$涂鸦智能(TUYA_老虎社区_美港股上老虎

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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