喵喵呢
03-27
我都拿 5 年了快
@码农也要炒股票:
$涂鸦智能(TUYA)$ 公众号天天发各种黑科技,CES展、法兰克福展的AI方案一个接一个,AI宠物的产品方案也在不断落地,TuyaOpen框架能调全球顶尖大模型,DuckyClaw端侧AI还解决了隐私和延迟,连家庭能源管理都能做到电费降54%,全球180万开发者摆在那,财报净利润率也一路涨,硬实力是真没话说。 但架不住市场就是不买账,估值压得低到离谱,哪怕是最悲观的券商都喊有30%+上行空间了,股价还是趴着。明明技术落地能力拉满,孵化的AI硬件爆款也不少,生态伙伴遍布全球,结果愣是没把技术实力转化成资本市场的认可度,这估值对比技术实力,低估得太明显了。 花这么多心思搞研发、建生态,把AI+IoT的壁垒筑得这么高,结果市场看不到价值,属实可惜了这技术底子。
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