多邻国(DUOL)今日盘中大涨6.03%,引发市场关注。分析人士认为,这与教育AI公司的估值方式出现转变有关。
报告指出,过去教育AI公司多被视为传统消费类资产,采用较低PE等估值指标。但随着AI技术走向成熟,有望逐渐独立成为教育公司的核心业务。
因此,教育AI公司的估值体系开始向互联网TMT公司靠拢,用户价值和潜在成长性成为核心考量因素,预期将迎来估值切换和价值重估。作为教育AI龙头,多邻国有望率先受益于这一变革。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.