来自拉斯维加斯：贾维斯请退场。一款名为Hey Tuya的新AI助手即将登陆全球千家万户。 在12年的发展历程中， 涂鸦 智能（TUYA.US）服务于品牌商、代工厂、AI代理商、系统集成商及独立软件开发商等企业客户。上 周，公司在拉斯维加斯的CES（消费电子展）上发布了首款面向消费者的产品。 作为前沿科技产品与服务的"亮相派对"，今年CES展馆内关于AI的展示比往年更加热潮涌动。不计其数的公司向观众展示融合互联网 与超级算力的智能产品及服务。 涂鸦在这两大领域均实力雄厚。公司最初作为物联网（IoT）服务商，助力企业实现产品服务联网；后依托自身AIoT能力升级为AI云 平台服务提供商，赋能企业提升联网设备的智能化水平。 此次第八度参展CES，涂鸦在展位醒目位置展示其面向消费者的' Hey Tuya ' 产品。 该产品目前处于测试阶段，预计今年晚些时候正式推出。涂鸦智能联合创始人、COO兼CFO杨懿（Alex Yang）在展会期间接受 Bamboo Works专访时阐述了该新产品。以下对话内容经过精简编辑： 问：能否简述Hey Tuya的功能特性？这是否是涂鸦首款面向消费者的产品？ 杨懿：是的。这是我们推出的首款直 ...

The AIoT company is drawing on its relationships with thousands of internet-connected smart device makers to roll out its Hey Tuya AI Assistant For LifeImage Credit: Bamboo WorksLAS VEGAS – Move over, Jarvis. A new assistant named Hey Tuya is coming soon to living rooms across the globe.After spending almost all of its 12-year life serving business customers, mostly brands, OEMs, AI agents, system integrators and independent software vendors, Tuya Inc. (NYSE:TUYA) unveiled its first consumer offering at the ...

来源：智通财经网 周一，纳斯达克中国金龙指数涨超3%，中概股普涨，知乎(ZH.US)大涨22%，金山云(KC.US)大涨逾 20%，万国数据(GDS.US)涨逾9%，涂鸦智能(TUYA.US)涨近9%，阿里巴巴(BABA.US)涨8%，世纪互联 (VNET.US)涨逾7%。 ...

| TUYA 涂鸦智能 | 103 | | --- | --- | | 2.200 4 -0.020 -0.90% | 收盘价 01/09 16:00 美东 | | 2.280 + 0.080 +3.64% | 盘前价 01/12 04:15 美东 | | 一 2 24 4 5 8 9 日 0 | ● 快捷交易 | | 最高价 2.290 开盘价 2.220 --- | 成交量 122.3万 | | 最低价 2.200 昨收价 2.220 | 成交额 274.14万 | | 平均价 2.241 | 市盈率TM 27.50 总市值 13.45亿 (--) | | 振 幅 4.05% | 市盈率(静) 220.00 总股本 6.11亿 | | 换手率 0.44% 市净率 1.346 | 流通值 6.19亿 | | 52周最高 4.461 委 比 85.68% | 流通股 2.81亿 | | 52周最低 1.513 量 比 1.72 | 色 主 18 | | 历史最高 25.509 | 股息TTM 0.115 换股比率 1.00 | | 历史最低 0.711 股息率ITM 5.230% | | 涂鸦智能(TUYA. ...

是的，中国硬件力量正以空前力量和密度涌向全球舞台。 在机器人展区，星动纪元技术 VP 侯伟的感受更为具体："国内一线的厂商都来了。而且双足机器人这个赛道，非中国厂商展现方式都非常保守，没有炫 酷的动作，甚至做 live demo 的也很少。" 中国已经成为全球硬件供应链的重要基地，新兴硬件品牌也基于中国的供应链优势不断涌现。他们的目标是，到全球去，以及用 AI 重做硬件。 但热情中也弥漫着一丝紧张。 AI 陪伴硬件创业公司 Ludens AI 创始人薛立君回忆，一个美国白人记者反复质问展区内所有亚洲面孔："你们的供应链是不是在深圳？你们团队内有没有 中国工程师？我们的数据被储存在哪里？" 这种焦虑在数据上也有印证：2026 年以中国注册地址参展的企业为 935 家，虽仍占总数近 20%，却较 2025 年的 1300 余家大幅下滑。有品牌高管向 InfoQ 坦言，签证障碍是缺席的主要原因。 然而，这些阻力并未浇灭全球市场对中国 AI 硬件的热情。 2026 年 CES 开幕当天，拉斯维加斯的 Uber 司机望着展馆外的人流脱口而出："中国人太多了。" 乐享科技旗下新品牌"元点智能"刚在 CES 做完发布会，就 ...

