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小逸往前冲
2021-11-11
$涂鸦智能(TUYA)$
等等我,我要上车
小逸往前冲
2021-09-15
这篇文章不错,转发给大家看看
涂鸦智能(NYSE TUYA):2亿美元股份回购,大行给予“强烈买入”级,价值回归正当时
小逸往前冲
2021-09-15
$涂鸦智能(TUYA)$
今天为啥涨了?
小逸往前冲
2021-08-24
$涂鸦智能(TUYA)$
涨涨涨[看涨] [看涨] [看涨]
小逸往前冲
2021-08-20
$涂鸦智能(TUYA)$
要反弹了
小逸往前冲
2021-08-20
👍🏻
抱歉,原内容已删除
小逸往前冲
2021-08-18
$涂鸦智能(TUYA)$
开始反弹了
小逸往前冲
2021-08-18
$涂鸦智能(TUYA)$
抄底了
小逸往前冲
2021-08-18
$涂鸦智能(TUYA)$
美国时间2021年8月18日,全球化IoT开发平台涂鸦智能(NYSE: TUYA)公布了2021年第二季度未经审计的财报。财报显示,第二季度,涂鸦智能各项关键营收数据持续增长,公司总收入为8,470万美元,同比增长约118%。其中,IoT PaaS营收同比增长约163.9%,达到7,690万美元;SaaS及其他收入同比增长约171.4%,达到340万美元;公司整体毛利率达到42.2%,对比第一季度保持稳定。
小逸往前冲
2021-08-18
小逸往前冲
2021-08-03
$e家快服(EJH)$
大家可以抄底了[开心] [开心] [开心] [开心]
小逸往前冲
2021-08-03
$e家快服(EJH)$
今晚是什么情况?有人帮忙解释一下吗?
小逸往前冲
2021-08-03
什么情况?
小逸往前冲
2021-07-27
$涂鸦智能(TUYA)$
买涂鸦的原因:1、IOT行业处于高速发展的阶段。2、涂鸦是该领域的头部玩家。虽然以小米为代表的手机以及家电硬件公司都在布局这一块,但小米更像是苹果模式,而涂鸦像是安卓模式。两者会共存,平分秋色。3、涂鸦的增速足够高。
小逸往前冲
2021-07-27
$涂鸦智能(TUYA)$
涨起来
小逸往前冲
2021-07-24
$好未来(TAL)$
可以抄底了吧???
小逸往前冲
2021-07-21
$涂鸦智能(TUYA)$
今天肯定大涨
小逸往前冲
2021-07-21
$拼多多(PDD)$
开始大涨了
小逸往前冲
2021-07-15
$老虎证券(TIGR)$
大幅度反弹了
小逸往前冲
2021-07-15
$腾讯音乐(TME)$
在涨了
去老虎APP查看更多动态
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16:51","market":"hk","language":"zh","title":"涂鸦智能(NYSE TUYA):2亿美元股份回购,大行给予“强烈买入”级,价值回归正当时","url":"https://stock-news.laohu8.com/highlight/detail?id=2167248562","media":"格隆汇","summary":"近日,涂鸦智能宣布价值2亿美元的股份回购计划。在中概股市场情绪震荡之际,涂鸦智能的回购计划有望使得投资者回归理性,重新审视涂鸦智能的价值。目前,涂鸦智能已成为IoT平台的领头羊。例如,针对近期热议的碳中和主题,涂鸦智能反应迅速,迅速推出革新方案,以IoT硬核科技赋能传统行业,达到节能环保目标。根据各大券商的研报,涂鸦智能被评为“强烈买入”级,平均目标价为 25 美元。","content":"<html><body><p><span>近日,<a href=\"https://laohu8.com/S/TUYA\">涂鸦智能</a></span><span>(NYSE: TUYA)</span><span>宣布价值</span><span>2</span><span>亿美元的股份回购计划。</span></p><p>此前,富时罗素指数公司宣布将涂鸦<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>(NYSE: TUYA)纳入富时全球股票指数系列-中国指数,包括富时大盘股指数、富时环球市场指数(大中型)、富时全市场指数(大中小型)、富时完整全市场指数和新兴市场ESG低碳精选指数,自2021年9月17日收市后生效。某个层面上,这意味着涂鸦智能获得了资本市场的肯定。</p><p>在中概股市场情绪震荡之际,涂鸦智能的回购计划有望使得投资者回归理性,重新审视涂鸦智能的价值。</p><p><b><font color=\"#ff0000\">中概股大幅震荡,中立第三方平台凸显长期价值</font></b></p><p>近日,国内许多垄断性的大企业应国家要求需改整,叠加中概股监管趋紧的背景下,中概股遭遇大幅震荡。在市场情绪之下,有一些优质标的被错杀,估值到了底部。但同时,部分优质公司极具性价比,或正是布局的好时机。