$涂鸦智能(TUYA_老虎社区_美港股上老虎

趋势交易猿
10-28

$涂鸦智能(TUYA)$消费端整体表现一般，alot主要面向消费市场，消费起不来，需求自然不会太旺盛。房地产不行，那智能家居主要就得靠老旧设备换成新的智能设备，总体数量增长并不会像早年的电器行业出现爆发性提升。涂鸦的逻辑更多是依靠提升国内外的市场占有率来驱动增长。

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