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$MOMENTA-W(06880)$物理AI赛道，美股Mobileye、禾赛最近都在走强，市场重新定价“能把AI带入物理世界的公司”。Momenta是港股第一个系统性讲物理AI故事且有规模化收入支撑的标的。在新资产类别稀缺的港股，这个定位本身可能就有估值溢价空间

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