今日盘中，网易有道（股票代码：DAO）股价大涨5.24%，投资者对其最新发布的2025年第二季度财报反应积极。财报显示，公司业绩超出市场预期，实现连续第四个季度盈利，凸显其"AI原生"战略的成效。
根据财报，有道第二季度总净收入达14亿元人民币（约合1.979亿美元），同比增长7.2%，高于分析师预期的13.8亿元。更为亮眼的是，公司实现经营利润2880万元人民币，相比去年同期7260万元的亏损，成功扭亏为盈。这一业绩改善主要得益于公司在教育和广告领域的AI技术应用取得显著成果。
值得注意的是，有道的在线营销服务表现突出，收入同比增长23.8%至6.329亿元人民币。公司推出的AI广告投放优化师"有道小智"，实现了从需求分析到效果追踪的全链路AI决策，大幅提升了广告投放效率。此外，有道持续深化"AI原生"战略，通过"子曰"大模型在教育领域的应用，进一步提升了用户学习效率和产品竞争力。随着AI技术的持续深化应用，市场对有道未来增长潜力的信心不断增强。
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