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"China Merchants": First choice in the China education and training industry is Duolingo (DUOL.US), TAL Education (TAL.US), and New Oriental (EDU.US).
According to the research report from China Merchants, the policy background for the domestic Education industry remains stable, with strong demand. Industry leaders will continue to expand their market share through advantages in content, service, and funding, with K-12 Education becoming a key growth driver. As for the overseas Education industry, Duolingo (DUOL.US) as the Global leader in online language training will continue to experience rapid growth in users/revenue and expanding profit margin prospects,主要動力來自多鄰國 Max. The report indicates that leading companies in the Education industry will continue to maintain resilience, with ample room for expansion, supporting an optimistic growth outlook, while AI + Education provides a second growth curve.
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Pulaishi: Multiple factors support the trend of the US stock market in 2025, and the market focus may no longer be on AI.
According to Plaisir, it is expected that the U.S. stock market will gradually rise in the short term, but factors such as an unstable labor market, uncertainty in the new government's policies, and geopolitical tensions will continue to cause fluctuations in the stock market.
AI Agent, the next stop for large model implementation.
AI Agent is an intelligent agent that can perceive the environment, autonomously plan, make decisions, and execute actions to achieve goals, possessing essential characteristics such as autonomy, interactivity, reactivity, and adaptability, with large language models as its core driving force. With breakthroughs in underlying technologies powered by large models, we are seeing AI Agents gradually implemented in focused vertical + multiple agent collaborative application scenarios. According to market.us, the Global large model market size is expected to grow from 4.5 billion dollars in 2023 to 82.1 billion dollars by 2033, with a 10-year CAGR of 33.7%. We are Bullish about the future development trend of AI Agents and the investment opportunities brought by changes in the upstream and downstream Industry Chain.
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