Core Insights - The article highlights the significant presence of Chinese hardware companies at CES 2026, showcasing their advancements in AI hardware and robotics, despite geopolitical tensions and challenges such as visa restrictions [2][3][4]. Group 1: Chinese Hardware Dominance - Chinese companies are becoming a crucial part of the global hardware supply chain, with emerging brands leveraging China's supply chain advantages to expand globally and innovate with AI [2]. - The number of Chinese companies participating in CES 2026 decreased to 935, down from over 1300 in 2025, primarily due to visa issues [3]. Group 2: Market Enthusiasm for AI Hardware - Despite challenges, there is a strong market interest in Chinese AI hardware, with companies like Ludens AI and Wan AIChef receiving significant attention and partnership inquiries from local distributors and retailers [5][6]. - The focus on product value and user experience remains a driving force in the market, overshadowing geopolitical concerns [7]. Group 3: Trends in AI Hardware - AI hardware is evolving, with previously niche products like smart rings and pet robots being redefined as strategic entry points into the next generation of AI ecosystems [10]. - Companies are focusing on creating devices that integrate seamlessly into users' daily lives, with smart rings being positioned as key to unlocking broader ecosystems [11]. Group 4: Innovations in AI Hardware - Companies like Tuya Smart are expanding their product lines, introducing AI pet companion robots and life assistants, aiming to create a cohesive AI hardware network [19][20]. - The article emphasizes the importance of emotional connection and user interaction in the development of AI companion products, with companies exploring various market segments [22][29]. Group 5: Challenges and Opportunities for Startups - AI hardware startups are focusing on data, scenarios, and interaction to carve out their niche in a market increasingly dominated by larger companies [24]. - The article discusses the significance of private data and specific use cases in developing AI hardware that cannot be easily replicated by larger firms [25][26]. Group 6: Robotics in Industry and Home - The presence of Chinese companies at CES 2026 indicates a shift in the robotics landscape, with a focus on integrating robots into real-world applications, particularly in home and industrial settings [33][36]. - Companies like Caterpillar and Siemens are embedding intelligent capabilities into existing production lines, highlighting the growing importance of robotics in flexible manufacturing [43].

Entertainment - The competition in the TV market for 2026 is between Micro RGB and advanced OLED technologies, with a focus on achieving brightness levels that replicate natural light [1] - Samsung introduced a 130-inch Micro RGB smart television featuring a Timeless Frame design, powered by advanced AI technologies to enhance color and contrast [2] - LG showcased its OLED evo W6, a wireless Wallpaper TV that is only nine millimeters thick, featuring Hyper Radiant Color Technology and support for gaming technologies [3] Robotics - LG's CLOiD functions as an in-home secretary, managing tasks by analyzing the owner's schedule and environment, utilizing advanced vision-language technologies [4] - Boston Dynamics unveiled the Atlas humanoid robot, which boasts 56 degrees of freedom and tactile sensing capabilities [5] - Switchbot's Onero H1 is a humanoid housebot designed for household tasks, equipped with functional hands and advanced vision-language technology [7] Automotive & Mobility - The Afeela 1 prototype, a collaboration between Sony and Honda, is set to launch in late 2026 with a starting price of $89,900 [9] - Mercedes-Benz introduced the electric GLC, featuring an 800-volt charging system, 483 horsepower, and an estimated range of up to 713 kilometers, with sales expected in the second half of 2026 [10] - Verge Motorcycles announced the TS Pro model, the first production bike utilizing solid-state batteries, allowing for a 10-minute recharge and a range of approximately 370 miles [11] Health and Wellness - Sensura presented a non-invasive glucose monitoring platform consisting of a handheld device for quick checks and a wearable for continuous monitoring [13] - The Withings Body Scan 2 is a smart scale with 12 electrodes, measuring over 60 metrics, and is expected to launch in 2026 pending regulatory approval [14] - The SmartSleep system by a Chinese startup is an AI-driven mattress that adjusts firmness in real-time based on body pressure and movement [16] AI Companions - Fuzozo, an AI companion by Robopoet and Tuya Smart, features a cellular edition for constant online interaction [18] - Loona DeskMate is a robot-shaped wireless charger that transforms an iPhone into a desktop AI assistant, providing reminders and companionship [19] - The trend of developing robots for emotional support is a response to the global loneliness epidemic [17]

