$涂鸦智能(TUYA_老虎社区_美港股上老虎

牛宇杰

07-11

$涂鸦智能(TUYA)$ 最近券商开始密集推荐端侧了，一个强烈的信号。感觉端侧应该会迎来一波小行情，A股不少股票都已经动了，特别是上游SOC/模组这些。

业绩好的股票是重点关注的，涂鸦智能的以业绩一直挺不错，Q3存储涨价幅度放缓，边际变好预期得提前配置！

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