智通财经APP获悉，涂鸦智能-W(02391)一度涨超35%，隔夜公司美股大涨近26%，截至发稿，涨27.96%，报27港元，成交额86.31万港元。
消息面上，据涂鸦智能公众号，涂鸦智能作为全球AI硬件生态的核心推动者，在云开发者平台上集成了DeepSeek大模型能力，这意味着其生态内的Powered by Tuya中控屏、音箱、网关等核心硬件，可以通过“自然语言精准交互、多模态场景感知”等AI技术，推动设备向“主动智能”升级。此次集成标志着涂鸦在AI Device与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AI硬件开发路径，助力其抢占智能家居、智慧办公等场景的交互入口。
中金近期研报指出，预计4Q24业绩持续修复，未来趋势向好。此外，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，近期公司拓展端侧合作场景包括：1）联手大模型厂家，推出AI玩具解决方案。AI玩具以模组加AI模型为核心，该行认为涂鸦凭借在开发者云平台的深厚积累，有望在2H25联合大模型厂商逐步推进AI玩具的落地。2）联合奇瑞探索智慧汽车领域落地场景，携手打造智能座舱，加快构建车家互联生态。该行认为涂鸦与奇瑞合作有望拓展智慧汽车及户外领域解决方案。
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