摩尔視野
06-11
以前每天盼利好,现在反而怕利好。
$地平线机器人-W(09660)$
@徐君论财:
跟大家说个逻辑:现在智驾行业是个人都看得出来要爆发,比亚迪、特斯拉这些大佬都在加码。但车企自研芯片算法哪那么容易?也就少数几家玩得起。地平线作为第三方,正好卡位这个巨大市场,现在估值已经把坏消息都消化完了,基本面没问题,长期拿着绝对有肉吃,你们觉得我这分析对不对?$地平线机器人-W(09660)$
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