</p><p>而此时进行大额回购的涂鸦智能管理层,正是对公司的股价充满了信心,认为涂鸦智能现阶段的市值远被低估。<b>事实上作为IoT领域的头部玩家,涂鸦智能凭借其极具竞争优势的业务,在动荡的市场中显现出龙头的稳健与成长韧性。</b></p><p><img src=\"https://img3.gelonghui.com/caf06-ad87fbc5-dfb5-4c13-a532-bb32af4a237a.png\"/></p><p>涂鸦智能作为全球化IoT开发平台,与市场上众多IoT平台相比,所具有独特定位使其在竞争中别具一格,构建了第三方中立平台的友好开放生态。具体来说,公司是不做消费者端的品牌输出,不会与厂商产生竞争关系的第三方平台,因此获得了众多开发者青睐。</p><p>目前,涂鸦智能已成为IoT平台的领头羊。2020 年,Gartner在《竞争格局:物联网平台供应商》报告中筛选出十家物联网平台,其中涂鸦智能的名字与全球巨头阿里云、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> AWS、<a href=\"https://laohu8.com/S/MSFT\">微软</a> Azure IoT并列一起。甚至,涂鸦智能的成长势头更强劲。<b>涂鸦IoT开发平台2020年新增连接设备数增速为94%,显著领先于亚马逊 AWS、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>云、海尔、小米和阿里云。</b></p><p>在IoT行业中,App、云和硬件是不可或缺的三角,一款智能产品要能稳定运行,必然不能脱离这三个要素。但目前市面上绝大多数的厂商都只能满足其中一个,例如阿里云和华为云是从公有云厂商角色出发,他们能提供云计算能力,但是不见得能交付碎片化且个性化的硬件解决方案;而硬件品牌厂商,或许熟悉硬件生产模式,但却无法保证软件和云端的稳定性。</p><p><b>就技术广度来说,涂鸦确实是目前行业内少数能兼顾此</b><b>“</b><b>不可能三角</b><b>”</b><b>的厂商。</b></p><p><b><font color=\"#ff0000\">硬科技赋能实体经济,拥抱长期主义</font></b></p><p>当前,正是社会数字化转型的关键时刻,各行各业进入长期的智能化升级之路。<b>作为第三方中立IoT平台,涂鸦智能聚焦于AIoT领域,坚持长期主义,以领先的科技实力全面赋能实体经济。</b>当前,涂鸦智能已经渗透到了各个场景和行业中,推动实体经济智能化和数字化转型,重塑多个行业的生产力的发展。</p><p>例如,针对近期热议的碳中和主题,涂鸦智能反应迅速,迅速推出革新方案,以IoT硬核科技赋能传统行业,达到节能环保目标。以涂鸦的智慧能源行业标杆项目为例:在杭州市“幸福荟”三墩镇民生综合体里,涂鸦打造了覆盖8万居民用户的大型AI节能“控制器”,运用AI+IoT技术将综合体内部的设备高度集成、做到线上管理,并将<a href=\"https://laohu8.com/S/603138\">海量数据</a>汇聚在一块大屏上。此外,涂鸦智能联合其开发者碧林威共同打造了一套照明革新方案,在“智慧机场”落地场景表现出色,成为行业标杆。</p><p>图:<span>常州奔牛国际机场维修机库</span></p><p><img src=\"https://img3.gelonghui.com/7d432-b0236784-4fe1-4124-976f-11ea3bc0d6fd.png\"/></p><p>当前,涂鸦智能触角伸至各行各业,打造起一张庞大的网络。根据最新财报,涂鸦智能的产品线越来越丰富,包括户外出行、智能储藏、家具领域、美妆美容个护,涉及行业越来越多,包括智慧工业、<a href=\"https://laohu8.com/S/000816\">智慧农业</a>、智慧酒旅、智慧养老、智慧医疗健康、智慧地产园区、智慧零售、智慧能源、智慧交通出行等九大行业\n,呈现出超高的商业化能力。</p><p>根据CIC的调查,2019年,在家庭和企业运营的总增量设备出货量中,连接设备的平均渗透率为4.3%,预计2024年将增长到11.7%。全球IoT行业仍具有很大的增长空间,而涂鸦目前在各行各业提前布局,看似是个广撒网的粗放策略,事实上和大势不谋而合,长期来看,在强劲的科技力驱动下,有更多行业会智能化,这个发展势在必行。</p><p><b>对于未来发展方向方面,涂鸦智能创始人兼CEO王学集在财报电话会上表示,公司一直持续加强开发者工具PaaS化的布局。</b>涂鸦智能在这个方向上努力的成果也值得一看。例如,公司的开发者数量从第一季度末的32万个增加至第二季度末的38万多个,并与各行业的佼佼者达成了合作关系。</p><p>\"科技驱动的新居住服务商\"<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>加入涂鸦平台,携手探索智慧人居新体验;一家服务全球顶级厨电品牌的顶尖智能厨房平台服务商在涂鸦平台上开发各式各样的云菜谱;特定专业器械管理行业的领军企业成为涂鸦平台的开发者,设计和开发专业的智能的器械储藏器具,构建了整套智能的器械管理方案等。