Profile - To The Moon

向上学习

Posts · 164Posts · 164
Following · 0Following · 0
Followers · 0Followers · 0

- 向上学习向上学习
  ·2022-09-15
  [微笑]
  Sorry, this post has been deleted
  2.94K Comment
  Like
  Share
  Report
- 向上学习向上学习
  ·2021-04-03
  ?
  Nio: ET7's first production line body officially rolled off the assembly line
  配备激光雷达，续航超过1000km的蔚来ET7在NIO Day发布后，便吸引了众多目光关注。就在昨日，ET7的首台生产线车身，已经在蔚来合肥先进制造基地正式下线。生产线车身是指车身结构件及覆盖件焊接总
  Nio: ET7's first production line body officially rolled off the assembly line
  4.24K 6
  6
  Share
  Report
- 向上学习向上学习
  ·2021-04-02
  ?//@EstherPang: Good
  5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick
  The concept of IoT entails several devices connected to the Internet for the purpose of gathering in
  5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick
  3.69K 1
  2
  Share
  Report
- 向上学习向上学习
  ·2021-04-02
  //@EstherPang: Good
  5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick
  The concept of IoT entails several devices connected to the Internet for the purpose of gathering in
  5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick
  2.75K Comment
  2
  Share
  Report
- 向上学习向上学习
  ·2021-04-02
  ?
  Sorry, this post has been deleted
  4.18K 2
  3
  Share
  Report
- 向上学习向上学习
  ·2021-03-23
  ?
  Sorry, this post has been deleted
  3.52K 1
  2
  Share
  Report
- 向上学习向上学习
  ·2021-03-22
  ?
  Sorry, this post has been deleted
  3.32K Comment
  1
  Share
  Report
- 向上学习向上学习
  ·2021-03-21
  ?
  Sorry, this post has been deleted
  3.32K Comment
  2
  Share
  Report
- 向上学习向上学习
  ·2021-03-20
  ?
  Sorry, this post has been deleted
  2.65K Comment
  2
  Share
  Report
- 向上学习向上学习
  ·2021-03-19
  ??
  IoT Cloud Platform Tuya Intelligent Landing on NYSE, First Hanging Higher Opening Over 28%
  3月18日，IoT云平台涂鸦智能正式在纽交所挂牌上市，开盘涨超28%，报27美元，市值151.1亿美元。老虎证券为本次涂鸦智能承销团队中唯一的互联网投行，贡献共计18.5亿美元订单，认购客户近5.8万
  IoT Cloud Platform Tuya Intelligent Landing on NYSE, First Hanging Higher Opening Over 28%
  3.32K Comment
  1
  Share
  Report

Most Discussed

{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"3576884869412058","uuid":"3576884869412058","gmtCreate":1613791922126,"gmtModify":1619925501507,"name":"向上学习","pinyin":"xsxxxiangshangxuexi","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":19,"headSize":83,"tweetSize":164,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.04.01","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.39%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.74%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":9934699704,"gmtCreate":1663231522508,"gmtModify":1676537233091,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934699704","repostId":"1127901025","repostType":4,"isVote":1,"tweetType":1,"viewCount":2944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340214501,"gmtCreate":1617416757703,"gmtModify":1704699527156,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/340214501","repostId":"1111944043","repostType":4,"repost":{"id":"1111944043","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1617374206,"share":"https://ttm.financial/m/news/1111944043?lang=en_US&edition=fundamental","pubTime":"2021-04-02 22:36","market":"us","language":"zh","title":"Nio: ET7's first production line body officially rolled off the assembly line","url":"https://stock-news.laohu8.com/highlight/detail?id=1111944043","media":"老虎资讯综合","summary":"配备激光雷达，续航超过1000km的蔚来ET7在NIO Day发布后，便吸引了众多目光关注。就在昨日，ET7的首台生产线车身，已经在蔚来合肥先进制造基地正式下线。生产线车身是指车身结构件及覆盖件焊接总","content":"<p>NIO ET7, which is equipped with lidar and has a battery range of more than 1000km, attracted a lot of attention after its release on NIO Day.</p><p>Just yesterday, the first production line body of ET7 officially rolled off the assembly line at Hefei Advanced Manufacturing Base in Nio. Production line body refers to the welded assembly of body structural parts and cover parts, which is a very important link in the Confirmation Build process of ET7. It can fully identify and solve the problems of the body in the manufacturing stage, and will play a positive role in the continuous promotion of ET7 production in the future.</p><p>At the same time, the new welding production line specially built by Hefei Advanced Manufacturing Base for ET7 will also be officially put into use.</p><p><img src=\"https://static.tigerbbs.com/4a2a759fc9f97a8c5bca7f8bd58a25be\" tg-width=\"864\" tg-height=\"837\" referrerpolicy=\"no-referrer\"></p><p>In addition, Nio announced its first-quarter delivery data yesterday. The data showed that Nio delivered 20,060 units in the first quarter of 2021, exceeding 20,000 units in a single quarter for the first time, and 7,257 units were delivered in March, a year-on-year increase of 373.4%, setting a new high in the number of monthly deliveries.</p><p><img src=\"https://static.tigerbbs.com/08086c64422723bd1eac0b8dd4ac90a0\" tg-width=\"412\" tg-height=\"748\" referrerpolicy=\"no-referrer\"></p>","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>Nio: ET7's first production line body officially rolled off the assembly line</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\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\">\nNio: ET7's first production line body officially rolled off the assembly line\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-04-02 22:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>NIO ET7, which is equipped with lidar and has a battery range of more than 1000km, attracted a lot of attention after its release on NIO Day.</p><p>Just yesterday, the first production line body of ET7 officially rolled off the assembly line at Hefei Advanced Manufacturing Base in Nio. Production line body refers to the welded assembly of body structural parts and cover parts, which is a very important link in the Confirmation Build process of ET7. It can fully identify and solve the problems of the body in the manufacturing stage, and will play a positive role in the continuous promotion of ET7 production in the future.</p><p>At the same time, the new welding production line specially built by Hefei Advanced Manufacturing Base for ET7 will also be officially put into use.</p><p><img src=\"https://static.tigerbbs.com/4a2a759fc9f97a8c5bca7f8bd58a25be\" tg-width=\"864\" tg-height=\"837\" referrerpolicy=\"no-referrer\"></p><p>In addition, Nio announced its first-quarter delivery data yesterday. The data showed that Nio delivered 20,060 units in the first quarter of 2021, exceeding 20,000 units in a single quarter for the first time, and 7,257 units were delivered in March, a year-on-year increase of 373.4%, setting a new high in the number of monthly deliveries.</p><p><img src=\"https://static.tigerbbs.com/08086c64422723bd1eac0b8dd4ac90a0\" tg-width=\"412\" tg-height=\"748\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aeb06dc1c36261473ead8873ac0bf768","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111944043","content_text":"配备激光雷达，续航超过1000km的蔚来ET7在NIO Day发布后，便吸引了众多目光关注。就在昨日，ET7的首台生产线车身，已经在蔚来合肥先进制造基地正式下线。生产线车身是指车身结构件及覆盖件焊接总成，这是ET7在验证生产制造流程（Confirmation Build）过程中非常重要的一环，可以充分识别并解决车身在制造阶段的问题，对未来ET7生产的持续推进有着积极的作用。同时，合肥先进制造基地为ET7专门打造的全新焊装生产线也将正式投入使用。此外，蔚来昨日公布了一季度交付数据，数据显示蔚来2021年第一季度累计交付20,060台，单季交付首次突破两万台，3月交付7,257台，同比增长373.4%，再创单月交付数新高。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":4242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340815958,"gmtCreate":1617371028274,"gmtModify":1704699261744,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"?//<a href=\"https://laohu8.com/U/3576365817943823\">@EstherPang</a>: Good","listText":"?//<a href=\"https://laohu8.com/U/3576365817943823\">@EstherPang</a>: Good","text":"?//@EstherPang: Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/340815958","repostId":"2123781802","repostType":4,"repost":{"id":"2123781802","kind":"news","pubTimestamp":1617268992,"share":"https://ttm.financial/m/news/2123781802?lang=en_US&edition=fundamental","pubTime":"2021-04-01 17:23","market":"us","language":"en","title":"5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick","url":"https://stock-news.laohu8.com/highlight/detail?id=2123781802","media":"Zacks","summary":"The concept of IoT entails several devices connected to the Internet for the purpose of gathering in","content":"<p>The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can monitor your health while an IoT-connected doorbell can easily send you a message whenever someone knocks at your door.</p>\n<p>IoT-enabled sensors can control traffic lights and even be used by airlines to report maintenance issues. In fact, IoT allows supervision or automation of almost anything, right from light bulbs to automobiles and refrigerators to smart speakers at home.</p>\n<p>IoT is rapidly gaining prominence amid the coronavirus outbreak as more and more enterprises turn to the technology for prevention and control of the pandemic.</p>\n<p>Rapid increase of remote working, web-based education and health diagnosis amid lockdowns and shelter-in-place guidelines to curb the spread of the COVID-19 virus is expected to bolster spending on IoT.</p>\n<p>Moreover, rise in demand for contactless delivery through drones, digital payments, bedside telemetry, electric vehicle charging, and remote health monitoring remains noteworthy.</p>\n<p>Proliferation of IoT devices including sensors, smart device and proximity awareness applications to aid people to resume work, school and other activities amid social-distancing norms has gathered steam, amid reopening of economies.</p>\n<p>Notably, 5G is expected to unlock the full potential of IoT-backed flourish of smart connected homes, hospitals, factories and cities plus self-driving vehicles.</p>\n<h3>New Normal Trends Aid IoT Growth Avenues</h3>\n<p>The growing clout of high-speed networking, smartphone processors and high-performance computing (HPC) data center applications against the backdrop of 5G and cloud-computing boom triggered by the new normal lifestyle is bolstering the development of advanced connected smart IoT devices.</p>\n<p>Moreover, advancements in 5G, WiFi-6, data center, enterprise and automotive Ethernet applications accelerated the transformation in IoT devices. Further, evolution of semiconductor manufacturing processes from 10 nanometer (nm) to 7 nm and even 5 nm and 3 nm technology is opening new business fields for innovation in IoT-driven connected devices.</p>\n<p>Further, the momentum in applications, gaming, wearables, drones and VR/AR devices is fueling massive growth in the space. This can primarily be attributed to the coronavirus crisis, which increased the usage of online services, globally.</p>\n<p>Despite the coronavirus pandemic-borne crisis, the optimism in this space is evident from the notable performance of <b><a href=\"https://laohu8.com/S/EFFE\">Global X</a> Internet of Things ETF</b> (SNSR), which has gained 80.4% in the past year compared with the <b>SPDR S&amp;P 500 ETF Trust</b>'s (SPY) growth of 7.8%.</p>\n<p>Per a Mordor Intelligence report, the global IoT market is projected to hit $1,386.06 billion by 2026 from $761.4 billion in 2020 at a CAGR of 10.53%, between 2021 and 2026.</p>\n<p>Here we pick five stocks that are well-positioned to make the most of the IoT wave amid solid growth in 5G infrastructure spending and proliferation. All the five stocks have outperformed the S&amp;P 500 composite in the past year.</p>\n<h3>Past Year Price Performance</h3>\n<p><img src=\"https://static.tigerbbs.com/431c5cb0a5d51feafc57d1b6ae3549bf\" tg-width=\"620\" tg-height=\"324\" referrerpolicy=\"no-referrer\"><b>NXP Semiconductors N.V.</b> NXPI is the leader in general purpose microcontrollers and application processors in the industrial and IoT markets.</p>\n<p>The company is poised to gain from growth in the industrial and IoT businesses, driven by the replacement of traditional mechanical equipment with smart and connected electronic equipment utilizing various sensors, processors, connectivity and security chipsets among others.