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喵喵呢

喵喵呢

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IP属地：北京

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08-30 00:35

$涂鸦智能(TUYA)$ 这个票废了

07-29

$涂鸦智能(TUYA)$ w这公司得有多差才能一直不涨？

06-26

$涂鸦智能(TUYA)$ h赶紧退市吧

04-08

$涂鸦智能(TUYA)$ 垃圾中的垃圾

03-18

$涂鸦智能(TUYA)$ 给我冲！

03-14

$涂鸦智能(TUYA)$ 垃圾都涨，就你跌

03-07

开始讲故事

@格隆汇:对话涂鸦智能(02391.HK/TUYA.US)联合创始人杨懿：技术赋能破解三重壁垒，AI普惠催生商业质变

02-26

$涂鸦智能(TUYA)$ 没有主动买盘了

02-24

$涂鸦智能(TUYA)$ 都结束了

02-22

$涂鸦智能(TUYA)$ 见顶了！

02-22

$涂鸦智能(TUYA)$ 见顶了🤓

02-10

$三倍做空富时中国ETF-Direxion(YANG)$ 没想到，真垃圾

02-07

$涂鸦智能(TUYA)$ 美股不认港股涨幅

02-06

$涂鸦智能(TUYA)$ 这票完全没有主力关注

01-13

$中国大盘股ETF-iShares(FXI)$

2024-12-08

$黄金主连 2502(GCmain)$

2023-06-11

$涂鸦智能(TUYA)$ 这股干嘛呢

2022-09-09

$FXI 20220909 29.0 CALL$涨几倍

去老虎APP查看更多动态

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垃圾都涨，就你跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/413419016020600","isVote":1,"tweetType":1,"viewCount":1060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410947450757624,"gmtCreate":1741362471451,"gmtModify":1741362473425,"author":{"id":"3547556966162381","authorId":"3547556966162381","name":"喵喵呢","avatar":"https://static.tigerbbs.com/eb4a60eb275204886471ca29d719cad0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547556966162381","authorIdStr":"3547556966162381"},"themes":[],"htmlText":"开始讲故事","listText":"开始讲故事","text":"开始讲故事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410947450757624","repostId":"410906654392744","repostType":1,"repost":{"id":410906654392744,"gmtCreate":1741352270597,"gmtModify":1741353990261,"author":{"id":"39105730803552","authorId":"39105730803552","name":"格隆汇","avatar":"https://static.tigerbbs.com/8774dfe20eceb38c9645128bb6e60684","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"39105730803552","authorIdStr":"39105730803552"},"themes":[],"title":"对话涂鸦智能(02391.HK/TUYA.US)联合创始人杨懿：技术赋能破解三重壁垒，AI普惠催生商业质变","htmlText":"盈利是科技企业的生命线。 经典科技史著作《浪潮之巅》一书中，引用了松下幸之助的名言：“一个产品如果不能盈利，就是对人类的犯罪，因为它浪费了人力和物力。” 