据财联社主题库显示，相关上市公司中：1. Education is one of the core scenarios for the application of AI. AI technology makes it possible to balance high quality, inclusiveness, and personalization in education through cost reduction and efficiency improvement, with the potential to deeply empower education to enhance delivery efficiency and improve students' personalized experiences. 2. The domestic AI + education B-end and C-end markets are expected to reach 47.7 billion yuan and 28.2 billion yuan respectively by 2027, while the AI + companionship market is expected to reach the trillion yuan level within 3-5 years.
Institutions point out that education is one of the core scenarios for the application of AI. AI technology makes it possible to balance high quality, inclusiveness, and personalization in education through cost reduction and efficiency improvement, with the potential to deeply empower education to enhance delivery efficiency and improve students' personalized experiences.
AI + education is the best practical scenario under high-frequency iteration and personalized needs. Since January, multiple education companies have integrated the DeepSeek large model. Under the catalysis of high-quality open-source and Low Stock Price models, the rich vertical data reserves of existing education companies, combined with the inference capabilities of large models, are expected to accelerate the commercialization of AI education products. China Securities Co., Ltd. Research Reports believe that AI technology makes it possible to balance high quality, inclusiveness, and personalization in education through cost reduction and efficiency improvement, with the potential to deeply empower education to enhance delivery efficiency and improve students' personalized experiences. According to data from iResearch and Tencent Research Institute, the domestic AI + education B-end and C-end markets are expected to reach 47.7 billion yuan and 28.2 billion yuan respectively by 2027, while the AI + companionship market is expected to reach the trillion yuan level within 3-5 years.
According to data from the financial news agency, among the relevant listed companies:
Bean God Education has completed the construction of a model map that is relatively advanced in the domestic language and literature field, along with the targeted development of embedding and Rerank algorithms. The company officially released a brand new hyper-personalized AI intelligent teaching product on October 30, 2024.
Newcapec Electronics stated that the company's AI technology is currently mainly applied to AI + education application scenarios, and Newcapec has developed the "Xiao Mei Classmate" campus life AI product based on the Pangu large model and Tongyi Qianwen large model.
Today, after hitting the high near 24,000 in the early session and entering bearish positions, the index fell sharply by nearly over 600 points, immediately recouping yesterday's losses significantly.
Moreover, today it broke the new high again, reaching a maximum of 24,076, but by the end of the market, it fell back by about 70 points, producing a bearish candle. The current trend has not yet been broken, but from the previous low until now, it has risen close to 6,000 points. It is believed that those with positions can continue to hold until there is a clear trend reversal for profit-taking. Those without positions can wait for a pullback to get in. Actually, it is hoped for a quick pullback, as it allows for entry and also provides a healthy breath.
Currently, the outlook remains the same as before. It is believed that even if there is a pullback, it shouldn't be too deep. However, if Futures fail to stabilize and close below 22,350, there may still be room for decline. The chance of Futures falling below 21,400 in the short term should be low, so it is considered that if a significant pullback occurs, it presents a good opportunity to incrementally go long. Recently, there has been a consistent approach to not hold positions overnight, only focusing on immediate trades, as there is no high chasing and no casual short selling.
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