</p>\n<p>The company, currently sporting a Zacks Rank #1 (Strong Buy), acquired <b>Marvell</b>’s MRVL WiFi Connectivity Business Unit, Bluetooth technology portfolio and its related assets for $1.76 billion in cash during May 2019 to expand its IoT portfolio. You can see <b>the complete list of today’s Zacks #1 Rank stocks here</b>.</p>\n<p>The company’s 2021 earnings estimate has been revised 12.6% upward to $9.31 per share over the past 60 days, indicating growth of 18.6% from the year-ago reported figure.</p>\n<p><b>Rockwell Automation</b> ROK offers industrial automation power, control and information solutions that help manufacturers achieve a competitive edge for their businesses.</p>\n<p>The company, currently carrying a Zacks Rank #2 (Buy), is focused on enhancing its FactoryTalk Innovation Suite, which is a testament to its growing IoT efforts. The software aids businesses to leverage edge-to-enterprise analytics, ML, industrial Internet of things (IIoT) and AR to enrich decision making and boost the outcome of industrial operations.</p>\n<p>Markedly, IIoT is a subdiscipline of IoT, encompassing connected large-scale machinery and industrial systems, such as factory-floor monitoring, Heating, ventilation, and air conditioning or HVAC, smart lighting and security.</p>\n<p>Moreover, the company’s alliance with <b>PTC</b> PTC is noteworthy. Integration of Rockwell’s offerings with PTC’s Vuforia and ThingWorx platforms help clients automate, simplify and accelerate OT/IT convergence.</p>\n<p>Also, fiscal 2021 estimates have moved 0.9% north over the past 60 days to $8.93 per share, indicating growth of 16.3% from the year-ago reported figure.</p>\n<p><b>Qorvo </b>QRVO is benefiting from broad-based demand in 5G handsets, Wi-Fi 6 and IoT products. Synergies from 7Hugs Labs S.A.S., Decawave, Active-Semi and MEMS technology acquisitions are expected to significantly expand Qorvo’s capabilities and poise it well to gain from growing demand for proximity awareness, seamless payments and secure access for smartphones, automotive and IoT.</p>\n<p>In the IoT-powered connectivity and broadband business, the company is increasing shipments of Wi-Fi 6 solutions and secured multiple cable amplifier design wins to cater to the rising need for data to home owing to COVID-induced shelter-in-place guidelines.</p>\n<p>The company recently enhanced wireless connectivity solutions portfolio with smart home communications controller — QPG6100 — in a bid to facilitate faster communications, and boost home network capacity and scalability.</p>\n<p>The new communications controller for IoT end devices offers support for multiple ultra-low power wireless protocols simultaneously and is based on the company’s ConcurrentConnect technology.</p>\n<p>The Zacks Consensus Estimate for this presently Zacks Rank #2 company’s fiscal 2021 earnings has been revised 8.6% upward to $9.45 per share in 60 days’ time, indicating growth of 49.3% from the year-ago reported figure.</p>\n<p><b>Skyworks Solutions</b> SWKS is well-positioned to capitalize on the growth prospects in the IoT market with rising demand for high-performance analog solutions in the emerging markets.</p>\n<p>In fact, the company rolled out embedded connectivity modules to enable Fibocom to manage its enterprise IoT architectures. Skyworks expects to gain more businesses going forward with continued investments in research and development anticipated to boost its IoT portfolio.</p>\n<p>Further, IDC expects 55.7 billion connected devices worldwide by 2025, 75% of which are anticipated to be connected to an IoT platform. As a result, we expect Skyworks to deliver solid operating results in the imminent future.</p>\n<p>The company also partnered with MediaTek for evolving 5G reference designs with focus on automotive and other IoT applications.</p>\n<p>The Zacks Consensus Estimate for this Zacks #2 Ranked company’s fiscal 2021 earnings is pegged at $10.27 per share over the past 60 days, suggesting growth of 67.5% from the year-earlier reported number.</p>\n<p><b>Arrow Electronics</b> ARW is cashing in on a strong uptrend in design activity across all regions. Strong momentum in infrastructure software, next-generation hardware and hybrid cloud architectures is encouraging as well.</p>\n<p>Arrow’s core strength in providing best-in-class services and easy-to-acquire technologies will contribute to its growth in the future. Its continued focus on driving the Internet of things capabilities is assisting it in tapping newer markets and winning customers.</p>\n<p>The company’s acquisition of eInfochips (2018), which is specialized in chip designing for products and IoT solutions, remains a boon in this regard. The buyout of eInfochips not only added to Arrow Electronics’ IoT capabilities but also created a large talent pool with impressive skillsets.</p>\n<p>The Zacks Consensus Estimate for this #2 Ranked company’s 2021 earnings has been raised 14% to $10.25 per share over the past 60 days, implying growth of 32.3% from the prior-year reported figure.</p>","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>5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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\">\n5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-01 17:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can...</p>\n\n<a href=\"https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85ada12395dec31463865034e7cef52c","relate_stocks":{"ROK":"罗克韦尔自动化","QRVO":"Qorvo, Inc.","ARW":"艾睿","NXPI":"恩智浦","SWKS":"思佳讯"},"source_url":"https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2123781802","content_text":"The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can monitor your health while an IoT-connected doorbell can easily send you a message whenever someone knocks at your door.\nIoT-enabled sensors can control traffic lights and even be used by airlines to report maintenance issues. In fact, IoT allows supervision or automation of almost anything, right from light bulbs to automobiles and refrigerators to smart speakers at home.\nIoT is rapidly gaining prominence amid the coronavirus outbreak as more and more enterprises turn to the technology for prevention and control of the pandemic.\nRapid increase of remote working, web-based education and health diagnosis amid lockdowns and shelter-in-place guidelines to curb the spread of the COVID-19 virus is expected to bolster spending on IoT.\nMoreover, rise in demand for contactless delivery through drones, digital payments, bedside telemetry, electric vehicle charging, and remote health monitoring remains noteworthy.\nProliferation of IoT devices including sensors, smart device and proximity awareness applications to aid people to resume work, school and other activities amid social-distancing norms has gathered steam, amid reopening of economies.\nNotably, 5G is expected to unlock the full potential of IoT-backed flourish of smart connected homes, hospitals, factories and cities plus self-driving vehicles.\nNew Normal Trends Aid IoT Growth Avenues\nThe growing clout of high-speed networking, smartphone processors and high-performance computing (HPC) data center applications against the backdrop of 5G and cloud-computing boom triggered by the new normal lifestyle is bolstering the development of advanced connected smart IoT devices.\nMoreover, advancements in 5G, WiFi-6, data center, enterprise and automotive Ethernet applications accelerated the transformation in IoT devices. Further, evolution of semiconductor manufacturing processes from 10 nanometer (nm) to 7 nm and even 5 nm and 3 nm technology is opening new business fields for innovation in IoT-driven connected devices.\nFurther, the momentum in applications, gaming, wearables, drones and VR/AR devices is fueling massive growth in the space. This can primarily be attributed to the coronavirus crisis, which increased the usage of online services, globally.\nDespite the coronavirus pandemic-borne crisis, the optimism in this space is evident from the notable performance of Global X Internet of Things ETF (SNSR), which has gained 80.4% in the past year compared with the SPDR S&P 500 ETF Trust's (SPY) growth of 7.8%.\nPer a Mordor Intelligence report, the global IoT market is projected to hit $1,386.06 billion by 2026 from $761.4 billion in 2020 at a CAGR of 10.53%, between 2021 and 2026.\nHere we pick five stocks that are well-positioned to make the most of the IoT wave amid solid growth in 5G infrastructure spending and proliferation. All the five stocks have outperformed the S&P 500 composite in the past year.\nPast Year Price Performance\nNXP Semiconductors N.V. NXPI is the leader in general purpose microcontrollers and application processors in the industrial and IoT markets.\nThe company is poised to gain from growth in the industrial and IoT businesses, driven by the replacement of traditional mechanical equipment with smart and connected electronic equipment utilizing various sensors, processors, connectivity and security chipsets among others.\nThe company, currently sporting a Zacks Rank #1 (Strong Buy), acquired Marvell’s MRVL WiFi Connectivity Business Unit, Bluetooth technology portfolio and its related assets for $1.76 billion in cash during May 2019 to expand its IoT portfolio. You can see the complete list of today’s Zacks #1 Rank stocks here.\nThe company’s 2021 earnings estimate has been revised 12.6% upward to $9.31 per share over the past 60 days, indicating growth of 18.6% from the year-ago reported figure.\nRockwell Automation ROK offers industrial automation power, control and information solutions that help manufacturers achieve a competitive edge for their businesses.\nThe company, currently carrying a Zacks Rank #2 (Buy), is focused on enhancing its FactoryTalk Innovation Suite, which is a testament to its growing IoT efforts. The software aids businesses to leverage edge-to-enterprise analytics, ML, industrial Internet of things (IIoT) and AR to enrich decision making and boost the outcome of industrial operations.\nMarkedly, IIoT is a subdiscipline of IoT, encompassing connected large-scale machinery and industrial systems, such as factory-floor monitoring, Heating, ventilation, and air conditioning or HVAC, smart lighting and security.\nMoreover, the company’s alliance with PTC PTC is noteworthy. Integration of Rockwell’s offerings with PTC’s Vuforia and ThingWorx platforms help clients automate, simplify and accelerate OT/IT convergence.\nAlso, fiscal 2021 estimates have moved 0.9% north over the past 60 days to $8.93 per share, indicating growth of 16.3% from the year-ago reported figure.\nQorvo QRVO is benefiting from broad-based demand in 5G handsets, Wi-Fi 6 and IoT products. Synergies from 7Hugs Labs S.A.S., Decawave, Active-Semi and MEMS technology acquisitions are expected to significantly expand Qorvo’s capabilities and poise it well to gain from growing demand for proximity awareness, seamless payments and secure access for smartphones, automotive and IoT.\nIn the IoT-powered connectivity and broadband business, the company is increasing shipments of Wi-Fi 6 solutions and secured multiple cable amplifier design wins to cater to the rising need for data to home owing to COVID-induced shelter-in-place guidelines.\nThe company recently enhanced wireless connectivity solutions portfolio with smart home communications controller — QPG6100 — in a bid to facilitate faster communications, and boost home network capacity and scalability.\nThe new communications controller for IoT end devices offers support for multiple ultra-low power wireless protocols simultaneously and is based on the company’s ConcurrentConnect technology.