周二盘中，网易有道（股票代码：DAO）股价大跌5.02%，引发市场关注。虽然公司最近推出了新一代AI答疑笔产品SpaceX，但投资者似乎对公司在竞争激烈的教育硬件市场中的前景持谨慎态度。
据报道，网易有道近期发布了AI答疑笔SpaceX，这是该公司在半年内推出的第二款答疑笔产品。这款产品旨在为初高中学生提供便捷的学习辅助工具，支持全科答疑功能。然而，尽管公司在产品创新上不断努力，但投资者可能担心答疑笔能否在已经拥挤的教育硬件市场中成功突围。
教育硬件市场竞争激烈，特别是学习机产品对其他细分品类造成了较大压力。网易有道高级副总裁吴迎晖表示，考虑到当前经济状况，消费者可能会优先选择功能更全面的学习机，这可能会挤压答疑笔等其他产品的市场空间。此外，答疑笔面临来自免费大模型应用的竞争，这可能影响其商业化前景。这些因素可能导致投资者对公司未来增长潜力产生疑虑，从而引发股价下跌。
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