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珍惜子弹

珍惜子弹

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10-25

股价反应了资本市场给出的信号，宇树上市股价这个所谓的产业资本跌的像狗，操作股价搞回购

产业开始用物理AI重写机器人，市场却还在用“机器人投资”给首程控股定价

06-02

$首程控股(00697)$ 机器人中的垃圾股，宇树科技其他上下游股票都涨的非常漂亮，你也太不给力了

2025-12-30

$首程控股(00697)$ 股价对不起今天机器人的行情，感觉被压着涨了

2025-08-12

$欢喜传媒(01003)$ 该公司这么多大佬，董事借电影上演减持，应该查下

2024-10-05

$快手-W(01024)$ 最大的失误，就是把美团清了留了快手，失望！太不给力了。

2024-09-16

$DiDi Global Inc.(DIDIY)$ 滴滴，什么时候对第一天就买你公司股票的股民负责。

2024-07-02

小米汽车马上走向全世界，必须涨

2024-03-24

关键股价什么时候可以起来

抱歉，原内容已删除

2021-07-02

$滴滴(DIDI)$扫货开始

2021-05-05

$ContextLogic Inc.(WISH)$全球最坑公司，垃圾

2021-02-16

$ContextLogic Inc.(WISH)$太让我失望了，全仓把老虎卖了赌你这只新股，结果老虎涨6倍了。

2020-11-20

$老虎证券(TIGR)$为了达逸仙，损失太大了

2020-11-19

$逸仙电商(YSG)$不公布中签，影响买其他股票啊！

2020-11-19

$逸仙电商(YSG)$这个申购感觉有点水份，到现在还未公布中签

2020-11-04

$陆金所(LU)$ 太坏了，借🐜暂缓上市监管调整打压股价制造恐慌让大家交出筹码。对不起持有你的股民。至少让自己用户跟着吃口肉吧。

2020-10-31

$陆金所(LU)$ 这么优质的企业，美国市场既然不热。

2020-03-18

$老虎证券(TIGR)$ 这个股价对不起你的用户！23到2.3！一流的产品，不要脸的股价！

2019-03-20

#和老虎的故事# 我的第一支美股和第一支港股都是在老虎证券上购买的。

去老虎APP查看更多动态

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Computing”公司智子芯元，破解国产芯片算力难题；7月战略投资烁光精密，切入AI算力光互连上游；8月入股姚期智院士团队孵化的北极雄芯，卡位Chiplet高性能算力芯片；10月接连公告投资沛塬电子与元环智能，分别卡位高密度算力供电模组与AI元模型，首程补齐了从芯片、光互连、供电到算法效率的拼图。</p><p>具身智能要复刻大模型的“ChatGPT时刻”，缺的不是模型，而是把模型装进可量产可信赖的机器人。宇树是最接近引爆点的变量，G1以数万台出货验证了真实需求，科创板上市又为其提供持续投入的资本，这也是首程抢先布子产业链的底气所在。</p><p>一系列布局的价值可从三点理解。</p><p>其一，标的集中于早期轮次，卡位成本相对有限，覆盖量产所需的算力、供电、互连环节，可嵌入生态链；其二，生态协同，与宇树及50余家伙伴的绑定，让被投企业获得真实订单；其三，估值未定价，目前公司市值约百亿港元，几乎未计入“物理AI期权”，重估空间由此而来。</p><p>如果说大模型让AI在信息世界“开智”，那么让AI走进车间、家庭与街头的，则是量产的人形机器人。</p><p>正如ChatGPT让普通人第一次触摸大模型，宇树正把“AI走进物理世界”变成可感知的日常，是最可能带领AI跨越“ChatGPT时刻”的引路人。若这一时刻兑现，从宇树早期一路陪伴、又在底层完成卡位的首程控股，或将站上时代风口，有望被重估为物理AI时代的系统性受益者。</p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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