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Henrygerti

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12-05 05:30

这篇文章不错，转发给大家看看

@小虎老师:🚀机器人狂潮来袭：iRobot领涨74%、特斯拉Optimus突破，15大领涨标的全拆解

01-02

$特斯拉(TSLA)$ 敢做空钢铁侠，不要 m了[开心] [开心] [开心]

2024-10-04

装家，害人啊

2024-07-03

Sure $谷歌(GOOG)$

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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> CEO 马斯克转发 “擎天柱” 人形机器人跑步视频，叠加明年量产、2-3 万美元售价的承诺，进一步提振板块情绪。公开市场认为，这波行情并非短期炒作，而是技术成熟、成本下降、应用落地三大核心驱动力共振的结果 ——AI 大模型让机器人实现 “理解意图” 的进化，核心零部件降价与国产化推进降低制造成本，美团 10 万台配送机器人部署计划、工业机器人渗透率提升至 18% 等信号，彰显下游需求旺盛。从 <a href=\"https://laohu8.com/S/TXN\">$德州仪器(TXN)$</a> 的精密芯片到 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 的擎天柱，每一行代码的迭代、每一颗传感器的升级，都在重塑21万亿美元全球劳动力市场的底层逻辑。下面，我们将沿着“上游-中游-下游”这条产业逻辑，把本周涨幅最猛、资金最认可的15只机器人概念股一次性拆给你看：一、上游：核心零部件（芯片、传感器、控制器）1.1 <a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a>近期上涨因素：5 日涨幅 7.21%，核心驱动包括 CES 2026 前机器人视觉芯片新品预期、与宝马达成座舱机器人合作、美联储降息预期提振科技股估值。核心业务与最新业务发展：全球领先的无线通信和 AI 芯片设计公司，核心业务覆盖","text":"昨天收盘机器人概念股表现亮眼，板块涨幅达 7.32%，成交量超 500 亿，资金关注度显著提升。美股市场上， $iRobot Corp.(IRBT)$ 早盘股价飙升超 79%，收盘涨近 74%，领涨机器人类股； $特斯拉(TSLA)$ CEO 马斯克转发 “擎天柱” 人形机器人跑步视频，叠加明年量产、2-3 万美元售价的承诺，进一步提振板块情绪。公开市场认为，这波行情并非短期炒作，而是技术成熟、成本下降、应用落地三大核心驱动力共振的结果 ——AI 大模型让机器人实现 “理解意图” 的进化，核心零部件降价与国产化推进降低制造成本，美团 10 万台配送机器人部署计划、工业机器人渗透率提升至 18% 等信号，彰显下游需求旺盛。从 $德州仪器(TXN)$ 的精密芯片到 $特斯拉(TSLA)$ 的擎天柱，每一行代码的迭代、每一颗传感器的升级，都在重塑21万亿美元全球劳动力市场的底层逻辑。下面，我们将沿着“上游-中游-下游”这条产业逻辑，把本周涨幅最猛、资金最认可的15只机器人概念股一次性拆给你看：一、上游：核心零部件（芯片、传感器、控制器）1.1 $高通(QCOM)$近期上涨因素：5 日涨幅 7.21%，核心驱动包括 CES 2026 前机器人视觉芯片新品预期、与宝马达成座舱机器人合作、美联储降息预期提振科技股估值。核心业务与最新业务发展：全球领先的无线通信和 AI 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