$涂鸦智能(TUYA_老虎社区_美港股上老虎 - 老虎社区

$涂鸦智能(TUYA)$

周二盘后就要发财报了，没想到盘前就等来了一个利好，淡马锡入股涂鸦。

看了一下，淡马锡直接买了13%的股份，这个比例不低，应该是战略入股。作为全球知名股权投资基金，淡马锡还是能给涂鸦提供挺多资本市场和业务上的协同的。

卖出股份的是New Enterprise Associates，是涂鸦智之前最大的机构投资者，持有涂鸦智能的时间挺长了。通过股权交易减持掉一部分，不会对二级市场形成抛压，这点很重要。

马上发布三季报了，如果业绩也超预期的话，感觉估值中枢要抬升了。

$涂鸦智能-W(02391)$

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