智通财经APP获悉,粉笔(02469)尾盘急升逾9%,截至发稿,涨6.69%,报2.55港元,成交额7610.99万港元。
中信证券发布研报称,AI大模型有望应用于“教、学、考、管”教育全场景,推动全流程智能化,助力个性化学习。教育需求量、质双提升,叠加政策利好,打开AI教育市场广阔前景。以GPT为代表的生成式AI大模型实现技术突破,即将带来AI教育新变革。国内各大厂商积极投入大模型研发,看好AI在教育领域中的广泛应用。
据悉,今年7月,粉笔推出了专注于公考领域的垂域大模型,并紧接着上线了粉笔AI老师,帮助用户更好地了解报考岗位的自身竞争力。其核心产品粉笔系统班也随之全面升级。此外,信达证券此前指出,25年国考报名再创新高,报名人数同增13%,录取率进一步降低,有望刺激招录培训需求的提升。招录培训机构进入学员培训高峰期,建议关注业绩弹性,相关公司包括粉笔等。
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