在美股盘前交易中，中国在线教育公司有道（DAO）股价出现大幅下跌，跌幅达6.37%。这一走势引发了市场的广泛关注。
分析人士指出，此次股价下跌可能与近期发布的AI+教育行业深度报告有关。该报告指出，随着AI技术在教育领域的快速渗透，行业竞争正在加剧。报告特别提到，包括有道在内的多家头部公司正积极拥抱AI战略，开启"AI原生"模式，并推出新的硬件产品。
然而，这种快速转型也带来了不确定性。投资者可能担心AI教育市场的竞争加剧将影响有道的盈利能力。同时，AI技术的高速发展也可能要求公司增加研发投入，短期内对财务表现造成压力。尽管有道已推出全新的AI硬件产品如SpaceOne词典笔，但市场似乎对其在激烈的AI教育竞争中的表现持谨慎态度。
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