$涂鸦智能(TUYA_老虎社区_美港股上老虎 - 老虎社区

$涂鸦智能(TUYA)$

涂鸦智能的估值对比市面上同类公司而言，确实相当低估了，行业可比公司中位数市销率在11倍左右，目前涂鸦仅有3.5倍。另外，涂鸦有大量现金头寸，因为净现金高于其市值，涂鸦的 EV 为负。

感觉中概股里向涂鸦这样净现金高于市值的公司不少，现在行情回暖下，这类股票的机会是不是挺大的？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":369965924704624,"tweetId":"369965924704624","gmtCreate":1731341306289,"gmtModify":1731341330510,"author":{"id":3542437996277612,"idStr":"3542437996277612","authorId":3542437996277612,"authorIdStr":"3542437996277612","name":"丁有鱼","avatar":"https://static.tigerbbs.com/9d1a2a96b3ad87d1ec14e26d15d24e5d","vip":2,"userType":2,"introduction":"专注分析上市公司","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者：发表过3篇及以上精华帖，且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.06.11","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者：发表过3篇及以上精华帖，且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.13","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":21565,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/4c46d444b7fcc885dc8c1b353e7067d5","width":"1089","height":"437"}],"coverImages":[{"img":"https://static.tigerbbs.com/4c46d444b7fcc885dc8c1b353e7067d5","width":"1089","height":"437"}],"html":"<html><head></head><body><a href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n<p>涂鸦智能的估值对比市面上同类公司而言，确实相当低估了，行业可比公司中位数市销率在11倍左右，目前涂鸦仅有3.5倍。另外，涂鸦有大量现金头寸，因为净现金高于其市值，涂鸦的 EV 为负。</p>\n<p>感觉中概股里向涂鸦这样净现金高于市值的公司不少，现在行情回暖下，这类股票的机会是不是挺大的？</p><img src=\"https://static.tigerbbs.com/4c46d444b7fcc885dc8c1b353e7067d5\" tg-width=\"1089\" tg-height=\"437\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n<p>涂鸦智能的估值对比市面上同类公司而言，确实相当低估了，行业可比公司中位数市销率在11倍左右，目前涂鸦仅有3.5倍。另外，涂鸦有大量现金头寸，因为净现金高于其市值，涂鸦的 EV 为负。</p>\n<p>感觉中概股里向涂鸦这样净现金高于市值的公司不少，现在行情回暖下，这类股票的机会是不是挺大的？</p><img src=\"https://static.tigerbbs.com/4c46d444b7fcc885dc8c1b353e7067d5\" tg-width=\"1089\" tg-height=\"437\"></body></html>","text":"$涂鸦智能(TUYA)$ 涂鸦智能的估值对比市面上同类公司而言，确实相当低估了，行业可比公司中位数市销率在11倍左右，目前涂鸦仅有3.5倍。另外，涂鸦有大量现金头寸，因为净现金高于其市值，涂鸦的 EV 为负。 感觉中概股里向涂鸦这样净现金高于市值的公司不少，现在行情回暖下，这类股票的机会是不是挺大的？","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/369965924704624","repostId":0,"isVote":1,"tweetType":1,"viewCount":1669,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TUYA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":268,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/369965924704624"}