu Holdings, and 360 DigiTech [2] Group 3 - Jinglin Asset expressed optimism about China's future development, noting a shift in the competitive strength of Chinese companies from being undervalued to attracting global investment [3] - The new generation of Chinese entrepreneurs is seen as having advantages over the previous generation, leveraging a strong supply chain and engineering talent to create aesthetically pleasing products [3] - Dongfang Harbor's overseas fund has also accelerated its portfolio adjustments, reducing holdings in Nvidia, Amazon, and Apple, while increasing positions in Alphabet, Montreal Bank, and initiating purchases of Tesla, Netflix, and Coinbase [3]

Group 1: New Oriental (EDU) - New Oriental's FY25Q4 net revenue increased by 9.4% year-on-year to $1.24 billion, exceeding previous guidance of $1.009 to $1.037 billion[5] - The company expects FY26Q1 net revenue to be between $1.46 billion and $1.51 billion, representing a year-on-year growth of 2% to 5%[6] - Non-GAAP net profit for FY25Q4 was $98.08 million, a 59.4% increase year-on-year[5] Group 2: Apple Inc. (AAPL) - Apple's total revenue for the quarter was $94.04 billion, a 9.6% year-on-year increase, surpassing Bloomberg's consensus estimate of $89.3 billion[16] - iPhone revenue grew by 8.2% year-on-year, while services revenue increased by 13.3%[16] - The company expects overall revenue growth for FY25Q4 to be in the mid to high single digits[16] Group 3: Hong Kong Stock Exchange (388) - The average daily trading volume for the Hong Kong Stock Exchange reached HKD 2.402 trillion in H1 2025, a 118% year-on-year increase[22] - The total market capitalization of the Hong Kong market grew to HKD 42.7 trillion, a 33% increase year-on-year[25] - The target price for Hong Kong Stock Exchange is set at HKD 500, representing a potential upside of 15.8% from the previous closing price[26] Group 4: HIMS & HERS HEALTH (HIMS) - HIMS reported Q2 revenue of $545 million, a 73% year-on-year increase, but a 7% decrease quarter-on-quarter[32] - The company expects Q3 revenue to be between $570 million and $590 million, with adjusted EBITDA projected at $60 million to $70 million[32] - The target price for HIMS is set at $62.1, indicating a 22% upside potential from the current price[34]

校企联盟高校授牌仪式 2025年8月5日，由新东方教育科技集团主办的第三届人才联合培养与校企联盟合作大会在河南郑州举 行。本次大会以"携手产学研用，共育时代英才"为主题，汇聚国内近百所高校代表、行业专家和企业负 责人，共同探讨技术变革与产业升级背景下高校毕业生就业的新路径，深化校企合作机制，为促进高质 量充分就业提供创新解决方案。 聚焦就业新挑战 新东方教育科技集团执行总裁兼首席财务官杨志辉介绍，历经32年创新发展，新东方已形成涵盖教育服 务、生活服务、文旅服务三大领域的业务格局，并将在未来继续进行业务创新拓展，开辟更加多元、优 质的就业岗位，为青年人才提供广阔的发展空间。 高校毕业生就业协会副会长、沈阳师范大学原副校长刘铸在大会致辞中表示，当前我国经济社会发展进 入战略机遇和风险挑战并存的新阶段，人口老龄化、区域人口增减分化以及经济数字化转型等趋势对就 业的影响逐步加深，结构性就业矛盾日益凸显。他认为，当务之急是建立高校学科专业结构动态调整机 制和"招培就"一体工作模式。而依托校企联盟促进供需对接，是推动高等教育供给侧结构性改革、解决 毕业生就业问题的重要途径。 "就业问题关乎莘莘学子未来的人生之路。新东方 ...