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孤雁投资
孤雁投资
·
12-04 15:42
$涂鸦智能(TUYA)$
豆包做AI手机助手，是对自身的焦虑，因为他没有消费级硬件入口。而微信限制豆包，本质上也是入口之争，一旦放开就会比较被动。 端侧可能是接下来AI最重要的叙事了，OpenAI也在做这件事情，对一些中小厂家赋能，是涂鸦未来一个很大的机会。
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孤雁投资
孤雁投资
·
11-26
$涂鸦智能(TUYA)$
端侧最近又密集催化了，巨头都在搞，AIOT就是最正的，涂鸦财报大涨后，正好接上这波趋势。
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孤雁投资
孤雁投资
·
11-18
$涂鸦智能(TUYA)$
贝索斯也搞了一个物理AI的项目，市场对这个方向还在加码当中，涂鸦重点转向物理AI符合时代确实趋势，等业绩出来看看有啥进展
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孤雁投资
孤雁投资
·
11-04
$涂鸦智能(TUYA)$
周末奥特曼最新的访谈，目标还是能搞出来一个在端侧运行GPT5/6的设备。目标没变过，这个提了好几次了，设备智能化是他必须要做的。涂鸦智能这两年也在重点做设备智能化，巨头持续背书，还是很有前景的。
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孤雁投资
孤雁投资
·
10-24
$涂鸦智能(TUYA)$
涂鸦智能分析师的评级都在3块以上，现在这个价格显然是非常低估的。 接下来还有两个催化：中美会谈见面和三季报，大概率都是利好。
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孤雁投资
孤雁投资
·
10-16
$涂鸦智能(TUYA)$
依旧拿着涂鸦的几个理由： 1、端侧硬件的业绩预期都挺好的； 2、巨头持续加码AI投入建设； 3、细分领域的竞争不算激烈
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孤雁投资
孤雁投资
·
09-25
$涂鸦智能(TUYA)$
OpenAI要搞消费级硬件设备，这个消息对端侧是大利好。 首款产品可能是AI陪伴设备，巨头带来的市场扩容，涂鸦智能这种已经有产品的公司，会挺受益
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孤雁投资
孤雁投资
·
08-27
$涂鸦智能(TUYA)$
涂鸦智能业绩很不错呀，没有意外。 涂鸦智能上半年总收入达1.548亿美元，同比增长14.7%。其中PaaS收入1.119亿美元，同比增12.0%；SaaS及其他收入2,100万美元，同比增15.6%；智慧解决方案收入2,190万美元，同比增30.1%。 Non-GAAP净利润3940万美元，同比增长25.4%。整体毛利率上升至48.4%，同比增长0.5个百分点。净利润率达15.2%，同比增长15.5个百分点。 上半年分红3300万美元。Q2单季度也实现经营性盈利了。 截至2025年6月30日，涂鸦智能现金、现金等价物以及短期及长期投资总额为10.063亿美元。 AI硬件进展不错，昨天人工智能+的政策着重提到智能终端，今天端侧都动了，冲的挺猛的，看看涂鸦这波能修复多少。
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孤雁投资
孤雁投资
·
08-19
$涂鸦智能(TUYA)$
涂鸦近期两则信息: Connor Clark & Lunn Investment Management Ltd.在第一季度将其在涂鸦智能的股份增加了40.1%，拥有超过 210 万股，价值约 650 万美元。 杰富瑞金融集团首次给予涂鸦“买入”评级，目标价为 3.49 美元。
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孤雁投资
孤雁投资
·
07-28
$涂鸦智能(TUYA)$
涂鸦二季报的发布日期还没公布，不过估计应该也快了，股价八月底前大概率会公布，看看财报的催化节点会不会有新行情。
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href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$ </a> 涂鸦智能分析师的评级都在3块以上，现在这个价格显然是非常低估的。 接下来还有两个催化：中美会谈见面和三季报，大概率都是利好。","text":"$涂鸦智能(TUYA)$ 涂鸦智能分析师的评级都在3块以上，现在这个价格显然是非常低估的。 接下来还有两个催化：中美会谈见面和三季报，大概率都是利好。","images":[{"img":"https://static.tigerbbs.com/bc006bebe44431489f5c517ca2feef82","width":"1216","height":"2244"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492578794226016","isVote":1,"tweetType":1,"viewCount":973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":489542628946472,"gmtCreate":1760544849494,"gmtModify":1760546106335,"author":{"id":"4162293439716592","authorId":"4162293439716592","name":"孤雁投资","avatar":"https://static.tigerbbs.com/ead4c196405d2fc7646a16b108ddc49e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4162293439716592","idStr":"4162293439716592"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$ </a> 依旧拿着涂鸦的几个理由： 1、端侧硬件的业绩预期都挺好的； 2、巨头持续加码AI投入建设； 3、细分领域的竞争不算激烈","listText":"<a href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$ </a> 依旧拿着涂鸦的几个理由： 1、端侧硬件的业绩预期都挺好的； 2、巨头持续加码AI投入建设； 3、细分领域的竞争不算激烈","text":"$涂鸦智能(TUYA)$ 依旧拿着涂鸦的几个理由： 1、端侧硬件的业绩预期都挺好的； 2、巨头持续加码AI投入建设； 