\nThe Zacks Consensus Estimate for this presently Zacks Rank #2 company’s fiscal 2021 earnings has been revised 8.6% upward to $9.45 per share in 60 days’ time, indicating growth of 49.3% from the year-ago reported figure.\nSkyworks Solutions SWKS is well-positioned to capitalize on the growth prospects in the IoT market with rising demand for high-performance analog solutions in the emerging markets.\nIn fact, the company rolled out embedded connectivity modules to enable Fibocom to manage its enterprise IoT architectures. Skyworks expects to gain more businesses going forward with continued investments in research and development anticipated to boost its IoT portfolio.\nFurther, IDC expects 55.7 billion connected devices worldwide by 2025, 75% of which are anticipated to be connected to an IoT platform. As a result, we expect Skyworks to deliver solid operating results in the imminent future.\nThe company also partnered with MediaTek for evolving 5G reference designs with focus on automotive and other IoT applications.\nThe Zacks Consensus Estimate for this Zacks #2 Ranked company’s fiscal 2021 earnings is pegged at $10.27 per share over the past 60 days, suggesting growth of 67.5% from the year-earlier reported number.\nArrow Electronics ARW is cashing in on a strong uptrend in design activity across all regions. Strong momentum in infrastructure software, next-generation hardware and hybrid cloud architectures is encouraging as well.\nArrow’s core strength in providing best-in-class services and easy-to-acquire technologies will contribute to its growth in the future. Its continued focus on driving the Internet of things capabilities is assisting it in tapping newer markets and winning customers.\nThe company’s acquisition of eInfochips (2018), which is specialized in chip designing for products and IoT solutions, remains a boon in this regard. The buyout of eInfochips not only added to Arrow Electronics’ IoT capabilities but also created a large talent pool with impressive skillsets.\nThe Zacks Consensus Estimate for this #2 Ranked company’s 2021 earnings has been raised 14% to $10.25 per share over the past 60 days, implying growth of 32.3% from the prior-year reported figure.","news_type":1,"symbols_score_info":{"QRVO":0.9,"NXPI":0.9,"SWKS":0.9,"ARW":0.9,"ROK":0.9}},"isVote":1,"tweetType":1,"viewCount":3694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340076919,"gmtCreate":1617326249131,"gmtModify":1704698785202,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/3576365817943823\">@EstherPang</a>: Good","listText":"//<a href=\"https://laohu8.com/U/3576365817943823\">@EstherPang</a>: Good","text":"//@EstherPang: Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340076919","repostId":"2123781802","repostType":4,"repost":{"id":"2123781802","kind":"news","pubTimestamp":1617268992,"share":"https://ttm.financial/m/news/2123781802?lang=en_US&edition=fundamental","pubTime":"2021-04-01 17:23","market":"us","language":"en","title":"5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick","url":"https://stock-news.laohu8.com/highlight/detail?id=2123781802","media":"Zacks","summary":"The concept of IoT entails several devices connected to the Internet for the purpose of gathering in","content":"<p>The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can monitor your health while an IoT-connected doorbell can easily send you a message whenever someone knocks at your door.</p>\n<p>IoT-enabled sensors can control traffic lights and even be used by airlines to report maintenance issues. In fact, IoT allows supervision or automation of almost anything, right from light bulbs to automobiles and refrigerators to smart speakers at home.</p>\n<p>IoT is rapidly gaining prominence amid the coronavirus outbreak as more and more enterprises turn to the technology for prevention and control of the pandemic.</p>\n<p>Rapid increase of remote working, web-based education and health diagnosis amid lockdowns and shelter-in-place guidelines to curb the spread of the COVID-19 virus is expected to bolster spending on IoT.</p>\n<p>Moreover, rise in demand for contactless delivery through drones, digital payments, bedside telemetry, electric vehicle charging, and remote health monitoring remains noteworthy.</p>\n<p>Proliferation of IoT devices including sensors, smart device and proximity awareness applications to aid people to resume work, school and other activities amid social-distancing norms has gathered steam, amid reopening of economies.</p>\n<p>Notably, 5G is expected to unlock the full potential of IoT-backed flourish of smart connected homes, hospitals, factories and cities plus self-driving vehicles.</p>\n<h3>New Normal Trends Aid IoT Growth Avenues</h3>\n<p>The growing clout of high-speed networking, smartphone processors and high-performance computing (HPC) data center applications against the backdrop of 5G and cloud-computing boom triggered by the new normal lifestyle is bolstering the development of advanced connected smart IoT devices.</p>\n<p>Moreover, advancements in 5G, WiFi-6, data center, enterprise and automotive Ethernet applications accelerated the transformation in IoT devices. Further, evolution of semiconductor manufacturing processes from 10 nanometer (nm) to 7 nm and even 5 nm and 3 nm technology is opening new business fields for innovation in IoT-driven connected devices.</p>\n<p>Further, the momentum in applications, gaming, wearables, drones and VR/AR devices is fueling massive growth in the space. This can primarily be attributed to the coronavirus crisis, which increased the usage of online services, globally.</p>\n<p>Despite the coronavirus pandemic-borne crisis, the optimism in this space is evident from the notable performance of <b><a href=\"https://laohu8.com/S/EFFE\">Global X</a> Internet of Things ETF</b> (SNSR), which has gained 80.4% in the past year compared with the <b>SPDR S&amp;P 500 ETF Trust</b>'s (SPY) growth of 7.8%.</p>\n<p>Per a Mordor Intelligence report, the global IoT market is projected to hit $1,386.06 billion by 2026 from $761.4 billion in 2020 at a CAGR of 10.53%, between 2021 and 2026.</p>\n<p>Here we pick five stocks that are well-positioned to make the most of the IoT wave amid solid growth in 5G infrastructure spending and proliferation. All the five stocks have outperformed the S&amp;P 500 composite in the past year.</p>\n<h3>Past Year Price Performance</h3>\n<p><img src=\"https://static.tigerbbs.com/431c5cb0a5d51feafc57d1b6ae3549bf\" tg-width=\"620\" tg-height=\"324\" referrerpolicy=\"no-referrer\"><b>NXP Semiconductors N.V.</b> NXPI is the leader in general purpose microcontrollers and application processors in the industrial and IoT markets.</p>\n<p>The company is poised to gain from growth in the industrial and IoT businesses, driven by the replacement of traditional mechanical equipment with smart and connected electronic equipment utilizing various sensors, processors, connectivity and security chipsets among others.</p>\n<p>The company, currently sporting a Zacks Rank #1 (Strong Buy), acquired <b>Marvell</b>’s MRVL WiFi Connectivity Business Unit, Bluetooth technology portfolio and its related assets for $1.76 billion in cash during May 2019 to expand its IoT portfolio. You can see <b>the complete list of today’s Zacks #1 Rank stocks here</b>.</p>\n<p>The company’s 2021 earnings estimate has been revised 12.6% upward to $9.31 per share over the past 60 days, indicating growth of 18.6% from the year-ago reported figure.</p>\n<p><b>Rockwell Automation</b> ROK offers industrial automation power, control and information solutions that help manufacturers achieve a competitive edge for their businesses.</p>\n<p>The company, currently carrying a Zacks Rank #2 (Buy), is focused on enhancing its FactoryTalk Innovation Suite, which is a testament to its growing IoT efforts. The software aids businesses to leverage edge-to-enterprise analytics, ML, industrial Internet of things (IIoT) and AR to enrich decision making and boost the outcome of industrial operations.</p>\n<p>Markedly, IIoT is a subdiscipline of IoT, encompassing connected large-scale machinery and industrial systems, such as factory-floor monitoring, Heating, ventilation, and air conditioning or HVAC, smart lighting and security.</p>\n<p>Moreover, the company’s alliance with <b>PTC</b> PTC is noteworthy. Integration of Rockwell’s offerings with PTC’s Vuforia and ThingWorx platforms help clients automate, simplify and accelerate OT/IT convergence.</p>\n<p>Also, fiscal 2021 estimates have moved 0.9% north over the past 60 days to $8.93 per share, indicating growth of 16.3% from the year-ago reported figure.</p>\n<p><b>Qorvo </b>QRVO is benefiting from broad-based demand in 5G handsets, Wi-Fi 6 and IoT products. Synergies from 7Hugs Labs S.A.S., Decawave, Active-Semi and MEMS technology acquisitions are expected to significantly expand Qorvo’s capabilities and poise it well to gain from growing demand for proximity awareness, seamless payments and secure access for smartphones, automotive and IoT.</p>\n<p>In the IoT-powered connectivity and broadband business, the company is increasing shipments of Wi-Fi 6 solutions and secured multiple cable amplifier design wins to cater to the rising need for data to home owing to COVID-induced shelter-in-place guidelines.</p>\n<p>The company recently enhanced wireless connectivity solutions portfolio with smart home communications controller — QPG6100 — in a bid to facilitate faster communications, and boost home network capacity and scalability.</p>\n<p>The new communications controller for IoT end devices offers support for multiple ultra-low power wireless protocols simultaneously and is based on the company’s ConcurrentConnect technology.</p>\n<p>The Zacks Consensus Estimate for this presently Zacks Rank #2 company’s fiscal 2021 earnings has been revised 8.6% upward to $9.45 per share in 60 days’ time, indicating growth of 49.3% from the year-ago reported figure.</p>\n<p><b>Skyworks Solutions</b> SWKS is well-positioned to capitalize on the growth prospects in the IoT market with rising demand for high-performance analog solutions in the emerging markets.</p>\n<p>In fact, the company rolled out embedded connectivity modules to enable Fibocom to manage its enterprise IoT architectures. Skyworks expects to gain more businesses going forward with continued investments in research and development anticipated to boost its IoT portfolio.</p>\n<p>Further, IDC expects 55.7 billion connected devices worldwide by 2025, 75% of which are anticipated to be connected to an IoT platform. As a result, we expect Skyworks to deliver solid operating results in the imminent future.</p>\n<p>The company also partnered with MediaTek for evolving 5G reference designs with focus on automotive and other IoT applications.</p>\n<p>The Zacks Consensus Estimate for this Zacks #2 Ranked company’s fiscal 2021 earnings is pegged at $10.27 per share over the past 60 days, suggesting growth of 67.5% from the year-earlier reported number.</p>\n<p><b>Arrow Electronics</b> ARW is cashing in on a strong uptrend in design activity across all regions. Strong momentum in infrastructure software, next-generation hardware and hybrid cloud architectures is encouraging as well.</p>\n<p>Arrow’s core strength in providing best-in-class services and easy-to-acquire technologies will contribute to its growth in the future. Its continued focus on driving the Internet of things capabilities is assisting it in tapping newer markets and winning customers.</p>\n<p>The company’s acquisition of eInfochips (2018), which is specialized in chip designing for products and IoT solutions, remains a boon in this regard. The buyout of eInfochips not only added to Arrow Electronics’ IoT capabilities but also created a large talent pool with impressive skillsets.