网易有道（DAO）今日盘中股价大幅上涨5.29%，引起了市场关注。
消息面上，公司此前发布了2026年第一季度财报，显示净收入同比增长，经营利润连续七个季度为正。其中，AI订阅服务总销售额首次突破1亿元，同比增长超过70%；广告业务收入同比增长20.9%，成为核心增长引擎。公司CEO周枫强调，AI是公司下一阶段增长的核心战略。
此外，华泰证券发布最新研报，维持网易有道“买入”评级，并将目标价从13.56美元上调至13.99美元。研报指出，公司Q1经营现金流显著改善，广告业务估值提升，AI业务发展势头强劲，是上调目标价的主要原因。
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.