$涂鸦智能(TUYA_老虎社区_美港股上老虎

豆豆的投资笔记

07-22

$涂鸦智能(TUYA)$ 涂鸦最近和阿里云的合作挺值得一看的，涂鸦的lot平台充当骨架作用，阿里云的云计算充当大脑作用，双方共同出的方案比较容易复制和量产

我个人认为目前推出的几款方案里（AI宠物解决方案、AI IPC解决方案以及AI玩具盒子方案）,AI宠物解决方案是最有看头的，单单中国的养宠人家就有1.2亿户，这个市场很大，而且算得上是物联网市场中为数不多的蓝海区域。

这个应用场景现在在阿里云云市场的通义消费电子专区有上架

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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