港股在线教育股普遍上涨，网龙盘中一度飙涨超12%刷新阶段新高，新东方涨超5%，思考乐教育涨2%，卓越教育集团飘红。
消息上，在线教育近期迎来不少积极的发展，主要集中在政策支持、技术赋能和行业规范三个方面。十四五"教育数字化战略成效显著；《县域普通高中振兴行动计划》推动数字资源向县中倾斜，为行业提供长期、稳定的发展预期；加速优质教育资源全国范围内的均衡分配。
个股方面，大和升新东方目标价至49港元，憧憬股东回报可增加。认为集团整体业务发展趋向稳定，K-9秋季学生留存率改善，出国考试准备业务不再恶化。网龙是一家拥有稳定现金牛业务，并积极利用AI技术为第二增长曲线（教育）赋能的老牌科技公司，当前市场关注其AI成效和海外拓展的落地情况。思考乐教育本月初获富达国际及关联方增持95万股普通股股份，价值约214.6万港元。
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