金吾财讯 | 粉笔(02469)早盘横盘震荡运行，午后直线拉升冲高，截至发稿，报3.10港元，涨7.24%，成交额7491万港元。
消息面上，粉笔宣布已于2024年底全面拥抱DeepSeek大模型，推动粉笔自研垂域大模型性能释放，通过智能技术矩阵重构公职培训产业生态，实现用户体验智能化升级与运营效能指数级提升，为教育科技行业开辟价值增长新范式。
民生证券表示，DeepSeek横空出世，一方面大幅提升了国产模型的能力，另一方面通过开源和推理成本的优化，有望加速国内AI应用的落地进程。而无论海内外，教育天然是AI落地的重要场景，国内AI+教育厂商均在自身的优势领域推出了AI产品，在国产模型加持下有望加速产品打磨与商业化落地。
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