2月21日,教育科技企业有道盘中股价大涨5%,报收9.83美元/股,创历史新高。引发这一走势的主要有以下原因:
一是有道在2024年全年率先实现盈利,营收同比增长4.4%,来自核心学习服务业务和硬件业务的收入均恢复增长。对于重点课程领域,有道有望持续保持增长态势。
二是有道正积极推进"AI原生"战略,并开始探索AI技术的商业化落地。其在教育大模型和推理模型等领域取得一定突破,旗下AI产品订阅服务销售额达2亿元,同比大增超130%。未来有道有望借助人工智能技术释放新增长动能。
三是有道与母公司网易的合作持续深化。双方拟进一步整合广告资源和互联网流量生态系统,有道的广告收入有望获得新增长空间。母公司暴雪游戏在国内的重新回归预计也将间接对有道股价带来利好影响。
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