今日早盘,智能家居企业涂鸦智能(TUYA)股价表现强劲,盘前一度大涨8.82%,引发市场广泛关注。
导致涂鸦智能股价走强的主要原因是:公司日前宣布在其云开发者平台上集成了DeepSeek大模型能力。这意味着涂鸦智能生态内的中控屏、音箱、网关等智能硬件将拥有"自然语言精准交互"和"多模态场景感知"等人工智能功能,实现设备向"主动智能"升级。
该举措标志着涂鸦智能在AI Device和AI Edge领域的进一步布局,为开发者提供了更低门槛、更高效率的智能硬件开发路径,有助于公司抢占智能家居、智慧办公等场景的交互入口。业内认为,这将大幅提升涂鸦智能硬件产品的竞争力。
此外,涂鸦智能还宣布与奇瑞汽车达成战略合作,双方将携手打造智能驾驶舱。业内分析人士表示,涂鸦智能此举有利于推动汽车与家庭生态系统的融合,为消费者带来更佳的出行和家居体验,同时标志着公司业务边界向汽车智能化领域进一步拓展,长期发展前景广阔。
多家机构看好涂鸦智能未来表现。例如,中金证券认为,随着AI应用推广,"硬件+优质内容+增值服务"的商业模式有望逐步落地,涂鸦智能有望在2025年下半年联合大模型厂商推进AI智能玩具落地,并与奇瑞合作拓展智慧汽车及户外领域解决方案。
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