金吾财讯 | 华西证券表示，Deepseek等AI应用在教育方面的应用主要体现在：（1）降低人工成本，在教研、备课、客服等方面大大节省了人力成本；（2）提供了个性化解决方案，针对教育“千人千面”的特点，针对不同学习能力的学生能够实现个性化辅导。从推荐逻辑来说，该行将AI+教育受益标的分为两部分：（1）2C端教培机构，包括K12培训、公考培训、K12学历教育等部分公司已开始应用；（2）2B设备公司，教培机构陆续推出教育领域AI应用工作方案，利好设备进校。
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