港股异动 | 教育股涨幅居前机构称教育行业业绩整体表现良好 AI+教育提升估值空间

智通财经11-10

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，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2582884382?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-11-10 11:17","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2582884382","market":"fut","top_or_hot":-1,"title":"港股异动 | 教育股涨幅居前 机构称教育行业业绩整体表现良好 AI+教育提升估值空间","media":"智通财经","content":"<div>\n<p>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，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1367106.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 教育股涨幅居前 机构称教育行业业绩整体表现良好 AI+教育提升估值空间</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 教育股涨幅居前 机构称教育行业业绩整体表现良好 AI+教育提升估值空间\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-10 11:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1367106.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1367106.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"00839","symbol_name":"中教控股","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1367106.html","article_id":"2582884382","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2582884382","pubTimestamp":1762744622,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"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”。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"00839":"中教控股","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","SG9999001093.SGD":"United Greater China Fund A Acc SGD","BK1228":"教育服务","BK1595":"民办高教","09901":"新东方-S","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","06169":"宇华教育","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU2517655028.SGD":"WELLINGTON NEXT GENERATION EDUCATION \"A\" (SGDHDG) ACC","01769":"思考乐教育","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU2517655291.USD":"WELLINGTON NEXT GENERATION EDUCATION \"A\" (USD) ACC","BK1596":"K12教育","LU2517655374.HKD":"WELLINGTON NEXT GENERATION EDUCATION \"A\" (HKD) ACC","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","SG9999002950.SGD":"United Asian Growth Opportunities SGD","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK1556":"内地教育股","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","LU0594300419.USD":"富达中国消费基金A","BK1519":"在线教育","LU0650527681.SGD":"Fidelity China Consumer A-SGD","BK1588":"回港中概股","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","SG9999001051.SGD":"United Asia Fund SGD","SG9999006597.SGD":"United China-India Dynamic Growth SGD"},"translate_title":"Changes in Hong Kong stocks | Education stocks are among the top gainers. Institutions say the overall performance of the education industry is good. AI + education has room to improve valuation","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00839":1,"06169":1,"01769":1,"09901":1},"content_text":"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。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2582884382","isCrawlerRequest":true}

港股异动 | 教育股涨幅居前 机构称教育行业业绩整体表现良好 AI+教育提升估值空间

精彩评论

港股异动 | 教育股涨幅居前机构称教育行业业绩整体表现良好 AI+教育提升估值空间