AIIIIII
03-03 15:06
210万美元订单是三年总额,平均每年70万美元。现在只是1400台,如果2万台全铺开,按同样的订阅费测算,年经常性收入确实能到千万美元级别。关键是这种模式一旦跑通,后续每多铺一台,都是纯增量。
@HHuuu:
$AINOS Inc.(AIMD)$ 最新股东信里,我个人更关注的一点是,在最多2万台AI Nose分阶段落地的合作框架下,年订单值有望接近千万美元级别。[财迷] [财迷] 首批已确认的1,400台订单,对应三年约210万美元的订阅收入,这是实际落地的第一步。更关键的是,公司采用的是订阅模式,而不是一次性卖设备的收入结构。另外,$AINOS Inc.(AIMD)$ 在先进半导体前端晶圆厂进行验证,这类场景技术门槛很高,能够进入验证阶段本身就是实力的一种体现。 随着后续规模逐步放大,收入的持续性和增长空间都有望提升,对估值也会更友好。
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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