智通财经APP获悉，部分教育股午后走高，截至发稿，中教控股(00839)涨5.75%，报2.115港元；希教国际控股(01765)涨4.58%，报0.137港元；天立国际控股(01773)涨3.95%，报0.79港元；新东方-S(09901)涨1.00%，报44.62港元。
消息面上，近日，湖南省教育厅正式印发《关于加强中小学人工智能教育工作的通知》，明确从2026年秋季学期起，全省中小学普遍开展人工智能通识教育，每学年课时不少于8课时。此外，广东清远试点十二年贯通培养，不用中考分流。
国联民生证券发布研报称，教育行业有望迎来政策边际改善、行业供给出清、行业需求释放的“三维共振”，行业投资逻辑已经从政策驱动转向业绩驱动，且行业估值相对较低，在政策的推动下，有望迎来业绩、估值的“戴维斯双击”。同时，教育行业是 AI 重要的应用场景，“AI+教育”是行业投资主线，龙头教育公司有望受益“AI+教育”的发展。
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