</p><p><b><font color=\"#ff0000\">小结</font></b></p><p>涂鸦智能董事兼CFO刘尧在第二季度财报电话会议上表示,涂鸦智能看到优质客户的持续强劲增长。每个季度都有客户成为优质(Premium )客户。那些具有高增长潜力和高回购率的客户身上有几个共同点:首先,他们对IoT有着强烈的信念和热情,对智能产品和智能业务有清晰的认识。其次,这些企业对IoT业务也有非常清晰的规划蓝图。他们认识到智能不仅仅是一个Wi-Fi连接或是一个App,并且愿意投资智能产品和智能业务。</p><p><b>笔者认为,涂鸦智能的客户中这类客户占比较高,未来转换为优质客户的比例值得市场期待。</b></p><p>根据各大券商的研报,涂鸦智能被评为“强烈买入”级,平均目标价为 25 美元。但目前公司的股价仅为12.67美元,处于价值洼地中。管理层的回购股份计划,不仅彰显了公司管理层对于涂鸦智能发展的信心,并使投资者恢复信心,重新审视涂鸦智能的价值。</p><p><b>当前,涂鸦智能开启价值回归进行时。</b></p></body></html>","source":"stock_gelonghui","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>涂鸦智能(NYSE TUYA):2亿美元股份回购,大行给予“强烈买入”级,价值回归正当时</title>\n<style 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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涂鸦智能(NYSE TUYA):2亿美元股份回购,大行给予“强烈买入”级,价值回归正当时\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-15 16:51 北京时间 <a href=https://www.gelonghui.com/news/detail.html?id=614979><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日,涂鸦智能(NYSE: TUYA)宣布价值2亿美元的股份回购计划。此前,富时罗素指数公司宣布将涂鸦智能(NYSE: TUYA)纳入富时全球股票指数系列-中国指数,包括富时大盘股指数、富时环球市场指数(大中型)、富时全市场指数(大中小型)、富时完整全市场指数和新兴市场ESG低碳精选指数,自2021年9月17日收市后生效。某个层面上,这意味着涂鸦智能获得了资本市场的肯定。在中概股市场情绪震荡之际,...</p>\n\n<a href=\"https://www.gelonghui.com/news/detail.html?id=614979\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cb1eb89904e532b247480afe0edb9b7c","relate_stocks":{"TUYA":"涂鸦智能"},"source_url":"https://www.gelonghui.com/news/detail.html?id=614979","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167248562","content_text":"近日,涂鸦智能(NYSE: TUYA)宣布价值2亿美元的股份回购计划。此前,富时罗素指数公司宣布将涂鸦智能(NYSE: TUYA)纳入富时全球股票指数系列-中国指数,包括富时大盘股指数、富时环球市场指数(大中型)、富时全市场指数(大中小型)、富时完整全市场指数和新兴市场ESG低碳精选指数,自2021年9月17日收市后生效。某个层面上,这意味着涂鸦智能获得了资本市场的肯定。在中概股市场情绪震荡之际,涂鸦智能的回购计划有望使得投资者回归理性,重新审视涂鸦智能的价值。中概股大幅震荡,中立第三方平台凸显长期价值近日,国内许多垄断性的大企业应国家要求需改整,叠加中概股监管趋紧的背景下,中概股遭遇大幅震荡。在市场情绪之下,有一些优质标的被错杀,估值到了底部。但同时,部分优质公司极具性价比,或正是布局的好时机。而此时进行大额回购的涂鸦智能管理层,正是对公司的股价充满了信心,认为涂鸦智能现阶段的市值远被低估。事实上作为IoT领域的头部玩家,涂鸦智能凭借其极具竞争优势的业务,在动荡的市场中显现出龙头的稳健与成长韧性。涂鸦智能作为全球化IoT开发平台,与市场上众多IoT平台相比,所具有独特定位使其在竞争中别具一格,构建了第三方中立平台的友好开放生态。具体来说,公司是不做消费者端的品牌输出,不会与厂商产生竞争关系的第三方平台,因此获得了众多开发者青睐。目前,涂鸦智能已成为IoT平台的领头羊。