Core Viewpoint - The article emphasizes three main investment themes in the education sector driven by the recovery of consumer expectations and AI applications [1][6]. Group 1: Education Training Sector - The education training sector is expected to benefit from the recovery of consumer expectations, with many companies currently valued below 1x PEG, indicating significant upside potential as sentiment improves [2][6]. - Recent stimulus policies, such as fertility subsidies and initiatives to encourage local exploration of school holiday adjustments, are likely to boost confidence in the education training sector [2][6]. Group 2: Vocational Training - Certain vocational training companies are anticipated to experience performance recovery in 2025, supported by a low base effect and cyclical trends [3][6]. Group 3: AI in Education - Education AI is identified as a crucial trend for the future, with expectations for more product launches, iterations, and optimizations this year. Companies with well-established product and commercialization strategies should be prioritized in the short term, while long-term focus should be on technological advancements and player accumulation in specific educational scenarios [4][6].