</p>\n<p>The Zacks Consensus Estimate for this #2 Ranked company’s 2021 earnings has been raised 14% to $10.25 per share over the past 60 days, implying growth of 32.3% from the prior-year reported figure.</p>","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>5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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\">\n5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-01 17:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can...</p>\n\n<a href=\"https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85ada12395dec31463865034e7cef52c","relate_stocks":{"ROK":"罗克韦尔自动化","QRVO":"Qorvo, Inc.","ARW":"艾睿","NXPI":"恩智浦","SWKS":"思佳讯"},"source_url":"https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2123781802","content_text":"The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can monitor your health while an IoT-connected doorbell can easily send you a message whenever someone knocks at your door.\nIoT-enabled sensors can control traffic lights and even be used by airlines to report maintenance issues. In fact, IoT allows supervision or automation of almost anything, right from light bulbs to automobiles and refrigerators to smart speakers at home.\nIoT is rapidly gaining prominence amid the coronavirus outbreak as more and more enterprises turn to the technology for prevention and control of the pandemic.\nRapid increase of remote working, web-based education and health diagnosis amid lockdowns and shelter-in-place guidelines to curb the spread of the COVID-19 virus is expected to bolster spending on IoT.\nMoreover, rise in demand for contactless delivery through drones, digital payments, bedside telemetry, electric vehicle charging, and remote health monitoring remains noteworthy.\nProliferation of IoT devices including sensors, smart device and proximity awareness applications to aid people to resume work, school and other activities amid social-distancing norms has gathered steam, amid reopening of economies.\nNotably, 5G is expected to unlock the full potential of IoT-backed flourish of smart connected homes, hospitals, factories and cities plus self-driving vehicles.\nNew Normal Trends Aid IoT Growth Avenues\nThe growing clout of high-speed networking, smartphone processors and high-performance computing (HPC) data center applications against the backdrop of 5G and cloud-computing boom triggered by the new normal lifestyle is bolstering the development of advanced connected smart IoT devices.\nMoreover, advancements in 5G, WiFi-6, data center, enterprise and automotive Ethernet applications accelerated the transformation in IoT devices. Further, evolution of semiconductor manufacturing processes from 10 nanometer (nm) to 7 nm and even 5 nm and 3 nm technology is opening new business fields for innovation in IoT-driven connected devices.\nFurther, the momentum in applications, gaming, wearables, drones and VR/AR devices is fueling massive growth in the space. This can primarily be attributed to the coronavirus crisis, which increased the usage of online services, globally.\nDespite the coronavirus pandemic-borne crisis, the optimism in this space is evident from the notable performance of Global X Internet of Things ETF (SNSR), which has gained 80.4% in the past year compared with the SPDR S&P 500 ETF Trust's (SPY) growth of 7.8%.\nPer a Mordor Intelligence report, the global IoT market is projected to hit $1,386.06 billion by 2026 from $761.4 billion in 2020 at a CAGR of 10.53%, between 2021 and 2026.\nHere we pick five stocks that are well-positioned to make the most of the IoT wave amid solid growth in 5G infrastructure spending and proliferation. All the five stocks have outperformed the S&P 500 composite in the past year.\nPast Year Price Performance\nNXP Semiconductors N.V. NXPI is the leader in general purpose microcontrollers and application processors in the industrial and IoT markets.\nThe company is poised to gain from growth in the industrial and IoT businesses, driven by the replacement of traditional mechanical equipment with smart and connected electronic equipment utilizing various sensors, processors, connectivity and security chipsets among others.\nThe company, currently sporting a Zacks Rank #1 (Strong Buy), acquired Marvell’s MRVL WiFi Connectivity Business Unit, Bluetooth technology portfolio and its related assets for $1.76 billion in cash during May 2019 to expand its IoT portfolio. You can see the complete list of today’s Zacks #1 Rank stocks here.\nThe company’s 2021 earnings estimate has been revised 12.6% upward to $9.31 per share over the past 60 days, indicating growth of 18.6% from the year-ago reported figure.\nRockwell Automation ROK offers industrial automation power, control and information solutions that help manufacturers achieve a competitive edge for their businesses.\nThe company, currently carrying a Zacks Rank #2 (Buy), is focused on enhancing its FactoryTalk Innovation Suite, which is a testament to its growing IoT efforts. The software aids businesses to leverage edge-to-enterprise analytics, ML, industrial Internet of things (IIoT) and AR to enrich decision making and boost the outcome of industrial operations.\nMarkedly, IIoT is a subdiscipline of IoT, encompassing connected large-scale machinery and industrial systems, such as factory-floor monitoring, Heating, ventilation, and air conditioning or HVAC, smart lighting and security.\nMoreover, the company’s alliance with PTC PTC is noteworthy. Integration of Rockwell’s offerings with PTC’s Vuforia and ThingWorx platforms help clients automate, simplify and accelerate OT/IT convergence.\nAlso, fiscal 2021 estimates have moved 0.9% north over the past 60 days to $8.93 per share, indicating growth of 16.3% from the year-ago reported figure.\nQorvo QRVO is benefiting from broad-based demand in 5G handsets, Wi-Fi 6 and IoT products. Synergies from 7Hugs Labs S.A.S., Decawave, Active-Semi and MEMS technology acquisitions are expected to significantly expand Qorvo’s capabilities and poise it well to gain from growing demand for proximity awareness, seamless payments and secure access for smartphones, automotive and IoT.\nIn the IoT-powered connectivity and broadband business, the company is increasing shipments of Wi-Fi 6 solutions and secured multiple cable amplifier design wins to cater to the rising need for data to home owing to COVID-induced shelter-in-place guidelines.\nThe company recently enhanced wireless connectivity solutions portfolio with smart home communications controller — QPG6100 — in a bid to facilitate faster communications, and boost home network capacity and scalability.\nThe new communications controller for IoT end devices offers support for multiple ultra-low power wireless protocols simultaneously and is based on the company’s ConcurrentConnect technology.\nThe Zacks Consensus Estimate for this presently Zacks Rank #2 company’s fiscal 2021 earnings has been revised 8.6% upward to $9.45 per share in 60 days’ time, indicating growth of 49.3% from the year-ago reported figure.\nSkyworks Solutions SWKS is well-positioned to capitalize on the growth prospects in the IoT market with rising demand for high-performance analog solutions in the emerging markets.\nIn fact, the company rolled out embedded connectivity modules to enable Fibocom to manage its enterprise IoT architectures. Skyworks expects to gain more businesses going forward with continued investments in research and development anticipated to boost its IoT portfolio.\nFurther, IDC expects 55.7 billion connected devices worldwide by 2025, 75% of which are anticipated to be connected to an IoT platform. As a result, we expect Skyworks to deliver solid operating results in the imminent future.\nThe company also partnered with MediaTek for evolving 5G reference designs with focus on automotive and other IoT applications.\nThe Zacks Consensus Estimate for this Zacks #2 Ranked company’s fiscal 2021 earnings is pegged at $10.27 per share over the past 60 days, suggesting growth of 67.5% from the year-earlier reported number.\nArrow Electronics ARW is cashing in on a strong uptrend in design activity across all regions. Strong momentum in infrastructure software, next-generation hardware and hybrid cloud architectures is encouraging as well.\nArrow’s core strength in providing best-in-class services and easy-to-acquire technologies will contribute to its growth in the future. Its continued focus on driving the Internet of things capabilities is assisting it in tapping newer markets and winning customers.\nThe company’s acquisition of eInfochips (2018), which is specialized in chip designing for products and IoT solutions, remains a boon in this regard. The buyout of eInfochips not only added to Arrow Electronics’ IoT capabilities but also created a large talent pool with impressive skillsets.\nThe Zacks Consensus Estimate for this #2 Ranked company’s 2021 earnings has been raised 14% to $10.25 per share over the past 60 days, implying growth of 32.3% from the prior-year reported figure.","news_type":1,"symbols_score_info":{"QRVO":0.9,"NXPI":0.9,"SWKS":0.9,"ARW":0.9,"ROK":0.9}},"isVote":1,"tweetType":1,"viewCount":2746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340046780,"gmtCreate":1617325731040,"gmtModify":1704698773563,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/340046780","repostId":"1185840581","repostType":4,"isVote":1,"tweetType":1,"viewCount":4184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353149740,"gmtCreate":1616473639280,"gmtModify":1704794551928,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/353149740","repostId":"2121091121","repostType":4,"isVote":1,"tweetType":1,"viewCount":3523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359324319,"gmtCreate":1616365984531,"gmtModify":1704793051692,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359324319","repostId":"2120549145","repostType":4,"isVote":1,"tweetType":1,"viewCount":3321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350718473,"gmtCreate":1616289047992,"gmtModify":1704792611425,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350718473","repostId":"2121456431","repostType":4,"isVote":1,"tweetType":1,"viewCount":3324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350694092,"gmtCreate":1616198873116,"gmtModify":1704792061016,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350694092","repostId":"1179982677","repostType":4,"isVote":1,"tweetType":1,"viewCount":2653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327598577,"gmtCreate":1616107710699,"gmtModify":1704790975314,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576884869412058","authorIdStr":"3576884869412058"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327598577","repostId":"1175135367","repostType":4,"repost":{"id":"1175135367","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1616084705,"share":"https://ttm.financial/m/news/1175135367?lang=en_US&edition=fundamental","pubTime":"2021-03-19 00:25","market":"us","language":"zh","title":"IoT Cloud Platform Tuya Intelligent Landing on NYSE, First Hanging Higher Opening Over 28%","url":"https://stock-news.laohu8.com/highlight/detail?id=1175135367","media":"老虎资讯综合","summary":"3月18日，IoT云平台涂鸦智能正式在纽交所挂牌上市，开盘涨超28%，报27美元，市值151.1亿美元。老虎证券为本次涂鸦智能承销团队中唯一的互联网投行，贡献共计18.5亿美元订单，认购客户近5.8万","content":"<p>On March 18th, IoT cloud platform Tuya Intelligence was officially listed on the New York Stock Exchange, with an opening increase of over 28% to $27, with a market value of $15.11 billion. Tiger Securities is the only Internet investment bank in this graffiti intelligent underwriting team, contributing a total of $1.85 billion in orders and subscribing to nearly 58,000 customers, highlighting its strong order subscription strength. From the perspective of order ratio, the proportion of retail orders is still prominent, showing the high attention and acceptance of Tiger platform users for new economy enterprises.