大行评级|招商证券国际:将多邻国与新东方列为教育行业首选,评级均为“增持”
Ge Long Hui·2026-01-09 09:14

Group 1 - The core viewpoint of the article is that the education sector has a promising outlook driven by innovations in AI technology and defensive growth [1] - The report highlights that Duolingo and New Oriental are the top picks, maintaining "buy" ratings with target prices of $347 and $70 respectively [1] - The article emphasizes that the continuous innovation of AI in education is leading to a differentiated competitive landscape among market participants [1] Group 2 - The comprehensive development of model capabilities, systematic content, emotional support, and generalized learning scenarios is identified as a future trend in the education industry [1]

CMS-大行评级|招商证券国际:将多邻国与新东方列为教育行业首选,评级均为“增持” - Reportify