【中信证券:重点关注教育板块的估值提升】中信证券指出,在AI应用以及消费预期修复等交易主题中,需要重点关注教育板块三大投资主线:1)消费预期修复带来的教培板块投资机会,多数公司估值均低于1倍PEG,且部分政策如生育补贴等有望直接提振板块信心;2)个股基本面边际向好的职业培训公司,在顺周期预期下盈利有望进一步超预期;3)产品布局完善,且持续推行、迭代的教育AI公司。

金融界
22 Mar
中信证券指出,在AI应用以及消费预期修复等交易主题中,需要重点关注教育板块三大投资主线:1)消费预期修复带来的教培板块投资机会,多数公司估值均低于1倍PEG,且部分政策如生育补贴等有望直接提振板块信心;2)个股基本面边际向好的职业培训公司,在顺周期预期下盈利有望进一步超预期;3)产品布局完善,且持续推行、迭代的教育AI公司。

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