智通财经APP获悉，思考乐教育(01769)涨超14%，截至发稿，涨14.06%，报3.57港元，成交额4987.98万港元。
消息面上，近期，多家教育公司接入DeepSeek大模型。有道发布子曰翻译大模型2.0和子日-o1推理模型，并于2月6日宣布全面拥抱DeepSeek-R1；卓越教育鲸准教“青椒助教”应用全面升级，接入Deepseek R1。国金证券表示，教育在消费行业中具备刚需属性，此外叠加庞大的用户基数，AI+教育有望率先实现应用落地。
华西证券认为，政策相对见底，是较为确定的投资方向之一，供给出清带来利润率改善仍有望延续，暑期招生增速维持较快增长。光大证券研报指出，随着行业出清，行业竞争格局改善，龙头盈利情况逐步恢复（格局优化下龙头网点利用率和教师排课率逐渐提升)，行业至暗时刻已过。24年龙头企业收入较快增长和利润率改善的确定性较高，后续仍需继续关注政策走向。
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