国信证券:K12教育具长坡厚雪特征 关注AI题材及高教估值修复主线

智通财经网
18 Jun

智通财经APP获悉,国信证券发布研报称,维持教育板块“优于大市”评级。1、K12教育行业仍具长坡厚雪特征,高考备考人口红利显著,监管正走向常态化。传统教培龙头仍在修复进程中。2、职业技能及录用考试培训以结果导向为主,弹性较大,随高中及以上学历劳动力数量逐步扩张,技能型人才愈发重要,强技能培训重新得到定价。3、AI题材及高教估值修复主线,教育作为AI落地的重要场景,2025年AI技术迭代进步有望持续...

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