</p><p><img src=\"https://static.tigerbbs.com/1a278534bdfeba8a543409acadb2ec91\" tg-width=\"1080\" tg-height=\"2249\"></p><p><img src=\"https://static.tigerbbs.com/1ac508d9d4a0611a79fca73710fa19a1\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"></p><p>TUYA Smart IPO price is set at $21, above the guidance range ($17-$20), under the symbol \"TUYA\". In this IPO, Tuya Smart will sell 43.59 million shares of ADS (American Depositary Shares), which is expected to raise $915 million.</p><p><b>Graffiti intelligence, breaking out of the siege of giants?</b></p><p>Internet giants such as Ali, JD.COM and Baidu have successively returned to Hong Kong for second listing. When many technology companies landed in Science and Technology Edition and GEM in China, Chinese-funded enterprises went public in the United States again ushered in a boom.</p><p>According to incomplete statistics, in the first two months of 2021, there were 13 domestic listed companies in the United States, including Ronglianyun and Wuxing Technology.</p><p>As a unicorn company favored by many capitals in the explosive Internet of Things track, Graffiti Intelligence was also listed in the United States today.</p><p>NYSE bells ring, wealth-making myth continues...</p><p>At this time, many people also want to see whether the trillion-dollar Internet of Things track can rush out of a \"new giant\"?</p><p><b>1、</b><b><b>Graffiti Intelligent Bar Mitzvah</b></b></p><p>On the evening of March 18th, Graffiti Intelligent executives, investors, partners, and even the mayor of Hangzhou personally rushed to Huanglong Hotel in Hangzhou to witness the cloud bell ringing ceremony of Graffiti Intelligent listing in the United States.</p><p><img src=\"https://static.tigerbbs.com/b5ed48ea6a3e3cf8f3367f617e10ec4c\" tg-width=\"740\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p><p>Before ringing the bell, Chen Liaohan, founder and president of Tuya Intelligence, and Liu Yao, senior vice president and CFO of Tuya Intelligence, accepted media interviews, revealing Tuya Intelligence's thinking and plans in this listing process.</p><p>Q:<b>The return of Chinese stocks is the current trend. Why did graffiti choose to list in the United States?</b></p><p>Liu Yao: Our choice of U.S. stocks is mainly due to two considerations:</p><p><ul><li>First, Tuya is a global enterprise, and the customers we support are brands, factories, channel providers and operators all over the world. Listing in the US stock market takes into account the customer's base;</p><p></li><li>Second, we are a cloud vendor. There are a large number of mature investors in the US stock market who focus on investing in technology cloud enterprises, and they have a deep understanding of cloud enterprises.</p><p></li></ul>Q:<b>What concept is used when introducing graffiti to US stock investors?</b></p><p>Liu Yao: Investors think that Tuya is an infrastructure cloud company, and we provide basic services like water and electricity for the whole IoT industry.</p><p>Q:<b>The prospectus shows that we have been in a loss for the past two years. What improvement measures will we take in the future?</b></p><p>Liu Yao: Historically speaking, it is actually relatively common for technology companies to lose money before or in the early days of listing, because we need to invest a lot of research and development to develop really high-value products, especially when we enter this field, it is brand-new, so the precipitation of products takes a long time to explore, but our losses are actually narrowing rapidly.</p><p>After the listing, we will continue to invest heavily in research and development, make good products, and provide the best service to customers. At the same time, we will also control our cash flow in a more disciplined manner. So I think it is also very likely that the loss will continue, but it will slowly narrow.</p><p>Q:<b>Tuya currently has a lot of revenue from overseas, and how it plans to develop its business in China in the future.</b></p><p>Chen Liaohan: In the early days, especially from 2015 to 2016, we found that intelligence began to penetrate overseas on a large scale, so in fact, our market at that time focused overseas, starting from North America, and then to Europe, Southeast Asia, Australia and Japan, such a development trajectory.</p><p>Since 2017, we found that China's IoT market has risen, so we have set up a team to operate our entire Chinese market.</p><p>We see that in fact, the Chinese market is a market with great potential, so although our overseas investment accounts for a higher proportion today, we find that the development potential of the Chinese market is very great, and we will also provide intelligent service capabilities for Chinese manufacturing brands, and we will spend a lot of resources to deepen the Chinese market.</p><p>Q:<b>What is the significance of intelligence at the current stage to the manufacturing industry?</b></p><p>Chen Liaohan: Take the lighting industry as an example. The current price of an ordinary cannon lamp is $0.4. Once it is intelligent, its price will quickly increase to more than $2. Therefore, in fact, the output value of intelligence has increased by more than 10 times to the whole industry. This is the charm brought by intelligence to this industry.</p><p><b>2、</b><b><b>Ali Origin: Being Acquired and Starting a Business Again</b></b></p><p>Speaking of graffiti intelligence, I have to mention Ali, an Internet giant headquartered in Hangzhou.</p><p>In 2009, Ali's organizational structure was adjusted and Alibaba Cloud was established. At that time, Jack Ma said that \"Alibaba Cloud will be Ali's next decade\", and transferred Dr. Wang Jian, then CTO of Alibaba, to personally lead the team. At that time, Alibaba Cloud also ushered in its first general manager, whose flower name was Yu Ling.</p><p>Yu Ling's real name is Wang Xueji, and it is rumored that he is a teenager who is a master of schools. Before entering Ali, he founded the PHPWind forum in 2003 with his classmates and friends during college.</p><p>PHPWind is a community open source system whose main business is to help moderators and webmasters set up their own forums. At that time, there was another mainstream community open source system in China, Discuz. These two systems witnessed the rise and awakening of the domestic Internet, and also built the interesting BBS era.</p><p>At that time, in the forum war, Tencent acquired Discuz in 2010 and connected with QQ accounts. A QQ number can log in to major forums, and a large number of QQ armies poured into major forums for a time; Alibaba acquired PHPWind in 2008 two years earlier than Tencent. Wang Xueji and his team entered Alibaba together, and became the first business team of Alibaba Cloud with PHPWind the following year.</p><p>On September 19, 2014, Ali was listed on the New York Stock Exchange; This year, users of Alibaba Cloud services have covered 200 countries all over the world; It was also this year that Wang Xueji went out of Ali to start a business again and set up Graffiti Intelligence.</p><p><img src=\"https://static.tigerbbs.com/4d32c71c334938c21381fd7521ecfbda\" tg-width=\"645\" tg-height=\"302\" referrerpolicy=\"no-referrer\"></p><p>At that time, Chen Liaohan, Lin Yaona, Zhou Ruixin and other original members who entered Ali from PHPWind were also left to start a business together.</p><p><b>3、</b><b><b>Graffiti Past: It took a year and a half to have the first customer</b></b></p><p>In 2014, the concept of Internet of Things was still on the eve of turbulence in China, and it has taken shape and been popular abroad.</p><p>Because of this,<b>At the beginning of its establishment, Tuya Intelligence focused its business overseas.</b></p><p>In this regard, Chen Liaohan also introduced in detail the founding team's cognition of the IoT market at the beginning of its business:</p><p>In 2015, consumers' awareness and acceptance of smart products in overseas markets, especially in North America, was actually higher than that in China. Wherever the customer is, we go for it.</p><p>In 2014, smart speaker products such as Amazon's Alexa and Google's Google Home have appeared in North America. Such products have promoted consumers' enthusiasm for buying smart devices, because after buying voice speakers, users hope that a large number of devices at Home can be connected to voice speakers, so that they can interact and experience better. This is also an opportunity for graffiti to see, in which graffiti plays a role in helping overseas brands connect to voice speakers of different brands, which is why graffiti has developed rapidly overseas in recent years.</p><p>At that time, what kind of product did Graffiti Intelligence want to make?</p><p><b>At first, we just wanted to try to create some innovative products with intelligent technology. This product may be the third device besides computers and mobile phones, or it may be a platform.</b>This is Wang Xueji's original idea of founding Tuya Intelligence.</p><p>The intelligent technology mentioned here is actually the technology that cloud computing, big data and Internet of Things have accumulated for a long time. Through these technologies, Tuya Intelligence tested the waters and made its first product, Airtake, in 2015.</p><p>Airtake is not a hardware, but a \"camera App with integrated cloud services\". This product is mainly to solve the cloud storage problem of mobile phones and cameras at that time. Tuya Intelligence later launched an \"SD card with WiFi function\" to cooperate with Airtake, so that the photos taken by traditional cameras or mobile phones are automatically uploaded to the cloud album, and only the compressed pictures are kept locally (occupying 1/6 of the original picture).</p><p><img src=\"https://static.tigerbbs.com/5cff693416a4d203aa1bbabf17865ddf\" tg-width=\"740\" tg-height=\"263\" referrerpolicy=\"no-referrer\"></p><p>Airtake is an earlier software that used cloud technology to solve daily practicality problems. Although it failed to become the third ranking device in the hands of users after computers and mobile phones, it clearly demonstrated<b>The basic business model of Tuya Intelligence-hardware + software + cloud services.</b></p><p>In the business model of Tuya Intelligence, hardware refers to networking modules (also known as IoT modules and cloud modules). At present, there are many kinds of module schemes including Wi-Fi modules, Bluetooth modules, Zigbee modules, etc. By embedding these modules into devices, device networking and secondary development can be realized. Software and cloud services refer to PaaS and SaaS services provided based on IoT cloud platform.</p><p>It can also be seen from the prospectus of Tuya Intelligent's listing in the United States that at present, the main business of Tuya Intelligence includes four pieces:</p><p><ul><li><b>IoT PaaS.</b>Provide solutions based on cloud, Internet of Things, edge computing and other technologies, which are embodied in hardware products. It is the networking module, which realizes device networking by embedding the networking module, and then connects the networked devices to the IoT cloud platform of Tuya Intelligence, finally realizing the conversion from traditional products to IoT products with edge computing, storage and networking capabilities and intelligent management of devices.</p><p></li><li><b>IoT SaaS.</b>Provide industry SaaS for verticals such as hospitality, real estate, etc. Enterprises can manage, operate and maintain smart devices by using these SaaS solutions.</p><p></li><li><b>Smart Device Distribution.</b>Provide brand vendors and system integrators with smart devices from OEM partners who have deployed Tuya Intelligent IoT PaaS.</p><p></li><li><b>Other value-added cloud services.