2020 年,Gartner在《竞争格局:物联网平台供应商》报告中筛选出十家物联网平台,其中涂鸦智能的名字与全球巨头阿里云、亚马逊 AWS、微软 Azure IoT并列一起。甚至,涂鸦智能的成长势头更强劲。涂鸦IoT开发平台2020年新增连接设备数增速为94%,显著领先于亚马逊 AWS、谷歌云、海尔、小米和阿里云。在IoT行业中,App、云和硬件是不可或缺的三角,一款智能产品要能稳定运行,必然不能脱离这三个要素。但目前市面上绝大多数的厂商都只能满足其中一个,例如阿里云和华为云是从公有云厂商角色出发,他们能提供云计算能力,但是不见得能交付碎片化且个性化的硬件解决方案;而硬件品牌厂商,或许熟悉硬件生产模式,但却无法保证软件和云端的稳定性。就技术广度来说,涂鸦确实是目前行业内少数能兼顾此“不可能三角”的厂商。硬科技赋能实体经济,拥抱长期主义当前,正是社会数字化转型的关键时刻,各行各业进入长期的智能化升级之路。作为第三方中立IoT平台,涂鸦智能聚焦于AIoT领域,坚持长期主义,以领先的科技实力全面赋能实体经济。当前,涂鸦智能已经渗透到了各个场景和行业中,推动实体经济智能化和数字化转型,重塑多个行业的生产力的发展。例如,针对近期热议的碳中和主题,涂鸦智能反应迅速,迅速推出革新方案,以IoT硬核科技赋能传统行业,达到节能环保目标。以涂鸦的智慧能源行业标杆项目为例:在杭州市“幸福荟”三墩镇民生综合体里,涂鸦打造了覆盖8万居民用户的大型AI节能“控制器”,运用AI+IoT技术将综合体内部的设备高度集成、做到线上管理,并将海量数据汇聚在一块大屏上。此外,涂鸦智能联合其开发者碧林威共同打造了一套照明革新方案,在“智慧机场”落地场景表现出色,成为行业标杆。图:常州奔牛国际机场维修机库当前,涂鸦智能触角伸至各行各业,打造起一张庞大的网络。根据最新财报,涂鸦智能的产品线越来越丰富,包括户外出行、智能储藏、家具领域、美妆美容个护,涉及行业越来越多,包括智慧工业、智慧农业、智慧酒旅、智慧养老、智慧医疗健康、智慧地产园区、智慧零售、智慧能源、智慧交通出行等九大行业\n,呈现出超高的商业化能力。根据CIC的调查,2019年,在家庭和企业运营的总增量设备出货量中,连接设备的平均渗透率为4.3%,预计2024年将增长到11.7%。全球IoT行业仍具有很大的增长空间,而涂鸦目前在各行各业提前布局,看似是个广撒网的粗放策略,事实上和大势不谋而合,长期来看,在强劲的科技力驱动下,有更多行业会智能化,这个发展势在必行。对于未来发展方向方面,涂鸦智能创始人兼CEO王学集在财报电话会上表示,公司一直持续加强开发者工具PaaS化的布局。涂鸦智能在这个方向上努力的成果也值得一看。例如,公司的开发者数量从第一季度末的32万个增加至第二季度末的38万多个,并与各行业的佼佼者达成了合作关系。\"科技驱动的新居住服务商\"贝壳加入涂鸦平台,携手探索智慧人居新体验;一家服务全球顶级厨电品牌的顶尖智能厨房平台服务商在涂鸦平台上开发各式各样的云菜谱;特定专业器械管理行业的领军企业成为涂鸦平台的开发者,设计和开发专业的智能的器械储藏器具,构建了整套智能的器械管理方案等。小结涂鸦智能董事兼CFO刘尧在第二季度财报电话会议上表示,涂鸦智能看到优质客户的持续强劲增长。每个季度都有客户成为优质(Premium )客户。那些具有高增长潜力和高回购率的客户身上有几个共同点:首先,他们对IoT有着强烈的信念和热情,对智能产品和智能业务有清晰的认识。其次,这些企业对IoT业务也有非常清晰的规划蓝图。他们认识到智能不仅仅是一个Wi-Fi连接或是一个App,并且愿意投资智能产品和智能业务。笔者认为,涂鸦智能的客户中这类客户占比较高,未来转换为优质客户的比例值得市场期待。根据各大券商的研报,涂鸦智能被评为“强烈买入”级,平均目标价为 25 美元。但目前公司的股价仅为12.67美元,处于价值洼地中。管理层的回购股份计划,不仅彰显了公司管理层对于涂鸦智能发展的信心,并使投资者恢复信心,重新审视涂鸦智能的价值。当前,涂鸦智能开启价值回归进行时。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":882438184,"gmtCreate":1631713821748,"gmtModify":1631713821748,"author":{"id":"3502363726070608","authorId":"3502363726070608","name":"小逸往前冲","avatar":"https://static.tigerbbs.com/b72b083105c520bf3c16390fe37eba30","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502363726070608","authorIdStr":"3502363726070608"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$</a>今天为啥涨了?","listText":"<a 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