金吾财讯 | 部分教育股午后上行，粉笔(02469)涨10.96%，读书郎(02385)涨3.94%，大山教育(09986)涨3.92%，天立国际控股(01773)涨2.99%，成实外教育(01565)涨2.5%。
中信建投表示，教育是AI应用落地的核心场景之一，AI技术通过降本增效使得教育兼顾高质量、普惠性和个性化成为可能，有望深度赋能教育提升交付效率以及提升学员个性化体验。目前AI教育应用主要场景体现在B端的教育信息化（如智慧教考、评测、批改等）、C端的智能硬件产品以及智慧应用（如写作、听写、人机问答）。1月以来多家教育公司接入DeepSeek大模型，高质量开源和低价模型催化下，原有教育公司的丰富垂直数据储备结合大模型推理能力，有望加速AI教育产品商业化落地。
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