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%。 ...

【重大事项】 曹操出行(02643)拟折让约8.97%配售最多1200万股 净筹约3.83亿港元 百奥赛图-B(02315)拟以债转股方式对江苏百奥增资 北京能源国际(00686)附属拟2.48亿元收购扬州泰润低碳科技发展70%股权 青岛银行(03866)发布2025年度业绩快报 归母净利润51.88亿元 同比增加21.66% 新东方-S(09901)第二季度股东应占净利润同比上升42.3%至4550万美元 华新建材(06655)预计2025年度归母净利润27亿至29.5亿元，同比增加11.6%至21.9% 玖龙纸业(02689)发盈喜 预期中期取得盈利约21.5亿元至22.5亿元 同比增长216.0%至230.7% 云知声(09678)预计年度实现大模型相关业务收入合计约为6.0亿元至6.2亿元 同比增长约1057%至1095% 东方甄选(01797)发布中期业绩 股东应占溢利2.39亿元 同比扭亏为盈 美联集团(01200)2025年前11个月税前溢利约4.6亿港元 预期2025年度盈利将显著上升 瑞浦兰钧(00666)拟合共斥资5000万元透过收购和增资方式获取福安国隆纳米材料有限公司10.8696%股 ...

Yang attributed the quarter’s non-GAAP operating margin expansion to “better utilization,” higher operating leverage, cost control, and profit contribution from East Buy. In response to an analyst question, he added that excluding East Buy, the remaining businesses together delivered roughly 300 basis points of year-over-year margin expansion, versus a total non-GAAP operating margin increase of 470 basis points for the group.On a GAAP basis, operating income rose 264.4% to $66.3 million, and net income att ...

格隆汇1月28日｜纳斯达克中国金龙指数涨超1%，新东方涨10.50%，1药网涨4.76%，蔚来涨3.61%，哔 哩哔哩涨4.44%，理想汽车涨3.85%。 ...

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%。 ...

New Oriental Education & Technology Group (NYSE:EDU) Q2 2026 Earnings call January 28, 2026 08:00 AM ET Company ParticipantsFelix Liu - Executive DirectorSisi Zhao - Head of Investor RelationsStephen Yang - CFOYi Kuen Cheng - DirectorConference Call ParticipantsAlice Cai - VP of Equity Research AnalystDS Kim - Research AnalystElsie Sheng - Senior Equity AnalystLucy Yu - Investment Banking AnalystTimothy Zhao - Equity Research AnalystOperatorGood evening, and thank you for standing by for New Oriental's FY 2 ...

New Oriental Education & Technology Group (NYSE:EDU) Q2 2026 Earnings call January 28, 2026 08:00 AM ET Company ParticipantsFelix Liu - Executive DirectorSisi Zhao - Head of Investor RelationsStephen Yang - CFOYi Kuen Cheng - DirectorConference Call ParticipantsAlice Cai - VP of Equity Research AnalystDS Kim - Research AnalystLucy Yu - Investment Banking AnalystTimothy Zhao - Equity Research AnalystOperatorGood evening, and thank you for standing by for New Oriental's FY 2026 second quarter results earnings ...

