$涂鸦智能(TUYA_老虎社区_美港股上老虎 - 老虎社区

$涂鸦智能(TUYA)$不看好，物联网平台是大厂商自己开发，小厂商不会用的尴尬局面，即便这个局面破了，占领市场的也是小米华为这样的

涂鸦智能IPO，你看好首日表现吗？

涂鸦智能以每股21美元的价格，将筹集9.15亿美元，腾讯和高瓴资本都已表示有意在IPO中买入至少1亿美元。CPP Investments，Dragoneer Investment Group，新加坡政府投资公司(GIC)，和Tiger Global Management旗下基金，有意合计买入至少3亿美元。涂鸦智能能否开门红，你怎么看？

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鲁君树人
2021-03-15
鲁君树人
物联网市场是蚂蚁市场，涂鸦toB已经过得不错了，你还是不了解
- 鲁君树人回复快乐牛仔:
  **吧？
- 快乐牛仔:
  你才是蚂蚁，你算个什么东西
- madhatter:
  不知道你说的哪个是蚂蚁市场，短时间在我看来，这个市场目前是不存在的，是没有真正需求的，或者说没法做好的，不然小米早上一百了。长远看应用层上面的会被系统层物联网打的渣都不剩。物联网只要还带网字，就注定赢家通吃。物联网家电厂商都比它机会大

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