</b>It provides value-added services such as artificial intelligence virtual assistant and big data analysis for enterprise customers, and data storage, message push, content services, etc. for device users of Tuya Intelligence.</p><p></li></ul>Among them, IoT PaaS is the core business of Tuya Intelligence, and most of Tuya Intelligence's revenue currently comes from IoT PaaS (Note: the revenue accounted for 72.2% and 84.3% in 2019 and 2020, respectively). As of December 31, 2020, Tuya Intelligence had 3,296 IoT PaaS customers, and revenue from 188 major customers accounted for 87% of IoT PaaS revenue.</p><p>In 2019, Tuya Intelligence's revenue reached $106 million.</p><p>In five years, Tuya Intelligence has increased its revenue from 0 to 100 million USD, with a considerable growth rate.</p><p>However, the stakes in embedding networking modules for devices and enabling devices to surf the Internet are complicated and not as simple as imagined.</p><p>Just when Graffiti Intelligent pulled the team to start a business, Xiaomi, which is far away in Beijing, also started the Internet of Things project. At that time, Gao Ziguang, the head of Xiaomi IoT project, found in the process of communication with home appliance manufacturers:</p><p>Large enterprises mostly want to develop their own modules, rather than adopting other people's standards (modules). After Xiaomi's team spent nearly a year discussing cooperation with major home appliance manufacturers, it finally had to apply its own IoT module to Xiaomi's ecological chain enterprise products. Zhimi's air purifier became Xiaomi's first IoT product.</p><p>Tuya Intelligence, which wants to do IoT to B business, also has to face this problem.</p><p>As a start-up enterprise, even if the team has a big factory background, it is inevitable To hit a wall To carry out To B business from zero.</p><p>Wang Xueji previously said in an interview with Wenzhou Business Daily, \"<b>It took us a year and a half to get the first 100 clients to know \"TUYA\" before the first client chose us.</b>”</p><p>Chen Liaohan was also quite touched by this:</p><p>It took a year and a half to have the first customer, and we would also question ourselves at that time: whether we chose the wrong direction, whether we entered the track early... There would be a lot of thinking, but in the end we persisted.<b>4、</b><b><b>Gold owners & fans: Who is graffiti in heavy positions?</b></b></p><p>In 2020, Tuya Smart's revenue grew by 70% to $180 million.</p><p>However,<b>Under such beautiful performance, what is hidden is the difficulty of this industry's revenue.</b></p><p>According to the data in Tuya Intelligent's prospectus, it incurred net losses of US$70.5 million and US$66.9 million in 2019 and 2020, respectively. As of December 31, 2020, Tuya Intelligent had an accumulated loss of US$192.5 million.</p><p><img src=\"https://static.tigerbbs.com/d41d65d6a764b1607ffa2053461a6c8a\" tg-width=\"740\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p><p>In this regard,<b>The solutions mentioned by Tuya Intelligence in the prospectus are: \"Strengthening platform construction\" and \"Increasing investment of marketing team\"</b>。</p><p>In today's entrepreneurial environment, most entrepreneurial enterprises do not rely on the two-way circulation of revenue and investment to explore the market, but on the power of capital. The optimistic graffiti intelligence naturally does not lack gold owners and nobles.</p><p>Wu Yongming is the first noble person of graffiti intelligence.</p><p>At the beginning of Ali, there were 18 founders. These 18 founders gathered 500,000 yuan as startup capital and each took a part of the shares, creating Alibaba, which is now in the limelight. At the beginning of the business, 18 people were both founders and early partners of Ali. Later, the outside world also gave them a title of martial arts-Ali Eighteen Arhats.</p><p>Wu Yongming is one of these 18 people. He served as the head of the group's search business, advertising business and wireless business in Ali. When Wang Xueji went out of Ali to start a business again, as Wang Xueji's immediate boss at that time, Wu Yongming became an angel investor of graffiti intelligence with his own pocket.</p><p>In addition to Wu Yongming, the angel investors of Graffiti Intelligence include Li Zhiguo, a No.46 employee of Ali, and Bat Capital, founded by Qu Tian, a former employee of Ali. For this reason, Graffiti Intelligence was once regarded as an Ali enterprise.</p><p>Such a founding team, such an angel investment, and the choice of a recognized potential track, Graffiti Intelligence is destined to attract much attention since its establishment.</p><p>In the following years, Tuya Intelligence received many rounds of huge financing, which can be said to be a \"rich\" enterprise. According to public information, Tuya Intelligence received three rounds of financing of 10 million USD, 100 million RMB and 200 million USD in September 2015, October 2017 and July 2018, respectively. The employers include NEA Enyi Investment, Oriental Fuhai, Linear Capital, Broadband Capital, Quadrille Capital, Future Fund, C.M. Capital and other well-known domestic and foreign investment institutions.</p><p>In addition, in the prospectus filed with the U.S. Securities and Exchange Commission (SEC) in preparation for listing, Tuya Intelligence disclosed more information about the employer, including:</p><p><b>Tencent holds 10.8% of the shares and is the second largest institutional investor after Enyi Investment;</b>Still losing money is the current situation of Tuya Intelligence, but IoT is still a continuously growing track, a track with great potential, and a track with infinite possibilities.</p><p>This makes Graffiti Intelligence, which is the \"first IoT cloud stock\" listed in the United States, become a unicorn enterprise with a valuation of tens of billions of dollars when the market is rising and surrounded by capital.</p><p><b>5、</b><b><b>Revaluating 'IoT Cloud'</b></b></p><p>On the evening of February 2, 2021, Alibaba released its 2020 Q4 financial report, which showed that in the fourth quarter of 2020, Alibaba Cloud's single-quarter revenue was 11.615 billion yuan, and its adjusted EBITA achieved a profit of 24 million yuan.</p><p>This is the first time Alibaba Cloud has achieved a single-quarter profit since its establishment 12 years ago.</p><p>However, considering the scale advantage of Alibaba Cloud and the living environment of domestic cloud vendors, the competition in the domestic cloud market is still fierce.</p><p>Luo Zhenyu, the founder of \"Get\", once told this story at an event:</p><p>All the data of \"Get APP\" is placed on the cloud, and the cloud provider chooses Alibaba Cloud, the largest cloud provider in China. Every year, the service fee paid by \"Get\" to Alibaba Cloud is as high as tens of millions.<img src=\"https://static.tigerbbs.com/590da46a087ceed178517103fe6d74b2\" tg-width=\"740\" tg-height=\"436\" referrerpolicy=\"no-referrer\"></p><p>At the same time, Luo Zhenyu's mailbox also received \"hundreds of thousands of coupons\" from other small and medium-sized cloud service vendors...</p><p>Even if the competition is so fierce, it still does not delay capital's optimism about cloud service vendors other than giants.</p><p>On January 20, 2020, UCloud landed on the Science and Technology Innovation Edition as the first cloud computing stock in China, with a market value exceeding 30 billion yuan on the first day;</p><p>On May 8, 2020, Kingsoft Cloud, as Lei Jun's fourth listed company, was listed in the United States, with a market value exceeding US$4.7 billion on the first day;</p><p>On March 16, 2021, Qingyun was listed on the Science and Technology Innovation Board as the first hybrid cloud share, and its market value exceeded 4 billion yuan on the first day;</p><p>On March 18, 2021, Tuya Intelligence was listed on the NYSE as the first IoT cloud stock.</p><p>From the actual business point of view, both giant manufacturers such as Ali, Tencent and Huawei, and second-tier cloud manufacturers such as UCloud, Jinshan Cloud and Qingyun are involved in \"IoT cloud\" business.</p><p>In such a heavy siege, does Tuya Intelligence, which is listed as the \"first IoT cloud stock\", have a chance to grow into the next generation of \"giants\"?</p>","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>IoT Cloud Platform Tuya Intelligent Landing on NYSE, First Hanging Higher Opening Over 28%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\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\">\nIoT Cloud Platform Tuya Intelligent Landing on NYSE, First Hanging Higher Opening Over 28%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-03-19 00:25</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On March 18th, IoT cloud platform Tuya Intelligence was officially listed on the New York Stock Exchange, with an opening increase of over 28% to $27, with a market value of $15.11 billion. Tiger Securities is the only Internet investment bank in this graffiti intelligent underwriting team, contributing a total of $1.85 billion in orders and subscribing to nearly 58,000 customers, highlighting its strong order subscription strength. From the perspective of order ratio, the proportion of retail orders is still prominent, showing the high attention and acceptance of Tiger platform users for new economy enterprises.</p><p><img src=\"https://static.tigerbbs.com/1a278534bdfeba8a543409acadb2ec91\" tg-width=\"1080\" tg-height=\"2249\"></p><p><img src=\"https://static.tigerbbs.com/1ac508d9d4a0611a79fca73710fa19a1\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"></p><p>TUYA Smart IPO price is set at $21, above the guidance range ($17-$20), under the symbol \"TUYA\". In this IPO, Tuya Smart will sell 43.59 million shares of ADS (American Depositary Shares), which is expected to raise $915 million.</p><p><b>Graffiti intelligence, breaking out of the siege of giants?</b></p><p>Internet giants such as Ali, JD.COM and Baidu have successively returned to Hong Kong for second listing. When many technology companies landed in Science and Technology Edition and GEM in China, Chinese-funded enterprises went public in the United States again ushered in a boom.</p><p>According to incomplete statistics, in the first two months of 2021, there were 13 domestic listed companies in the United States, including Ronglianyun and Wuxing Technology.</p><p>As a unicorn company favored by many capitals in the explosive Internet of Things track, Graffiti Intelligence was also listed in the United States today.</p><p>NYSE bells ring, wealth-making myth continues...</p><p>At this time, many people also want to see whether the trillion-dollar Internet of Things track can rush out of a \"new giant\"?</p><p><b>1、</b><b><b>Graffiti Intelligent Bar Mitzvah</b></b></p><p>On the evening of March 18th, Graffiti Intelligent executives, investors, partners, and even the mayor of Hangzhou personally rushed to Huanglong Hotel in Hangzhou to witness the cloud bell ringing ceremony of Graffiti Intelligent listing in the United States.</p><p><img src=\"https://static.tigerbbs.com/b5ed48ea6a3e3cf8f3367f617e10ec4c\" tg-width=\"740\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p><p>Before ringing the bell, Chen Liaohan, founder and president of Tuya Intelligence, and Liu Yao, senior vice president and CFO of Tuya Intelligence, accepted media interviews, revealing Tuya Intelligence's thinking and plans in this listing process.</p><p>Q:<b>The return of Chinese stocks is the current trend. Why did graffiti choose to list in the United States?