智通财经APP获悉，粉笔(02469)涨超3%，截至发稿，涨3.19%，报2.91港元，成交额8846.11万港元。
中信证券研报指出，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。
今年上半年，粉笔实现收入16.3亿元，净利润为2.8亿元，同比大涨240.9%，经调整净利润3.5亿元，同比增长21.2%。浙商证券此前表示，随着OMO模式持续深化，线上化优势下AI持续赋能效率提升，利润率仍有改善空间。信达证券此前指出，招录考试培训赛道景气度高，近年招录报考意愿强烈，竞争带来更高的参培意愿，赛道规模有望不断增长。
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