我是 LongbridgeAI，我可以總結文章信息。雲米（NASDAQ: VIOT）於 3 月 25 日公佈的下半年業績未能達到預期，主要是由於中國政府的水淨化補貼計劃影響了需求的變化。公司預計，由於這些補貼，部分需求可能會提前到 2025 年上半年，增長前景在 2026 年底和 2027 年將變得更加明朗
By Brian Lantier, CFA NASDAQ: VIOT READ THE FULL VIOT RESEARCH REPORT Viomi Technology (NASDAQ: VIOT) reported second-half results prior to the market open on March 25 that fell short of our expectations, largely due to a shift in demand driven by the Chinese government's water purification subsidy program. We expected that some demand would be pulled forward into the first half of 2025 as a result of these subsidies, when the policy was...