本文源自：智通财经网 智通财经获悉，周三，Nextdoor Holdings(NXDR.US)开盘暴涨近50%，创该公司美国IPO以来最大单日 涨幅，现报2.89美元。消息面上，对冲基金经理Eric Jackson在社交媒体发帖称"NEXTDOOR: 2020年代 最具低估性的代理型AI平台。潜在多S曲线重新评级的王朝蓝图。每个周期，总有一些平台多年被误 解……直到某一刻彻底改变一切。今日Nextdoor约2美元的价格感觉就是那样的时刻之一……" Nextdoor Holdings运营邻里社交网络平台，连接邻居、商家及公共机构，2024年收入2.4728亿美元，同 比增长13.27%，主要收入源于广告销售。 ...

（原标题：美股异动 | 对冲基金经理发文唱多 Nextdoor Holdings(NXDR.US)开盘暴涨近50%） Nextdoor Holdings运营邻里社交网络平台，连接邻居、商家及公共机构，2024年收入2.4728亿美元，同 比增长13.27%，主要收入源于广告销售。 智通财经APP获悉，周三，Nextdoor Holdings(NXDR.US)开盘暴涨近50%，创该公司美国IPO以来最大单 日涨幅，现报2.89美元。消息面上，对冲基金经理Eric Jackson在社交媒体发帖称"NEXTDOOR: 2020年 代最具低估性的代理型AI平台。潜在多S曲线重新评级的王朝蓝图。每个周期，总有一些平台多年被误 解……直到某一刻彻底改变一切。今日Nextdoor约2美元的价格感觉就是那样的时刻之一……" ...

Investment Rating - The report maintains a "Recommended" rating for the company, indicating a potential upside of over 15% relative to the benchmark index [7][9]. Core Insights - The company achieved a total revenue of 15.781 billion yuan in the first half of 2025, representing a year-on-year growth of 25.99%. The net profit attributable to shareholders was -143 million yuan, showing a reduction in losses compared to the previous year [3][4]. - The strong performance in the computing products and smart electronics sectors contributed significantly to revenue growth, with the computing products segment generating 6.756 billion yuan, up 72.77% year-on-year [3][4]. - The company's integrated hardware and software strategy is yielding positive results, particularly in the OpenHarmony ecosystem, where it has developed nearly 10 domestic chip adaptations and established a comprehensive industry chain [4][5]. Summary by Sections Financial Performance - In Q2 2025, the company reported revenue of 8.770 billion yuan, a quarter-on-quarter increase of 25.10%, and a net profit of 55 million yuan, indicating a significant improvement in profitability [3]. - The projected net profits for 2025, 2026, and 2027 are estimated at 469 million yuan, 728 million yuan, and 978 million yuan, respectively, with corresponding PE ratios of 122X, 78X, and 58X [9][10]. Business Strategy - The company is expanding into the hardware sector, positioning itself as a full-stack service provider in the intelligent computing field, offering comprehensive AI solutions across various industries [5][6]. - The establishment of a regional computing network and participation in national computing channel planning are key strategic initiatives, with significant progress in building computing resource pools in regions like Ningxia and Fujian [6][8]. Product Development - The company has launched several high-performance gaming laptops under its own brands, achieving a market share of 17% in the domestic gaming laptop market, ranking third in the industry [8]. - The robotics division is also advancing, with the development of humanoid robots and composite robots aimed at various applications, showcasing the company's commitment to innovation [8][9].