$New Oriental Education & Technology(EDU)$ Education stocks surged today amid reports that Guotai and Haitong Securities issued a research note highlighting high school education reform. They continue to recommend three themes: AI + consumption, experiential consumption, and traditional retail with new channels, along with Q1 high-growth stocks. High school education demand remains strong, backed by 7–8 years of demographic tailwinds and government support for expanding capacity, standardizing private education, and integrating vocational and academic tracks，benefiting related names.
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