Core Insights - Tuya Smart announces a strategic partnership with Robopoet to develop the world's first AI companion powered by cellular connectivity, marking a significant shift in AI emotional companionship from fixed indoor scenarios to fully mobile experiences [1][4] Industry Overview - The global AI companion market reached approximately US$18.35 billion in 2025, with strong growth momentum expected in the coming years, indicating a rapid transition of the "emotional economy" from concept to reality [2] Connectivity Challenges - A major challenge in the AI emotional economy is connectivity, as AI companions reliant on Wi-Fi often become "emotionally offline" when users are outside their homes, particularly during international travel [3] Technological Advancements - The collaboration between Tuya and Robopoet addresses connectivity limitations by integrating cellular network capabilities, allowing users to enjoy real-time emotional companionship during daily commutes, outdoor activities, and international travel [4] Partnership Strengths - This partnership leverages Robopoet's expertise in emotionally intelligent AI and Tuya's strength in building global AI ecosystems, enhancing the development of AI companions [5] Platform Capabilities - Tuya's AI Developer Platform standardizes complex global device connectivity and operations management, enabling Robopoet to focus on advancing core AI capabilities and emotional content, thus evolving Fuzozo into a responsive AI companion [6] Global Infrastructure - Tuya's globally distributed cloud infrastructure ensures consistent and high-quality user experiences, allowing Robopoet to efficiently deliver premium emotional companionship services to global markets [7] Ecosystem Collaboration - The launch signifies the beginning of deep ecosystem collaboration, moving beyond simple hardware-cloud integration to explore next-generation intelligent agents based on cloud-edge-device collaboration [8] Future Vision - Fuzozo represents the future of AI emotional technology, providing a warm, responsive AI companion with no offline moments and no boundaries, now becoming a reality [9]

Core Insights - Tuya Smart hosted "Tuya Developer Day" at CES 2026, focusing on the theme "Accelerating the Physical AI Era Together," gathering leaders from top tech companies to discuss AI advancements [1] Leadership Dialogue - Alex Yang, COO and CFO of Tuya, discussed the transition of AI from concepts to large-scale applications with representatives from Google Cloud and AWS, emphasizing insights on AI-native devices [2] - Praveen Rao from Google Cloud highlighted the evolution of multimodal capabilities in AI systems, indicating a shift from virtual applications to real-world integration, aiming for proactive AI services [3] - Danny Smith from AWS noted the development of enterprise-scale agentic AI with Tuya, which can process multidimensional data and make optimal decisions rapidly, enhancing business outcomes [3] Panel Discussion - Chuck Sabin from Bluetooth SIG emphasized the importance of connectivity as a driver of innovation, collaborating with Tuya to enhance interoperability across devices [4] - Jeff Platon from the Wi-Fi Alliance discussed how AI is transforming connectivity experiences, ensuring Wi-Fi remains a secure foundation for intelligent applications [4] - Jon Harros from the Connectivity Standards Alliance stressed the need for open standards and collaboration to foster secure, interoperable AI solutions, with Tuya playing a key role [4] - Colin Cureton from Silicon Labs pointed out the challenges of fragmentation in deploying AI-native systems, advocating for partnerships to create robust connectivity platforms [4] Keynote Presentations - Alex Yang presented on how AI is redefining life, focusing on creating intuitive experiences that integrate smart devices and services to enhance daily living [5] - Joe Sun, CEO of Robopoet, discussed emotional companion robots for Gen-Z, highlighting their ability to form deeper emotional connections through Tuya's technology [5] - Olivier Garreau from Wisdom Oasis AI emphasized AI's role in enhancing parent-infant interactions, showcasing Tuya's technology in understanding subtle needs [5] - The event showcased breakthroughs in AI technology, including multimodal perception and emotional companionship, with a commitment to advancing Physical AI through collaboration [5]

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 塗鴉智能（於開曼群島註冊成立以不同投票權控制的有限公司） 呈交日期: 2026年1月7日 I. 法定/註冊股本變動 | 1. 股份分類 | 不同投票權架構公司普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 是 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02391 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 800,000,000 | USD | | 0.00005 | USD | | 40,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 800,000,000 | USD | | 0.00005 | U ...