</b></p><p>Liu Yao: Our choice of U.S. stocks is mainly due to two considerations:</p><p><ul><li>First, Tuya is a global enterprise, and the customers we support are brands, factories, channel providers and operators all over the world. Listing in the US stock market takes into account the customer's base;</p><p></li><li>Second, we are a cloud vendor. There are a large number of mature investors in the US stock market who focus on investing in technology cloud enterprises, and they have a deep understanding of cloud enterprises.</p><p></li></ul>Q:<b>What concept is used when introducing graffiti to US stock investors?</b></p><p>Liu Yao: Investors think that Tuya is an infrastructure cloud company, and we provide basic services like water and electricity for the whole IoT industry.</p><p>Q:<b>The prospectus shows that we have been in a loss for the past two years. What improvement measures will we take in the future?</b></p><p>Liu Yao: Historically speaking, it is actually relatively common for technology companies to lose money before or in the early days of listing, because we need to invest a lot of research and development to develop really high-value products, especially when we enter this field, it is brand-new, so the precipitation of products takes a long time to explore, but our losses are actually narrowing rapidly.</p><p>After the listing, we will continue to invest heavily in research and development, make good products, and provide the best service to customers. At the same time, we will also control our cash flow in a more disciplined manner. So I think it is also very likely that the loss will continue, but it will slowly narrow.</p><p>Q:<b>Tuya currently has a lot of revenue from overseas, and how it plans to develop its business in China in the future.</b></p><p>Chen Liaohan: In the early days, especially from 2015 to 2016, we found that intelligence began to penetrate overseas on a large scale, so in fact, our market at that time focused overseas, starting from North America, and then to Europe, Southeast Asia, Australia and Japan, such a development trajectory.</p><p>Since 2017, we found that China's IoT market has risen, so we have set up a team to operate our entire Chinese market.</p><p>We see that in fact, the Chinese market is a market with great potential, so although our overseas investment accounts for a higher proportion today, we find that the development potential of the Chinese market is very great, and we will also provide intelligent service capabilities for Chinese manufacturing brands, and we will spend a lot of resources to deepen the Chinese market.</p><p>Q:<b>What is the significance of intelligence at the current stage to the manufacturing industry?</b></p><p>Chen Liaohan: Take the lighting industry as an example. The current price of an ordinary cannon lamp is $0.4. Once it is intelligent, its price will quickly increase to more than $2. Therefore, in fact, the output value of intelligence has increased by more than 10 times to the whole industry. This is the charm brought by intelligence to this industry.</p><p><b>2、</b><b><b>Ali Origin: Being Acquired and Starting a Business Again</b></b></p><p>Speaking of graffiti intelligence, I have to mention Ali, an Internet giant headquartered in Hangzhou.</p><p>In 2009, Ali's organizational structure was adjusted and Alibaba Cloud was established. At that time, Jack Ma said that \"Alibaba Cloud will be Ali's next decade\", and transferred Dr. Wang Jian, then CTO of Alibaba, to personally lead the team. At that time, Alibaba Cloud also ushered in its first general manager, whose flower name was Yu Ling.</p><p>Yu Ling's real name is Wang Xueji, and it is rumored that he is a teenager who is a master of schools. Before entering Ali, he founded the PHPWind forum in 2003 with his classmates and friends during college.</p><p>PHPWind is a community open source system whose main business is to help moderators and webmasters set up their own forums. At that time, there was another mainstream community open source system in China, Discuz. These two systems witnessed the rise and awakening of the domestic Internet, and also built the interesting BBS era.</p><p>At that time, in the forum war, Tencent acquired Discuz in 2010 and connected with QQ accounts. A QQ number can log in to major forums, and a large number of QQ armies poured into major forums for a time; Alibaba acquired PHPWind in 2008 two years earlier than Tencent. Wang Xueji and his team entered Alibaba together, and became the first business team of Alibaba Cloud with PHPWind the following year.</p><p>On September 19, 2014, Ali was listed on the New York Stock Exchange; This year, users of Alibaba Cloud services have covered 200 countries all over the world; It was also this year that Wang Xueji went out of Ali to start a business again and set up Graffiti Intelligence.</p><p><img src=\"https://static.tigerbbs.com/4d32c71c334938c21381fd7521ecfbda\" tg-width=\"645\" tg-height=\"302\" referrerpolicy=\"no-referrer\"></p><p>At that time, Chen Liaohan, Lin Yaona, Zhou Ruixin and other original members who entered Ali from PHPWind were also left to start a business together.</p><p><b>3、</b><b><b>Graffiti Past: It took a year and a half to have the first customer</b></b></p><p>In 2014, the concept of Internet of Things was still on the eve of turbulence in China, and it has taken shape and been popular abroad.</p><p>Because of this,<b>At the beginning of its establishment, Tuya Intelligence focused its business overseas.</b></p><p>In this regard, Chen Liaohan also introduced in detail the founding team's cognition of the IoT market at the beginning of its business:</p><p>In 2015, consumers' awareness and acceptance of smart products in overseas markets, especially in North America, was actually higher than that in China. Wherever the customer is, we go for it.</p><p>In 2014, smart speaker products such as Amazon's Alexa and Google's Google Home have appeared in North America. Such products have promoted consumers' enthusiasm for buying smart devices, because after buying voice speakers, users hope that a large number of devices at Home can be connected to voice speakers, so that they can interact and experience better. This is also an opportunity for graffiti to see, in which graffiti plays a role in helping overseas brands connect to voice speakers of different brands, which is why graffiti has developed rapidly overseas in recent years.</p><p>At that time, what kind of product did Graffiti Intelligence want to make?</p><p><b>At first, we just wanted to try to create some innovative products with intelligent technology. This product may be the third device besides computers and mobile phones, or it may be a platform.</b>This is Wang Xueji's original idea of founding Tuya Intelligence.</p><p>The intelligent technology mentioned here is actually the technology that cloud computing, big data and Internet of Things have accumulated for a long time. Through these technologies, Tuya Intelligence tested the waters and made its first product, Airtake, in 2015.</p><p>Airtake is not a hardware, but a \"camera App with integrated cloud services\". This product is mainly to solve the cloud storage problem of mobile phones and cameras at that time. Tuya Intelligence later launched an \"SD card with WiFi function\" to cooperate with Airtake, so that the photos taken by traditional cameras or mobile phones are automatically uploaded to the cloud album, and only the compressed pictures are kept locally (occupying 1/6 of the original picture).</p><p><img src=\"https://static.tigerbbs.com/5cff693416a4d203aa1bbabf17865ddf\" tg-width=\"740\" tg-height=\"263\" referrerpolicy=\"no-referrer\"></p><p>Airtake is an earlier software that used cloud technology to solve daily practicality problems. Although it failed to become the third ranking device in the hands of users after computers and mobile phones, it clearly demonstrated<b>The basic business model of Tuya Intelligence-hardware + software + cloud services.</b></p><p>In the business model of Tuya Intelligence, hardware refers to networking modules (also known as IoT modules and cloud modules). At present, there are many kinds of module schemes including Wi-Fi modules, Bluetooth modules, Zigbee modules, etc. By embedding these modules into devices, device networking and secondary development can be realized. Software and cloud services refer to PaaS and SaaS services provided based on IoT cloud platform.</p><p>It can also be seen from the prospectus of Tuya Intelligent's listing in the United States that at present, the main business of Tuya Intelligence includes four pieces:</p><p><ul><li><b>IoT PaaS.</b>Provide solutions based on cloud, Internet of Things, edge computing and other technologies, which are embodied in hardware products. It is the networking module, which realizes device networking by embedding the networking module, and then connects the networked devices to the IoT cloud platform of Tuya Intelligence, finally realizing the conversion from traditional products to IoT products with edge computing, storage and networking capabilities and intelligent management of devices.</p><p></li><li><b>IoT SaaS.</b>Provide industry SaaS for verticals such as hospitality, real estate, etc. Enterprises can manage, operate and maintain smart devices by using these SaaS solutions.</p><p></li><li><b>Smart Device Distribution.</b>Provide brand vendors and system integrators with smart devices from OEM partners who have deployed Tuya Intelligent IoT PaaS.</p><p></li><li><b>Other value-added cloud services.</b>It provides value-added services such as artificial intelligence virtual assistant and big data analysis for enterprise customers, and data storage, message push, content services, etc. for device users of Tuya Intelligence.</p><p></li></ul>Among them, IoT PaaS is the core business of Tuya Intelligence, and most of Tuya Intelligence's revenue currently comes from IoT PaaS (Note: the revenue accounted for 72.2% and 84.3% in 2019 and 2020, respectively). As of December 31, 2020, Tuya Intelligence had 3,296 IoT PaaS customers, and revenue from 188 major customers accounted for 87% of IoT PaaS revenue.</p><p>In 2019, Tuya Intelligence's revenue reached $106 million.</p><p>In five years, Tuya Intelligence has increased its revenue from 0 to 100 million USD, with a considerable growth rate.</p><p>However, the stakes in embedding networking modules for devices and enabling devices to surf the Internet are complicated and not as simple as imagined.</p><p>Just when Graffiti Intelligent pulled the team to start a business, Xiaomi, which is far away in Beijing, also started the Internet of Things project. At that time, Gao Ziguang, the head of Xiaomi IoT project, found in the process of communication with home appliance manufacturers:</p><p>Large enterprises mostly want to develop their own modules, rather than adopting other people's standards (modules). After Xiaomi's team spent nearly a year discussing cooperation with major home appliance manufacturers, it finally had to apply its own IoT module to Xiaomi's ecological chain enterprise products. Zhimi's air purifier became Xiaomi's first IoT product.</p><p>Tuya Intelligence, which wants to do IoT to B business, also has to face this problem.</p><p>As a start-up enterprise, even if the team has a big factory background, it is inevitable To hit a wall To carry out To B business from zero.</p><p>Wang Xueji previously said in an interview with Wenzhou Business Daily, \"<b>It took us a year and a half to get the first 100 clients to know \"TUYA\" before the first client chose us.</b>”</p><p>Chen Liaohan was also quite touched by this:</p><p>It took a year and a half to have the first customer, and we would also question ourselves at that time: whether we chose the wrong direction, whether we entered the track early... There would be a lot of thinking, but in the end we persisted.<b>4、</b><b><b>Gold owners & fans: Who is graffiti in heavy positions?