$有道(DAO)$ _老虎社区_美港股上老虎 - 老虎社区

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丁有鱼
02-21

$有道(DAO)$ 有道硬件净利增长8.1%的同时，AI订阅开始贡献亿元级增量，双引擎驱动雏形已现。我觉得现在有道就像教育界的"小微软"-硬件端学Surface的软硬一体，订阅服务学Copilot的AI赋能，生态一旦跑通付费转化，估值重构必须提上日程。

# 今天该炒啥？

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夜晚的风222
·02-21
你是怎么得到这个结论的
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