【Brokerage Focus】CITIC SEC: Strongly promoting the AI large model's reasoning capability, Education + AI is expected to accelerate into the commercialization stage.

Jingwu Financial News | CITIC SEC stated that recently companies in the Education sector are embracing Deepseek, and the powerful reasoning capabilities of AI large models are expected to accelerate the commercialization of Education + AI solutions. The firm believes that Deepseek's advantages in accuracy, reasoning capabilities, and training costs are likely to promote the widespread application of Education + AI. Moreover, understanding application scenarios in related fields, accumulating data, and productization capabilities may become new competitive advantages for commercialization. The firm is Bullish on the current situation where, under the catalysis of Deepseek, Education + AI is advancing in the fields of educational Hardware, Software subscriptions, and smart campuses.

Jingwu Financial NewsFeb 12 19:43 ET

CITIC SEC: "The arrival of Deepseek Singularity" will likely accelerate the commercialization phase of Education + AI by 2025.

Xin Securities published a Research Report stating that recently, companies in the Education sector have been embracing Deepseek, and the strong reasoning capability of AI large models is expected to accelerate the commercialization phase of Education + AI.

Zhitong FinanceFeb 12 19:38 ET

Education stocks generally rose, with New Oriental (09901) up by 4.67%. China Securities Co.,Ltd. pointed out that education is one of the core scenarios for the application of AI.

Golden Horn Finance | Education stocks rose broadly, New Oriental (09901) increased by 4.67%, QINGDAO HLDGS (00499) rose by 2.8%, MAPLELEAF EDU (01317) went up by 1.67%, CHINA EAST EDU (00667) increased by 1.08%, NEW HIGHER EDU (02001) went up by 0.89%. According to news, China Securities Co.,Ltd. stated that education is one of the core scenarios for AI application, and AI technology makes it possible for education to balance high quality, inclusiveness, and personalization through cost reduction and efficiency improvement, which is expected to deeply empower education to enhance delivery efficiency and improve students' personalized experience. Currently, AI education applications are primarily.

Jingwu Financial NewsFeb 11 21:44 ET

U.S. stocks are moving | Chinese concept education stocks are rising, TAL Education (TAL.US) is up over 4%.

Chinese concept education stocks have risen, as of the time of this writing, TAL Education has increased by more than 4%.

Zhitong FinanceFeb 10 10:50 ET

Are New Oriental Education & Technology Group Inc.'s (NYSE:EDU) Mixed Financials The Reason For Its Gloomy Performance on The Stock Market?

Yahoo FinanceFeb 7 11:14 ET

[Brokerage Focus] FIRST SHANGHAI maintains Buy rating on New Oriental (EDU/09901), indicating that the company's guidance for the next period shows a slowdown in growth.

Jingwu Financial News | FIRST SHANGHAI released a Research Report indicating that New Oriental (EDU/09901) FY25Q2 Net income increased by 19.4% year-on-year to 1.04 billion USD (in USD, the same below), after excluding the revenue from EAST BUY self-operated products and e-commerce business, the revenue increased by 31.3% to 0.894 billion USD. This aligns with the company’s previous performance guidance (+25% to +28%). Operation Net income was 0.019 billion USD, down 9.8% year-on-year; Non-GAAP operating profit was 0.028 billion USD, down 45.8% year-on-year; profit attributable to parents was 0.032 billion USD, up 6.2% year-on-year. Non-GAAP attributable profit.

Jinwu Financial NewsFeb 7 02:39 ET