$有道(DAO)$ _老虎社区_美港股上老虎

$有道(DAO)$ $有道(DAO)$ 最近教育公司密集发财报呢，我来对比一$高途(GOTU)$ 高途和有道。

高途21号发的一季度报，营收刚过7个亿吧，95%的营收是学习服务，但是亏损了，所以当时股价直接跌了19%。有道一季度财报营收了13亿多点，其中学习服务也差不多是7个亿，但比高途多了Ai广告+Ai订阅会员而且盈利了，这部分多出了将近一倍收入，就是不知道这个AI+教育的双轨道模式能不能稳稳走下去。

单看股价也挺有意思的，高途这点营收股价都6.5以上，有道营收多了快一倍现在才3块多，其实从营收股价对比的角度看有道适合抄底。虎友们肿么看？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

拉王之王
05-24
拉王之王
兄弟分析的太片面了，股票不能只从财报分析来看，还要看战略规划，未来布局，现金流以及公司创始人等等等等，高途未来潜力绝对远远大于有道的，看着吧
- 高启强爱美股:
  一定程度上，我的确认为陈向东老板绝对是一个狠人！
亲爱的小宋同学
05-24
亲爱的小宋同学
高途营收9亿，还有现金37亿，有道还借款呢
蜡笔小新FL
05-24
蜡笔小新FL
有道有个好爸爸，感觉有搞头
- Max123:
  有道剥离网易主体了

发表看法

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