$涂鸦智能(TUYA_老虎社区_美港股上老虎

有舍有得mi
07-26

$涂鸦智能(TUYA)$ 涂鸦已经走出前几年持续亏损的阶段，现金流持续稳健，毛利率也还挺不错的。这两年高毛利 AI 相关 SaaS、端侧智能方案增速都高于整体营收，正在慢慢重塑收入结构。等着，Matter 生态持续渗透、AIoT硬件智能化升级推进吧，AI 服务有望打开会打开ARPU上行空间的

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