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招商证券国际:51Talk(COE.US)AI创新释放增长潜力 估值非常具有吸引力
招商证券国际发布研报称,51Talk(COE.US)是在广阔的英语培训市场中崛起的新星,目前市场份额约0.5%(据第三方报告,全球非中国地区市场的总潜在市场规模约为169亿美元),其快速增长由市场扩展和AI创新驱动。目前51Talk的2026年前瞻市销率为1.6倍,低于同行平均的2. ...
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