智通财经APP获悉，粉笔(02469)涨超11%，截至发稿，涨10.2%，报2.81港元，成交额2.02亿港元。
消息面上，中信证券发布研报称，生成式大模型掀起AI+教育新浪潮，国内企业积极自研垂类教育大模型，商业化进程有望加速。该行认为，生成式大模型将进一步赋能教育产业，客户端和学习机作为AI+大模型在教育领域落地的主要形式，市场空间有望持续增长。今年7月，粉笔推出了专注于公考领域的垂域大模型，并紧接着上线了粉笔AI老师，帮助用户更好地了解报考岗位的自身竞争力。
另外，信达证券指出，25年国考报名再创新高，报名人数同增13%，录取率进一步降低，有望刺激招录培训需求的提升。招录培训机构进入学员培训高峰期，建议关注业绩弹性，相关公司包括粉笔等。浙商证券也表示，粉笔作为招录考试培训龙头，在当前的经济环境及行业竞争中体现出强大的产品课程开发和技术研发优势。
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