3、细分领域的竞争不算激烈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489542628946472","isVote":1,"tweetType":1,"viewCount":1099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482281701987176,"gmtCreate":1758773359294,"gmtModify":1758775355699,"author":{"id":"4162293439716592","authorId":"4162293439716592","name":"孤雁投资","avatar":"https://static.tigerbbs.com/ead4c196405d2fc7646a16b108ddc49e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4162293439716592","idStr":"4162293439716592"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$ </a> OpenAI要搞消费级硬件设备，这个消息对端侧是大利好。 首款产品可能是AI陪伴设备，巨头带来的市场扩容，涂鸦智能这种已经有产品的公司，会挺受益","listText":"<a href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$ </a> OpenAI要搞消费级硬件设备，这个消息对端侧是大利好。 首款产品可能是AI陪伴设备，巨头带来的市场扩容，涂鸦智能这种已经有产品的公司，会挺受益","text":"$涂鸦智能(TUYA)$ OpenAI要搞消费级硬件设备，这个消息对端侧是大利好。 首款产品可能是AI陪伴设备，巨头带来的市场扩容，涂鸦智能这种已经有产品的公司，会挺受益","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482281701987176","isVote":1,"tweetType":1,"viewCount":846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472335791702128,"gmtCreate":1756283015800,"gmtModify":1756283018760,"author":{"id":"4162293439716592","authorId":"4162293439716592","name":"孤雁投资","avatar":"https://static.tigerbbs.com/ead4c196405d2fc7646a16b108ddc49e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4162293439716592","idStr":"4162293439716592"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$ </a> 涂鸦智能业绩很不错呀，没有意外。 涂鸦智能上半年总收入达1.548亿美元，同比增长14.7%。其中PaaS收入1.119亿美元，同比增12.0%；SaaS及其他收入2,100万美元，同比增15.6%；智慧解决方案收入2,190万美元，同比增30.1%。 Non-GAAP净利润3940万美元，同比增长25.4%。整体毛利率上升至48.4%，同比增长0.5个百分点。净利润率达15.2%，同比增长15.5个百分点。 上半年分红3300万美元。Q2单季度也实现经营性盈利了。 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AI硬件进展不错，昨天人工智能+的政策着重提到智能终端，今天端侧都动了，冲的挺猛的，看看涂鸦这波能修复多少。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472335791702128","isVote":1,"tweetType":1,"viewCount":1691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469012860665888,"gmtCreate":1755536044499,"gmtModify":1755536572037,"author":{"id":"4162293439716592","authorId":"4162293439716592","name":"孤雁投资","avatar":"https://static.tigerbbs.com/ead4c196405d2fc7646a16b108ddc49e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4162293439716592","idStr":"4162293439716592"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$ </a> 涂鸦近期两则信息: Connor Clark & Lunn Investment Management Ltd.在第一季度将其在涂鸦智能的股份增加了40.1%，拥有超过 210 万股，价值约 650 万美元。 杰富瑞金融集团首次给予涂鸦“买入”评级，目标价为 3.49 美元。","listText":"<a href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$ </a> 涂鸦近期两则信息: Connor Clark & Lunn Investment Management Ltd.在第一季度将其在涂鸦智能的股份增加了40.1%，拥有超过 210 万股，价值约 650 万美元。 杰富瑞金融集团首次给予涂鸦“买入”评级，目标价为 3.49 美元。","text":"$涂鸦智能(TUYA)$ 涂鸦近期两则信息: Connor Clark & Lunn Investment Management Ltd.在第一季度将其在涂鸦智能的股份增加了40.1%，拥有超过 210 万股，价值约 650 万美元。 杰富瑞金融集团首次给予涂鸦“买入”评级，目标价为 3.49 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涂鸦二季报的发布日期还没公布，不过估计应该也快了，股价八月底前大概率会公布，看看财报的催化节点会不会有新行情。","text":"$涂鸦智能(TUYA)$ 涂鸦二季报的发布日期还没公布，不过估计应该也快了，股价八月底前大概率会公布，看看财报的催化节点会不会有新行情。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461492936851752","isVote":1,"tweetType":1,"viewCount":1413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}