异动解读 | 有道2024年财报超预期 首次实现全年盈利 推动股价盘前大涨5.37%

异动解读
20 Feb

网易旗下教育科技公司有道(DAO)今日盘前大涨5.37%,引起了市场的广泛关注。

令投资者看好的主要原因是,有道发布了2024年第四季度及全年财报。财报显示,在"AI+教育"战略的推动下,有道2024年全年实现盈利能力和现金流表现双双创下历史新高。具体来看,有道2024年全年净收入达56.3亿元,同比增长4.4%;更值得重视的是,经营利润实现1.5亿元,首次成功实现了全年盈利;此外经营性现金净流出同比也大幅收窄84.5%。

对于有道实现全年盈利,业内人士认为这主要归功于有道在聚焦优势业务、加码AI技术创新和商业化落地三方面的努力。一是实行聚焦战略,以AI技术赋能核心教育服务等主营业务,提升了盈利能力;二是持续推动AI技术创新,先后推出子曰大模型、推理模型"子曰-o1"等,并成功将DeepSeek推理引擎与现有产品深度融合,实现了全面的AI赋能;三是通过推出AI答疑笔等新品类产品,加速了AI教育商业化的落地。

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