《浪潮之巅》还指出，在互联网时代，大量企业盲目追求用户规模而忽视盈利路径，最终因现金流断裂被淘汰，形成了史上著名的互联网泡沫。 相比之下，当时的谷歌凭借其创新的搜索算法和基于广告的清晰盈利模式实现了盈利，成为幸存者。 这无一不印证了熊彼特\"创造性破坏\"理论的终极要义——创新必须完成\"技术势能→商业模式→财务正循环\"的价值闭环。 近年来，人工智能浪潮也未能“免俗”：人工智能历经三起两落，一度陷入\"技术惊艳-商业乏力\"的怪圈。2020年前后的AI寒冬犹在眼前：全球头部AI企业绝大部分仍在亏损，商业化路径模糊的算法公司批量消亡。 但好在AI行业也有迹象显现“冰雪已经逐渐消融”，AI行业的春天已至。 根据DeepSeek在知乎上发表题为《DeepSeek-V3/R1 推理系统概览》的文章披露，DeepSeek实现了理论成本利润率545%的惊人突破；全球化AI云开发者平台涂鸦智能，也在2024年交出了首份年度盈利答卷。 这两个维度的突破，共同勾勒出人工智能产业化落地的可行路径。 涂鸦智能财报摘要： 2024年第四季度业绩 总收入：8210万美元，同比增长27.4%，显著高于彭博一致预期的8040万美元。 毛利率：47.8%，同比提升0.5个百分点，环比提升1.8个百分点。 Non-GAAP净利润：2210万美元，净利润率26.9%，同比提升7.4个百分点 2024年全年业绩 总收入：2.986亿美元，同比增长29.8%。 毛利率：47.4%，同比提升1个百分点，连续6年持续稳健提升。 Non-GAAP净利润：7530万美元，同比增长268.5%，净利润率25%。 GAAP净利润：凭借良好的Non-GAAP经营表现，有效覆盖掉了与商业","listText":"盈利是科技企业的生命线。 经典科技史著作《浪潮之巅》一书中，引用了松下幸之助的名言：“一个产品如果不能盈利，就是对人类的犯罪，因为它浪费了人力和物力。” 《浪潮之巅》还指出，在互联网时代，大量企业盲目追求用户规模而忽视盈利路径，最终因现金流断裂被淘汰，形成了史上著名的互联网泡沫。 相比之下，当时的谷歌凭借其创新的搜索算法和基于广告的清晰盈利模式实现了盈利，成为幸存者。 这无一不印证了熊彼特\"创造性破坏\"理论的终极要义——创新必须完成\"技术势能→商业模式→财务正循环\"的价值闭环。 近年来，人工智能浪潮也未能“免俗”：人工智能历经三起两落，一度陷入\"技术惊艳-商业乏力\"的怪圈。2020年前后的AI寒冬犹在眼前：全球头部AI企业绝大部分仍在亏损，商业化路径模糊的算法公司批量消亡。 但好在AI行业也有迹象显现“冰雪已经逐渐消融”，AI行业的春天已至。 根据DeepSeek在知乎上发表题为《DeepSeek-V3/R1 推理系统概览》的文章披露，DeepSeek实现了理论成本利润率545%的惊人突破；全球化AI云开发者平台涂鸦智能，也在2024年交出了首份年度盈利答卷。 这两个维度的突破，共同勾勒出人工智能产业化落地的可行路径。 涂鸦智能财报摘要： 2024年第四季度业绩 总收入：8210万美元，同比增长27.4%，显著高于彭博一致预期的8040万美元。 毛利率：47.8%，同比提升0.5个百分点，环比提升1.8个百分点。 Non-GAAP净利润：2210万美元，净利润率26.9%，同比提升7.4个百分点 2024年全年业绩 总收入：2.986亿美元，同比增长29.8%。 毛利率：47.4%，同比提升1个百分点，连续6年持续稳健提升。 Non-GAAP净利润：7530万美元，同比增长268.5%，净利润率25%。 GAAP净利润：凭借良好的Non-GAAP经营表现，有效覆盖掉了与商业","text":"盈利是科技企业的生命线。 经典科技史著作《浪潮之巅》一书中，引用了松下幸之助的名言：“一个产品如果不能盈利，就是对人类的犯罪，因为它浪费了人力和物力。” 《浪潮之巅》还指出，在互联网时代，大量企业盲目追求用户规模而忽视盈利路径，最终因现金流断裂被淘汰，形成了史上著名的互联网泡沫。 相比之下，当时的谷歌凭借其创新的搜索算法和基于广告的清晰盈利模式实现了盈利，成为幸存者。 这无一不印证了熊彼特\"创造性破坏\"理论的终极要义——创新必须完成\"技术势能→商业模式→财务正循环\"的价值闭环。 近年来，人工智能浪潮也未能“免俗”：人工智能历经三起两落，一度陷入\"技术惊艳-商业乏力\"的怪圈。2020年前后的AI寒冬犹在眼前：全球头部AI企业绝大部分仍在亏损，商业化路径模糊的算法公司批量消亡。 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