智通财经APP获悉，教育股涨幅居前，截至发稿，中教控股(00839)涨7.67%，报3.09港元；思考乐教育(01769)涨4.41%，报2.84港元；宇华教育(06169)涨3.77%，报0.55港元；新东方-S(09901)涨2.87%，报43.06港元。
民生证券发布研报称，2025年以来，教育行业在政策边际改善、行业需求释放和供给缺乏弹性的“三维共振”下，整体表现良好。2025年7月以来，教育行业迎来生育补贴和学前教育逐步免费两大政策，这对于鼓励生育、增加教育消费具有积极意义，教育政策持续优化。同时，AI对教育行业影响深远，相关政策持续加码，行业龙头有望深度受益AI+教育的“盛宴”。
智通财经APP在《捡漏职业教育板块：遍地“白菜价”，业绩支撑右侧机遇或在酝酿》中指出，综合看来，资本市场冰火两重天，职业教育板块持续受资金冷落，但情绪正在酝酿，在业绩支撑下，板块估值筑底更加牢固，随着业绩持续增长以及市场资金的溢散，有望获得价值投资者挖掘，可重点关注低估值、高股息以及业绩优秀的标的。
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