投资要点:教育:关注AI+教育进展,主要公司产品收入有望放量。关注AI+教育进展,近期多家公司于北京发布AI 教育产品,包括豆神教育AI class 系列产品、中公教育AI 就业学习机、盛通股份AI教育创新平台,主要公司toB 及toC AI 产品收入有望进入放量阶段。建议关注豆神教育、粉笔、盛通股份等。文旅:关注暑期旺季催化,同时关注文旅结合IP 的新消费逻辑延伸。二季度大部分地区遭受了较为严重...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.