异动解读 | 涂鸦智能盘前大涨5.68%,中期业绩亮眼实现扭亏为盈

异动解读
Aug 27, 2025

涂鸦智能(TUYA)今日盘前大涨5.68%,主要受益于公司发布的亮眼中期业绩报告。根据公司公告,涂鸦智能在2025年上半年实现扭亏为盈,净利润达2360.4万美元,而去年同期为亏损41.5万美元。

具体来看,2025年第二季度涂鸦智能净利润达1260万美元,同比大幅增长302.4%。第二季度总收入同比增长9.3%至8013万美元,虽略低于市场预期,但仍显示出稳健的增长势头。值得注意的是,公司宣布派发现金股息,每股普通股或每股美国存托股份将获得0.054美元的派息,这一举措进一步提振了市场情绪。

此外,涂鸦智能的核心业务也呈现出良好的发展态势。截至2025年第二季度末,公司的优质PaaS客户数量增至285个,贡献了约88.8%的PaaS收入,反映出公司在核心业务领域的竞争力不断增强。同时,涂鸦AI开发者平台的注册开发者数量已超过151.4万人,较2024年底增长15%,显示出公司在AI生态系统建设方面的持续进展。这些积极因素共同推动了投资者对涂鸦智能未来发展前景的信心,从而带动股价上涨。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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