智通财经APP获悉，周五，新东方(EDU.US)涨超5%，报50.60美元。消息面上，3月13日，呼和浩特市发布育儿补贴政策，对2025年3月1日后出生的子女提供最高10万元补贴。机构指出，此前教育行业β受制于长期生育率下行，目前生育刺激政策加速落地，且已有城市展现成功案例，后续期待刺激政策持续高力度释放，出生率及消费信心有望跟随积极回暖，教育行业或受益。
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