Financial Data and Key Metrics Changes - Total net revenue grew 14.7% year-over-year to $1.19 billion [4] - Non-GAAP operating income increased 206.9% to $89.1 million [4] - Non-GAAP net income attributable to New Oriental rose 68.6% to $72.9 million [4] - Operating income was $66.3 million, representing a 264.4% increase year-over-year [12] - Net cash flow generated from operations was approximately $323.5 million [13] Business Line Data and Key Metrics Changes - K-9 educational business and high school tutoring business recorded accelerated revenue growth [5] - Overseas test prep business revenue increased by 4% year-over-year [5] - Overseas study consulting business saw a slight decrease of about 3% year-over-year [5] - Adults and university students business revenue increased by 13% year-over-year [5] - Revenue from non-academic tutoring grew 22% year-over-year [5] Market Data and Key Metrics Changes - The top 10 cities contributed over 60% of revenue from non-academic tutoring [6] - The top 10 cities contributed over 50% of revenue from intelligent learning systems and devices [6] - Domestic and international study tours were held in 55 cities, with the top 10 cities contributing over 50% of revenue [6] Company Strategy and Development Direction - The company is focused on operational efficiency and disciplined resource management to support sustainable profitability [4] - Continued investments in new education initiatives, including non-academic tutoring and intelligent learning systems, are expected to deliver solid results [5] - The company is exploring opportunities in the health and wellness sector for seniors [7] - The OMO (Online Merge Offline) teaching platform is being developed to provide advanced education services [7] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism regarding the business outlook, expecting total net revenue for Q3 FY 2026 to be in the range of $1,313.2 million to $1,348.7 million, representing a year-over-year increase of 11%-14% [17] - For the full fiscal year 2026, total net revenue guidance has been raised to $5,292.3 million to $5,488.3 million, reflecting an 8%-12% year-over-year increase [18] - Management emphasized a balanced approach to revenue and profitability growth while maintaining cost discipline [16] Other Important Information - The company announced a share repurchase program to buy back up to $300 million of its ADS or common shares [19] - As of January 27, 2026, approximately 1.6 million ADS had been repurchased for about $86.3 million [20] Q&A Session Summary Question: Request for breakdown on segment growth and key drivers for full year guidance - Management highlighted the K-12 business growth of around 20% year-over-year and overseas test prep growth of 4% year-over-year, with expectations for college business growth of 14-15% [24][25] Question: Expected margin expansion from merging test prep and consulting units - Management indicated that merging these units aims to provide better service and reduce costs, with more details expected in the next quarter [30][31] Question: Elaboration on margin expansion in Q2 - Management noted that margin expansion was driven by better utilization, higher operating leverage, and cost control, with optimism for continued margin improvement in the second half of the year [36] Question: Future trends for overseas business - Management acknowledged challenges but expressed confidence in the team's ability to gain market share, expecting low single-digit growth in the second half of the year [42] Question: Updates on AI initiatives - Management reported progress on new AI offerings and emphasized that AI is helping improve student retention and operational efficiency [56]

Company News - ASML's ADRs rose 5% after reporting orders significantly exceeding investor expectations, driven by increased demand for AI computing workloads [3][5][17] - Seagate's stock increased by 8% following a strong second-quarter earnings report that surpassed expectations, along with a positive outlook [3] - Texas Instruments gained 7% after providing a favorable outlook, indicating improved demand in industrial and data center markets [3] - AT&T's shares rose 3% after reporting fourth-quarter profit and revenue that exceeded analysts' estimates, attributed to strong broadband subscriber growth [3] - C3.ai's stock surged 15% amid reports of merger talks with Automation Anywhere [3] - F5 Inc. jumped 8% after raising its revenue forecast for the fiscal year [3] - New Oriental Education's ADRs rose 6% after beating second-quarter estimates and increasing its annual net revenue forecast [3] - Corning's shares fell 3% after reporting fourth-quarter results and providing a disappointing outlook [3] - Elevance Health dropped 6% after giving an adjusted profit forecast for 2026 that fell short of Wall Street expectations [3] - Qorvo's stock fell 10% after issuing a weaker-than-expected outlook [3] Industry Trends - The tech sector is experiencing a rally, driven by strong earnings from semiconductor and memory companies, which is boosting the AI trade [1][4][6] - The Magnificent Seven stocks are mostly higher, with Nvidia, Alphabet, and Amazon showing gains, while Meta and Apple experienced slight declines [3] - The semiconductor, memory, and storage sectors are seeing significant gains due to positive earnings reports, particularly from ASML, Seagate, and Texas Instruments [3][4] - Asian equities are also benefiting from the tech rally, with notable gains in TSMC and SK Hynix [5][13] - The demand for AI memory is driving earnings growth for companies like SK Hynix, indicating a strong market for AI-related technologies [5][14]