Core Insights - The article highlights three underappreciated AI-oriented stocks: Duolingo, Confluent, and MongoDB, which are expected to generate significant gains in the coming years [2][3] Duolingo - Duolingo utilizes generative AI to enhance its online courses, replacing many human contractors and expanding its premium tier with AI-driven features [5] - The company reported 130.2 million monthly active users (MAUs), 46.6 million daily active users (DAUs), and 10.3 million paid subscribers in Q1 2025, a substantial increase from 40.5 million MAUs, 9.6 million DAUs, and 2.5 million paid subscribers at the end of 2021 [6] - Analysts project Duolingo's revenue and EPS to grow at a CAGR of 29% and 51% from 2024 to 2027, driven by AI services, new subjects, pricing tiers, and gamification features [7] Confluent - Confluent's platform processes "data in motion" using Apache Kafka, integrating additional analytics services to stand out in the market [8] - The number of customers grew from 3,470 in 2021 to 6,140 in Q1 2025, with increasing demand for its streaming data services as the AI market expands [9] - Analysts expect Confluent's revenue to rise at a CAGR of 19% from 2024 to 2027, supported by partnerships with major cloud and AI companies [10] MongoDB - MongoDB provides a platform for organizing large amounts of unstructured data, differentiating itself from traditional relational databases [11] - The company's cloud service, Atlas, allows clients to analyze data, and its generative AI assistant, MongoDB Copilot, optimizes queries and detects anomalies [12] - Analysts forecast MongoDB's revenue to grow at a CAGR of 16% from fiscal 2025 to fiscal 2028, driven by the expansion of Atlas and new AI partnerships [13]

正松老师在近期路演中深入分析指出：在数字经济深度渗透的当下，企业获客逻辑正经历根本性重构。当流量竞争从 "跑马圈地" 转入 "精耕细作"，构建 "数据驱动的获客生态" 成为中小企业突破增长瓶颈的必由之路。迈富时珍岛集团携手 T 云平台的实践表明，数智化转型的核心价值在于通过全链路能力闭 环，将碎片化的流量运营转化为可持续复用的数字资产积累，为企业长远发展奠定底层能力基石。 一、破解转型困局：中小企业数智化获客的现实挑战 然而，踏上这条转型之路的中小企业，往往面临三重现实阻碍： 其一，投入产出失衡的效率之痛：盲目采购各类营销工具导致系统割裂，年均无效技术投入超过 50 万元；缺乏精准流量分析能力，搜索引擎广告点击转化 率普遍低于 1.5%，大量预算浪费在非目标客群曝光上。 其二，多平台运营的管理之困：分散管理百度、抖音、小红书等数十个平台账号，人力成本占据营销预算的 30% 以上；内容生产依赖人工原创，从策划到 产出的周期长达数天，难以匹配平台内容更新频率。 其三，数据断层的商机流失之殇：客户咨询信息散落在各个渠道后台，40% 的潜在商机因跟进不及时而流失，更无法沉淀客户行为数据以指导精准运营。 面对这些行业共 ...

针对智算业务规划，公司表示将围绕AI算力全生命周期服务持续发力，已推出HAT云平台，并计划提供潮汐定价、预付 费套餐等灵活服务模式。目前一季度智算订单充裕，供应链稳定性较强，未来将通过运维调优、算力租赁等高附加值服 务提升盈利能力。 财务管控方面，2024年资产减值变动主要因应收账款及存货规模增加，公司通过加强回款及存货管理，2025年一季度已 转回信用减值损失0.21亿元，并优化存货跌价准备计提。此外，预付款高增源于智算业务材料采购，相关款项已在一季 度转入存货。费用端，近三年通过研发成本控制、项目效率提升及亏损产品线优化，期间费用率持续下降。 （校对/黄仁贵） 近日，智微智能在接受机构调研时表示，外围关税等不确定性因素对公司影响有限。2024年公司境外业务收入占比 8.33%，客户主要集中于欧洲及亚太地区；原材料采购端通过多元化策略降低风险，海外采购以亚太区域为主。在政策 不明朗阶段，公司提前进行CPU储备，目前已恢复正常供应，并与国内主流芯片厂商深化合作，未来将持续关注相关进 展。 在业务板块方面，2024年行业终端业务实现营收25.97亿元，同比增长3.65%，其中PC板块因新客户及品类拓展增速高 于 ...