</b></b></p><p>In 2020, Tuya Smart's revenue grew by 70% to $180 million.</p><p>However,<b>Under such beautiful performance, what is hidden is the difficulty of this industry's revenue.</b></p><p>According to the data in Tuya Intelligent's prospectus, it incurred net losses of US$70.5 million and US$66.9 million in 2019 and 2020, respectively. As of December 31, 2020, Tuya Intelligent had an accumulated loss of US$192.5 million.</p><p><img src=\"https://static.tigerbbs.com/d41d65d6a764b1607ffa2053461a6c8a\" tg-width=\"740\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p><p>In this regard,<b>The solutions mentioned by Tuya Intelligence in the prospectus are: \"Strengthening platform construction\" and \"Increasing investment of marketing team\"</b>。</p><p>In today's entrepreneurial environment, most entrepreneurial enterprises do not rely on the two-way circulation of revenue and investment to explore the market, but on the power of capital. The optimistic graffiti intelligence naturally does not lack gold owners and nobles.</p><p>Wu Yongming is the first noble person of graffiti intelligence.</p><p>At the beginning of Ali, there were 18 founders. These 18 founders gathered 500,000 yuan as startup capital and each took a part of the shares, creating Alibaba, which is now in the limelight. At the beginning of the business, 18 people were both founders and early partners of Ali. Later, the outside world also gave them a title of martial arts-Ali Eighteen Arhats.</p><p>Wu Yongming is one of these 18 people. He served as the head of the group's search business, advertising business and wireless business in Ali. When Wang Xueji went out of Ali to start a business again, as Wang Xueji's immediate boss at that time, Wu Yongming became an angel investor of graffiti intelligence with his own pocket.</p><p>In addition to Wu Yongming, the angel investors of Graffiti Intelligence include Li Zhiguo, a No.46 employee of Ali, and Bat Capital, founded by Qu Tian, a former employee of Ali. For this reason, Graffiti Intelligence was once regarded as an Ali enterprise.</p><p>Such a founding team, such an angel investment, and the choice of a recognized potential track, Graffiti Intelligence is destined to attract much attention since its establishment.</p><p>In the following years, Tuya Intelligence received many rounds of huge financing, which can be said to be a \"rich\" enterprise. According to public information, Tuya Intelligence received three rounds of financing of 10 million USD, 100 million RMB and 200 million USD in September 2015, October 2017 and July 2018, respectively. The employers include NEA Enyi Investment, Oriental Fuhai, Linear Capital, Broadband Capital, Quadrille Capital, Future Fund, C.M. Capital and other well-known domestic and foreign investment institutions.</p><p>In addition, in the prospectus filed with the U.S. Securities and Exchange Commission (SEC) in preparation for listing, Tuya Intelligence disclosed more information about the employer, including:</p><p><b>Tencent holds 10.8% of the shares and is the second largest institutional investor after Enyi Investment;</b>Still losing money is the current situation of Tuya Intelligence, but IoT is still a continuously growing track, a track with great potential, and a track with infinite possibilities.</p><p>This makes Graffiti Intelligence, which is the \"first IoT cloud stock\" listed in the United States, become a unicorn enterprise with a valuation of tens of billions of dollars when the market is rising and surrounded by capital.</p><p><b>5、</b><b><b>Revaluating 'IoT Cloud'</b></b></p><p>On the evening of February 2, 2021, Alibaba released its 2020 Q4 financial report, which showed that in the fourth quarter of 2020, Alibaba Cloud's single-quarter revenue was 11.615 billion yuan, and its adjusted EBITA achieved a profit of 24 million yuan.</p><p>This is the first time Alibaba Cloud has achieved a single-quarter profit since its establishment 12 years ago.</p><p>However, considering the scale advantage of Alibaba Cloud and the living environment of domestic cloud vendors, the competition in the domestic cloud market is still fierce.</p><p>Luo Zhenyu, the founder of \"Get\", once told this story at an event:</p><p>All the data of \"Get APP\" is placed on the cloud, and the cloud provider chooses Alibaba Cloud, the largest cloud provider in China. Every year, the service fee paid by \"Get\" to Alibaba Cloud is as high as tens of millions.<img src=\"https://static.tigerbbs.com/590da46a087ceed178517103fe6d74b2\" tg-width=\"740\" tg-height=\"436\" referrerpolicy=\"no-referrer\"></p><p>At the same time, Luo Zhenyu's mailbox also received \"hundreds of thousands of coupons\" from other small and medium-sized cloud service vendors...</p><p>Even if the competition is so fierce, it still does not delay capital's optimism about cloud service vendors other than giants.</p><p>On January 20, 2020, UCloud landed on the Science and Technology Innovation Edition as the first cloud computing stock in China, with a market value exceeding 30 billion yuan on the first day;</p><p>On May 8, 2020, Kingsoft Cloud, as Lei Jun's fourth listed company, was listed in the United States, with a market value exceeding US$4.7 billion on the first day;</p><p>On March 16, 2021, Qingyun was listed on the Science and Technology Innovation Board as the first hybrid cloud share, and its market value exceeded 4 billion yuan on the first day;</p><p>On March 18, 2021, Tuya Intelligence was listed on the NYSE as the first IoT cloud stock.</p><p>From the actual business point of view, both giant manufacturers such as Ali, Tencent and Huawei, and second-tier cloud manufacturers such as UCloud, Jinshan Cloud and Qingyun are involved in \"IoT cloud\" business.</p><p>In such a heavy siege, does Tuya Intelligence, which is listed as the \"first IoT cloud stock\", have a chance to grow into the next generation of \"giants\"?</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3be944a9a32d46999588e09d1fd39d10","relate_stocks":{"TUYA":"涂鸦智能"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175135367","content_text":"3月18日，IoT云平台涂鸦智能正式在纽交所挂牌上市，开盘涨超28%，报27美元，市值151.1亿美元。老虎证券为本次涂鸦智能承销团队中唯一的互联网投行，贡献共计18.5亿美元订单，认购客户近5.8万人次，凸显出其强大的订单认购实力。从订单比例来看，零售订单占比依旧突出，展现出老虎平台用户对新经济企业的高关注度和高接受度。\n\n\n涂鸦智能IPO价格定为21美元，高于指导区间(17-20美元)，代码为“TUYA”。在本次IPO中，涂鸦智能将发售4359万股ADS（美国存托股），预计将筹集9.15亿美元。\n涂鸦智能，冲出巨头重围？\n在阿里、京东、百度等互联网巨头相继回港二次上市，在众多科技企业在国内登陆科创版、创业板时，中资企业赴美上市再度迎来热潮。\n据不完全统计，2021年前两个月国内赴美上市企业已有包括容联云、雾兴科技等13家企业。\n作为爆火的物联网赛道中被众多资本看好的独角兽企业，涂鸦智能也于今日在美敲钟上市。\n纽交所钟声响起，造富神话继续……\n此时，很多人也想看看，万亿物联网赛道能否冲出一位“新巨头”？\n1、涂鸦智能的成人礼\n3月18日晚，涂鸦智能高管、投资人、合作伙伴，甚至连杭州市长都亲自赶赴到杭州黄龙饭店，来见证涂鸦智能在美上市云敲钟仪式。\n\n在敲钟之前，涂鸦智能创始人兼总裁陈燎罕、涂鸦智能高级副总裁兼CFO刘尧接受了媒体采访，揭秘了涂鸦智能的在这一上市过程中的思考和计划。\n问：中概股回归是当下趋势，涂鸦为什么会选择在美上市？\n刘尧：关于我们选择美股主要是出于两个考虑：\n\n第一，涂鸦是一个全球性企业，我们支持的客户是遍布全球的品牌、工厂、渠道商及运营商，在美股上市考虑到客户的base；\n第二，我们是一个云厂商，在美股市场上有一大批成熟的、专注于投资科技类云企业的投资人，他们对云企业理解比较深刻。\n\n问：在和美股投资人介绍涂鸦时用的是怎样的概念？\n刘尧：投资人认为涂鸦是一个基础设施类云公司，我们是为整个IoT行业提供类似、水、电这样的基础服务。\n问：招股书显示我们近两年都处于一个亏损状态，未来有怎样的改善措施？\n刘尧：从历史来看，科技类公司在上市前或早期时候亏损其实是比较常见的，因为我们需要投入大量的研发来开拓出真正有高价值的产品，尤其像我们进入这个领域它是全新的，所以产品的沉淀需要一个比较长的时间来摸索，但是我们的亏损其实是在迅速收窄的。\n上市后我们会继续重投入在研发、做好产品，为客户提供最好的服务，同时我们也会比较有纪律性的管控我们的现金流。所以我觉得亏损也很有可能会继续，但会慢慢收窄。\n问：涂鸦目前有很多收入来自海外，未来打算如何发展中国业务。\n陈燎罕：早期，特别是2015年-2016年，我们发现智能化开始在海外大规模的渗透，所以其实我们当时的市场聚焦在海外，从北美开始，然后到欧洲、东南亚、澳大利亚、日本，这样一个发展轨迹。\n从2017年开始，我们发现中国的IoT市场起来了，所以我们又专门成立了一个团队来经营我们整个中国市场。\n我们看到，其实中国市场是一个有非常大潜力的市场，所以虽然我们今天在海外投资占比更高一些，但我们发现中国市场的发展潜力非常大，我们也会为中国制造业品牌提供智能化的服务能力，我们会花很多资源深耕中国市场。\n问：当前阶段的智能化对制造业的意义何在？\n陈燎罕：以照明产业为例，一个普通的球炮灯目前的售价是0.4美金，一旦它被智能化后，它的售价会迅速提升到两美金以上，所以其实智能化对整个产业的产值提升超过了10倍，这就是智能化对于这个行业带来的魅力。\n2、阿里渊源：被收购，再创业\n说起涂鸦智能，不得不提的是总部同在杭州的一家互联网巨头，阿里。\n2009年，阿里组织架构调整，成立阿里云，马云当时即称“阿里云将是阿里的下一个十年”，并调来时任阿里CTO的王坚博士亲自带队，彼时阿里云也迎来了第一任总经理，花名御灵。\n御灵本名王学集，坊间流传是一位学霸少年，进入阿里之前，曾在大学期间与同窗好友一起在2003年创办了PHPWind论坛。\nPHPWind是一款社区开源系统，主要业务是帮助版主和站长建立自己的论坛。当年，国内还有另一个主流社区开源系统，Discuz，这两大系统见证了国内互联网的兴起与觉醒，也构建起了那个趣味横生的BBS时代。\n在当时论坛大战中，腾讯在2010年收购了Discuz，并与QQ账号进行了打通，一个QQ号可以登录各大论坛，一时间各大论坛涌入大量QQ大军；阿里早腾讯两年、在2008年收购了PHPWind，王学集和他的团队一起走进了阿里，并在次年随PHPWind成为阿里云第一个业务团队。\n2014年9月19日，阿里在纽交所挂牌上市；这一年，阿里云服务的用户已经覆盖了全世界200个国家；也是在这一年，王学集走出阿里再次创业，成立了涂鸦智能。\n\n当时，一同出走创业的还有陈燎罕、林耀纳、周瑞鑫等从PHPWind一同进入阿里的原班人马。\n3、涂鸦往事：花了一年半，才有了第一个客户\n2014年，物联网概念在国内尚处于风起云涌的前夜，在国外已经成形、风靡。\n正因如此，成立之初的涂鸦智能将业务重心放在了海外。\n对此，陈燎罕也详细介绍了创始团队在创业之初对IoT市场的认知：\n2015年，海外市场、特别是北美市场消费者对于智能产品的认知和接受度其实是高于国内的。客户在哪里，我们就往哪里去做。\n2014年在北美就已经出现了亚马逊的Alexa和谷歌的Google Home等智能音箱产品，这类产品推动了消费者对于购买智能设备的热情，因为购买语音音箱后，用户就希望能够让家里大量的设备能够连接到语音音箱中，能够进行更好地交互和体验，这也是涂鸦看到的机会，涂鸦在其中就扮演了帮助海外品牌能够连接到不同品牌的语音音箱，这也是为什么这几年涂鸦在海外发展迅速的原因。\n在当时，涂鸦智能究竟想要做一个怎样的产品呢？\n\n我们一开始只是想尝试性的用智能技术打造一些创新性产品，这个产品可能是电脑、手机之外的第三个设备，也有可能是一个平台。\n\n这是王学集创立涂鸦智能最初的想法。\n这里说的智能技术其实就是云计算、大数据、物联网这些团队已有长期积累的技术。通过这些技术，涂鸦智能在2015年试水做了第一款产品，爱相机（Airtake）。\nAirtake并不是一款硬件，而是一款「集成了云服务的相机App」，这款产品主要是为了解决当时手机、相机拍照云存储问题，涂鸦智能随后也推出了一款「植入WiFi功能的SD卡」与Airtake配合应用，使得传统相机或手机拍的照片自动上传到云端相册、本地只保留压缩图片（占用空间为原图的1/6）。\n\nAirtake是一款较早利用云技术解决日常实用性问题的软件，虽然最终没能成为电脑、手机后用户手中第三顺位设备，却清晰地展现了涂鸦智能的基本商业模式——硬件+软件+云服务。\n在涂鸦智能的商业模式中，硬件指的是联网模组（也称IoT模组、云模组），目前有包括Wi-Fi模组、蓝牙模组、Zigbee模组等多类模组方案，通过将这些模组嵌入到设备中，实现设备联网和二次开发。软件和云服务指的则是基于IoT云平台提供的PaaS、SaaS服务。\n从涂鸦智能赴美上市招股书中也可以看到，目前涂鸦智能主要业务包括四块：\n\nIoT PaaS。提供基于云、物联网、边缘计算等技术的解决方案，具体表现在硬件产品上，正是联网模组，通过嵌入联网模组实现设备联网，再将联网设备连接到涂鸦智能的IoT云平台上，最终实现传统产品到具有边缘计算、存储、联网能力的IoT产品的转换和设备的智能管理。\nIoT SaaS。为诸如酒店、地产等垂直行业提供行业SaaS。企业运用这些SaaS方案可以实现智能设备的管理和运维。\n智能设备分销。为品牌厂商和系统集成商提供部署了涂鸦智能IoT PaaS的OEM合作伙伴的智能设备。\n其他增值云服务。面向企业客户提供诸如人工智能虚拟助手、大数据分析等增值服务，面向涂鸦智能的设备用户提供诸如数据存储、消息推送、内容服务等。\n\n其中，IoT PaaS是涂鸦智能的核心业务，涂鸦智能目前大部分收入来自于IoT PaaS（注：2019年、2020年的收入占比分别为72.2%、84.3%）。截止2020年12月31日，涂鸦智能有3296个IoT PaaS客户，来自188个大客户的收入占到了87%的IoT PaaS收入。\n2019年，涂鸦智能营收达到1.06亿美元。\n五年时间里，涂鸦智能将营收从0做到了1亿美元，增速可观。\n然而，为设备嵌入联网模组、让设备能够上网这件事儿，中间的利害关系复杂，并没有想象的那么简单。\n就在涂鸦智能拉队伍创业时，远在北京的小米也开启了物联网项目。当时作为小米IoT项目负责人的高自光在与家电厂商沟通过程中发现：\n\n 大企业大多希望开发自有模组，而不是采用别人的标准（模组）。\n\n小米团队花了近一年时间和各大家电厂商商谈合作事宜无果后，最终不得不将自己的IoT模组应用到小米生态链企业产品中，智米的空气净化器成了小米首款IoT产品。\n要做IoT to B业务的涂鸦智能同样要面临这一问题。\n作为一家创业企业，即使团队有大厂背景，要从0开展To B业务，也难免碰壁。\n王学集此前在接受《温州商报》采访时曾表示，“我们花了一年半时间，让最初的100个客户认识“TUYA”，才有第一个客户选择了我们。”\n对此，陈燎罕也颇有感触：\n\n 一年半的时间才有第一个客户，我们当时也会对自己产生质疑：我们的方向是不是选错了，我们进入赛道是不是进早了……，会有非常多的思考，但最后我们还是坚持下来了。\n\n4、金主&拥趸：谁在重仓涂鸦？\n2020年，涂鸦智能营收增长了70%，达到1.8亿美元。\n然而，在这样漂亮的业绩下，潜藏的却是这一行业营收的困顿。\n据涂鸦智能招股书中数据显示，在2019年和2020年分别产生了7050万美元和6690万美元的净亏损，截止2020年12月31日，涂鸦智能累计亏损1.925亿美元。\n\n对此，涂鸦智能在招股书中提及的解决之道是：「加强平台建设」和「加大营销团队投入」。\n在如今创业环境下，多数创业企业开拓市场靠的并不是营收与投入的双向流转，而是需要借力资本的力量，被看好的涂鸦智能自然不缺金主和贵人。\n吴泳铭是涂鸦智能的第一位贵人。\n阿里成立之初有18位创始人，这18位创始人凑了50万作为启动资金并各占一部分股份，创立了如今风头无两的阿里巴巴。创业之初的18人既是创始人、也是阿里的早期合伙人，后来外界也给了一个颇有武侠气息的称号——阿里十八罗汉。\n吴泳铭正是这18人之一，在阿里历任集团搜索业务、广告业务和无线业务的负责人，当王学集走出阿里再次创业时，作为王学集当时的顶头上司，吴泳铭自掏腰包成了涂鸦智能的天使投资人。\n除吴泳铭外，涂鸦智能的天使投资人还有阿里第46号员工李治国，以及同为阿里前员工屈田创办的蝙蝠资本。正因如此，涂鸦智能一度被认为是阿里系企业。\n这样的创始团队、这样的天使投资，再加上选的又是一条被公认的潜力赛道，涂鸦智能自成立之初就注定会备受关注。\n在随后几年里，涂鸦智能又拿到了多轮巨额融资，可以说是一家被“富养”的企业。据公开资料显示，涂鸦智能在2015年9月、2017年10月、2018年7月分别又拿到了千万美元、1亿人民币、2亿美元三轮融资，资方包括NEA恩颐投资、东方富海、线性资本、宽带资本、Quadrille Capital、Future Fund、C.M.Capital等国内外知名投资机构。\n另外，在筹备上市时向美国证券交易委员会(SEC)提交的招股书中，涂鸦智能披露了更多关于资方的信息，包括：\n\n腾讯持有10.8%股份、为除恩颐投资外第二大机构投资方；\n\n仍在亏损是涂鸦智能的现状，不过IoT仍是一个在持续增长的赛道，一个极有潜力的赛道，一个有无限可能的赛道。\n这使得以“IoT云第一股”在美上市的涂鸦智能，在市场上扬时、在资本簇拥下，强势成为了一家估值百亿美元的独角兽企业。\n5、重估“IoT云”\n2021年2月2日晚，阿里发布2020年Q4财报，财报显示：2020年第四季度，阿里云单季度收入116.15亿元，经调整EBITA实现盈利2400万元。\n这是阿里云自成立十二年以来，首次实现单季度盈利。\n不过，考虑到阿里云的规模优势和国内云厂商的生存环境，国内云市场的竞争依然十分激烈。\n「得到」创始人罗振宇在某次活动上曾讲述过这样一个故事：\n\n 「得到APP」所有数据是放在云上的，云供应商选择的是国内第一大云供应商阿里云，每年「得到」交给阿里云的服务费用高达数千万。\n\n\n与此同时，罗振宇的邮箱中也收到过其他中小型云服务厂商“十几万的优惠券”……\n即便竞争如此激烈，依然不耽误资本对巨头之外的云服务厂商的看好。\n2020年1月20日，UCloud以中国云计算第一股登陆科创版，首日市值突破300亿元；\n2020年5月8日，金山云作为雷军的第四家上市企业，在美上市，首日市值突破47亿美元；\n2021年3月16日，青云以混合云第一股在科创板上市，首日市值突破40亿元；\n2021年3月18日，涂鸦智能以IoT云第一股在纽交所上市。\n从实际业务来看，无论是阿里、腾讯、华为等巨头厂商，还是UCloud、金山云、青云等第二梯队云厂商均有涉及“IoT云”业务。\n在这样的重重包围中，以“IoT云第一股”上市的涂鸦智能有机会成长为下一代“巨头”吗？","news_type":1,"symbols_score_info":{"TUYA":0.9}},"isVote":1,"tweetType":1,"viewCount":3320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}