金吾财讯 | 多邻国（DUOL）盘前上涨6.85%，报158.8美元。消息面上，投行Evercore ISI将教育科技股多邻国评级上调至跑赢大盘。机构看多多邻国，主要依据来自自有专项调研、对产品迭代改进的分析，以及跟踪到的近期日活用户数据。这份看涨报告的核心观点之一是，市场或许过度放大了ChatGPT对多邻国带来的竞争威胁。分析师Mark Mahaney表示，ChatGPT的影响确实客观存在，有36%语言学习者会使用该工具，它也是仅次于多邻国、YouTube的第三大语言学习工具，但有两点容易被市场忽略：一是使用ChatGPT学语言的用户，大多偏向旅游休闲类低变现场景；二是超半数使用ChatGPT的语言学习者同时也在使用多邻国，而且用户活跃度与多邻国核心用户水平接近，其中63%会每日登录使用。此外，Evercore ISI上调多邻国2027、2028年每股收益预期，并将目标价设定为210美元。
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.