喵喵呢的个人主页 - 老虎社区

喵喵呢

喵喵呢

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03-10

$涂鸦智能-W(02391)$ 这个跟龙虾没关系吗

2021-06-30

$AMC院线(AMC)$做空，别犹豫

2021-07-08

$AMC院线(AMC)$只想告诉你们一条真理，散户永远玩不过机构。赶紧卖！

2021-06-29

$AMC院线(AMC)$猴子们赶紧撤吧，跌下来只是时间问题

2025-02-22

$涂鸦智能(TUYA)$ 见顶了🤓

2021-06-21

$AMC院线(AMC)$大家赶紧做空啊

2021-07-02

$AMC院线(AMC)$猴子在哪里

2025-02-24

$涂鸦智能(TUYA)$ 都结束了

2025-02-22

$涂鸦智能(TUYA)$ 见顶了！

去老虎APP查看更多动态

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w这公司得有多差才能一直不涨？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461938039341200","isVote":1,"tweetType":1,"viewCount":827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450206721016432,"gmtCreate":1750942369472,"gmtModify":1750942370551,"author":{"id":"3547556966162381","authorId":"3547556966162381","name":"喵喵呢","avatar":"https://static.tigerbbs.com/eb4a60eb275204886471ca29d719cad0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547556966162381","authorIdStr":"3547556966162381"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$&nbsp;</a> h赶紧退市吧","listText":"<a href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$&nbsp;</a> h赶紧退市吧","text":"$涂鸦智能(TUYA)$ h赶紧退市吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450206721016432","isVote":1,"tweetType":1,"viewCount":1424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422259575308712,"gmtCreate":1744120913556,"gmtModify":1744120967281,"author":{"id":"3547556966162381","authorId":"3547556966162381","name":"喵喵呢","avatar":"https://static.tigerbbs.com/eb4a60eb275204886471ca29d719cad0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547556966162381","authorIdStr":"3547556966162381"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 垃圾中的垃圾","listText":"<a href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 垃圾中的垃圾","text":"$涂鸦智能(TUYA)$ 垃圾中的垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422259575308712","isVote":1,"tweetType":1,"viewCount":1658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421867483087576,"gmtCreate":1744031185915,"gmtModify":1744031188029,"author":{"id":"3547556966162381","authorId":"3547556966162381","name":"喵喵呢","avatar":"https://static.tigerbbs.com/eb4a60eb275204886471ca29d719cad0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547556966162381","authorIdStr":"3547556966162381"},"themes":[],"title":"","htmlText":"哪个这个价格(｡･ω･｡)?","listText":"哪个这个价格(｡･ω･｡)?","text":"哪个这个价格(｡･ω･｡)?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421867483087576","repostId":"2525385180","repostType":2,"repost":{"id":"2525385180","kind":"news","pubTimestamp":1743985500,"share":"https://www.laohu8.com/m/news/2525385180?lang=zh_CN&edition=full","pubTime":"2025-04-07 08:25","market":"fut","language":"zh","title":"贝壳-W4月4日斥资300万美元回购46.65万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2525385180","media":"新浪港股","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　贝壳-W（02423）发布公告，于2025年4月3日该公司斥资154.76万美元回购22.3万股，回购价格为每股6.81-7.09美元。\n　　于2025年4月4日该公司斥资300万美元回购46.65万股，回购价格为每股6.23-6.59美元。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","content":"<html><body><div>\n<div>\n<div>\n<img src=\"http://image.sinajs.cn/n/hk/min/640x360xxfhd/02423.png\"/>\n</div>\n<div>\n<div>\n<span>热点栏目</span>\n<s></s>\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n</div>\n客户端\n</div>\n</div>\n<p>　　<span><a href=\"https://laohu8.com/S/02423\">贝壳-W</a></span><span></span>（02423）发布公告，于2025年4月3日该公司斥资154.76万美元回购22.3万股，回购价格为每股6.81-7.09美元。</p>\n<p>　　于2025年4月4日该公司斥资300万美元回购46.65万股，回购价格为每股6.23-6.59美元。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：卢昱君 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>贝壳-W4月4日斥资300万美元回购46.65万股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n贝壳-W4月4日斥资300万美元回购46.65万股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-07 08:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/hkstock/ggscyd/2025-04-07/doc-ineshvhh6111885.shtml><strong>新浪港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　贝壳-W（02423）发布公告，于2025年4月3日该公司斥资154.76万美元回购22.3万股，回购价格为每股6.81-7.09美元。\n　　于2025年4月4日该公司斥资300万美元回购46.65万股，回购价格为每股6.23-6.59美元。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/ggscyd/2025-04-07/doc-ineshvhh6111885.