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Guosheng Securities: Agent clearly defines the development direction of the computer industry, terminal manufacturers usher in new development opportunities.
The bank believes that the development of terminal manufacturers such as smartphones, headphones, AR glasses, benefiting from the growth of AI agents on the client side, presents significant growth opportunities in both demand and value.
Dragon Tiger List | Bean God education hits the limit to create a new high at the stage, with a net sell-off of 0.485 billion yuan on the list seat.
Bean God Education (300010.SZ) rose by 20% today, hitting a near 4-year high in stock price, with a turnover of 4.992 billion yuan and a turnover ratio of 38.83%. The dragon and tiger list data shows that institutional investors at 'Hujialou' took the top buying position with a net buy of 30.6202 million yuan; Sealand Securities Peking First Branch ranked the top selling position with a net sell of 0.23 billion yuan. The listed seats bought a total of 0.214 billion yuan and sold 0.7 billion yuan throughout the day, resulting in a net sell of 0.485 billion yuan. (Gelonghui)
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Minsheng Securities: The domestic online education platform is undergoing a second transformation.
The form of domestic online education carriers is evolving from traditional PC to mobile and hardware terminals, showing portable characteristics; after the emergence of large models, learning devices equipped with large models are undergoing a second transformation.
AI Agent application is booming! The intelligent spectrum AutoGLM is amazing, with a significant increase in the education sector and other directions.
Commercial space opens up.
Is "AI+education" the next industry trend?
Last week, two significant events occurred in the education sector, sparking considerable attention. On October 24th, Dou Shen Education announced that the company would establish a joint venture with Zhipu Huazhang (referred to as Zhipu) focusing on the technological development and sales of AI educational products. Subsequently, on October 26th, the 'Peking City Artificial Intelligence Application Guide for the Education Sector (2024)' was released, specifying the standards for AI applications in the education sector, guiding schools, teachers, and students to carry out application practices prudently and orderly. The former is an 'alliance' between companies, while the latter is a 'clarification' at the policy level. These two independent events, from different perspectives, have reinforced the role of artificial intelligence in education.
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