$深演智能(0272_老虎社区_美港股上老虎

互联网俊才
05-19 14:51

$深演智能(02723)$从商业模式角度看，从卖工具到卖结果。以前卖SaaS软件，按license收费；现在卖AI智能体服务，按效果和价值收费。这个转型短期导致毛利率从31%降到25%，但换来的是更高的客单价和极强的客户粘性。88%的留存率已经说明问题了，前景还是不恨错的

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