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU0173614495.USD":"富达中国焦点A","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU0359201612.USD":"贝莱德中国基金A2","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","BK4548":"巴美列捷福持仓","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1688375341.USD":"贝莱德中国灵活股票基金","BK1097":"房地产服务","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BEKE":"贝壳","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK4585":"ETF&股票定投概念","BK4509":"腾讯概念","LU1831875114.USD":"SCHRODER ISF ALL CHINA EQUITY \"A\" (USD) ACC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","02423":"贝壳-W","BK4526":"热门中概股","LU0287142896.SGD":"Fidelity China Focus A-SGD","BK4079":"房地产服务","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","BK4588":"碎股","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","BK4505":"高瓴资本持仓","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC"},"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2025-04-07/doc-ineshvhh6111885.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2525385180","content_text":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　贝壳-W（02423）发布公告，于2025年4月3日该公司斥资154.76万美元回购22.3万股，回购价格为每股6.81-7.09美元。\n　　于2025年4月4日该公司斥资300万美元回购46.65万股，回购价格为每股6.23-6.59美元。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","news_type":1,"symbols_score_info":{"02423":1,"BEKE":1}},"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415532583260520,"gmtCreate":1742477637418,"gmtModify":1742477639832,"author":{"id":"3547556966162381","authorId":"3547556966162381","name":"喵喵呢","avatar":"https://static.tigerbbs.com/eb4a60eb275204886471ca29d719cad0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547556966162381","authorIdStr":"3547556966162381"},"themes":[],"title":"","htmlText":"谁敢买棺材车","listText":"谁敢买棺材车","text":"谁敢买棺材车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415532583260520","repostId":"2520456121","repostType":2,"repost":{"id":"2520456121","kind":"news","pubTimestamp":1742473806,"share":"https://www.laohu8.com/m/news/2520456121?lang=zh_CN&edition=full","pubTime":"2025-03-20 20:30","market":"hk","language":"zh","title":"李想：理想MEGA提前售罄，智驾焕新版21日发布","url":"https://stock-news.laohu8.com/highlight/detail?id=2520456121","media":"凤凰网科技","summary":"凤凰网科技讯 3月20日，今日下午，理想汽车CEO李想发文宣布，智驾焕新版理想MEGA将于明日上午10点正式发布。据此前消息，理想汽车产品线负责人曾透露，截至昨天，很多消费者在理想汽车官网下定MEGA时，页面显示已无法下定，目前MEGA已全部售罄。据了解，在工信部昨天公布的变更扩展名录中，理想L系列和MEGA的智驾焕新版已经完成申报。申报信息显示，新款MEGA延续现款车型外观设计，核心升级聚焦智能驾驶系统。","content":"<html><body><p>凤凰网科技讯（作者/冯皓钦）3月20日，今日下午，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>CEO李想发文宣布，智驾焕新版理想MEGA将于明日上午10点正式发布。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>据此前消息，理想汽车产品线负责人曾透露，截至昨天，很多消费者在理想汽车官网下定MEGA时，页面显示已无法下定，目前MEGA已全部售罄。此外，此次发布的新车型也将于明日起开启预订。</p><p>据悉，MEGA的NPS（用户净推荐值）上涨了很多，分数达到了84.2分，这说明越来越多的用户对理想MEGA的产品和服务持满意态度。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>据了解，在工信部昨天公布的变更扩展名录中，理想L系列和MEGA的智驾焕新版已经完成申报。申报信息显示，新款MEGA延续现款车型外观设计，核心升级聚焦智能驾驶系统。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>新车引入VLA大模型并优化感知算法，硬件配置呈现差异化升级，其中，AD Max版本用单颗Thor-U芯片替代原有双Orin-X芯片，新增激光雷达强化主动安全，而AD Pro版本则搭载地平线J6M芯片。</p><p>理想汽车副总裁刘杰曾明确表示，此次改款专注智驾能力提升，电池、电机及内外饰均维持现款配置。</p></body></html>","source":"ifeng_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>李想：理想MEGA提前售罄，智驾焕新版21日发布</title>\n<style 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href=\"https://tech.ifeng.com/c/8hspOWkpYyf\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1588":"回港中概股","LU1720050803.USD":"安联全方位中国股票基金","LI":"理想汽车","BK4099":"汽车制造商","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4585":"ETF&股票定投概念","BK1119":"汽车制造商","BK4503":"景林资产持仓","BK1587":"次新股","BK4563":"昨日强势股","LU1794554557.SGD":"Allianz All China Equity AT Acc 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Pro版本则搭载地平线J6M芯片。理想汽车副总裁刘杰曾明确表示，此次改款专注智驾能力提升，电池、电机及内外饰均维持现款配置。","news_type":1,"symbols_score_info":{"LI":1,"EVS.SI":0.6,"02015":1}},"isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":414896834425008,"gmtCreate":1742312091200,"gmtModify":1742312092879,"author":{"id":"3547556966162381","authorId":"3547556966162381","name":"喵喵呢","avatar":"https://static.tigerbbs.com/eb4a60eb275204886471ca29d719cad0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547556966162381","authorIdStr":"3547556966162381"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$&nbsp;</a> 给我冲！","listText":"<a href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$&nbsp;</a> 给我冲！","text":"$涂鸦智能(TUYA)$ 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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":1666,"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":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547556966162381","authorIdStr":"3547556966162381"},"themes":[],"title":"","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。 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%。 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