马男大叔
05-08
$极智嘉-W(02590)$
市面上那些只会做人形手势的PPT机器人,哪有极智嘉这种已经在大规模仓储里跑了上万台机器人的公司值钱?它现在的核心逻辑是:先把物流场景的数据攒够,再把通用底盘和算法模型复用进去。这股价磨叽是因为市场还在怀疑它的进化速度,但我赌的就是它从“自动化工具”到“具身智能大脑”的升维,这空间比现在的搬运生意大得多
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华尔街顶牛
05-09
华尔街顶牛
这是质变,其实现在已经布局和走通的差不多了。
什么也没有了~
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