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耐心等机会we

12-08 11:41

$山高控股(00412)$ 这票拿了快半年，最近社区翻天了。有人说没公告就是有问题，我特意翻了港交所《上市规则》第13章，港股和A股不一样，非交易时段的常规经营信息可以不公告。上周路过深圳总部，看楼下停车场车子比上个月还多，前台说乌兰察布项目的工程师团队刚回来述职，这不像要暴雷的样子啊。反正我成本5块3，打算再拿三个月看看，毕竟算力这赛道现在正是风口。个人看法，不构成投资建议。

耐心等机会we

11-27

$蔚来(NIO)$用户想要冷藏功能，乐道L90三个月就改出来了，这反应速度，听劝的蔚来有点可怕[得意][得意]

耐心等机会we

10-24

$地平线机器人-W(09660)$有点硬气啊，不愧是地平线

耐心等机会we

10-24

$极智嘉-W(02590)$ 这才几点，比昨天高了两块，而且还在放量上涨中

耐心等机会we

09-11

$奥克斯电气(02580)$ 全球卖空调能排第五，真是中国制造走出国门的好例子，现在趁机吸筹也不错，看长期。

耐心等机会we

08-22

$极智嘉-W(02590)$盯住季度订单增速和海外大客户进展，只要AMR（自主移动机器人）渗透率提升逻辑不变，极智嘉仍是赛道最优选。

耐心等机会we

08-22

$地平线机器人-W(09660)$ 财不入急门，慢慢拿着

耐心等机会we

08-21

感觉这周能上新高啊

@舟木研究港美股:仓储机器人龙头入局具身智能，极智嘉的“场景优势”能玩出新花样吗？

耐心等机会we

08-07

$地平线机器人-W(09660)$ 回调就是低吸，7.3左右应该会企稳

耐心等机会we

07-18

$找钢集团-W(06676)$核心仓库数据在手，路线翻倍则价值裂变

耐心等机会we

07-18

$极智嘉-W(02590)$ 坚持到最后， 21 过周末[鼓掌]

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财不入急门，慢慢拿着","text":"$地平线机器人-W(09660)$ 财不入急门，慢慢拿着","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470203465003464","isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469919046283384,"gmtCreate":1755757484415,"gmtModify":1755758726477,"author":{"id":"4215313149796930","authorId":"4215313149796930","name":"耐心等机会we","avatar":"https://static.tigerbbs.com/fd7326cae953f5fcd4adefa19897d0a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215313149796930","idStr":"4215313149796930"},"themes":[],"htmlText":"感觉这周能上新高啊","listText":"感觉这周能上新高啊","text":"感觉这周能上新高啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469919046283384","repostId":"469905975455896","repostType":1,"repost":{"id":469905975455896,"gmtCreate":1755754468634,"gmtModify":1755754864479,"author":{"id":"4124841349957442","authorId":"4124841349957442","name":"舟木研究港美股","avatar":"https://static.tigerbbs.com/e834cef51d7c9c4365d8e12508be76f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4124841349957442","idStr":"4124841349957442"},"themes":[],"title":"仓储机器人龙头入局具身智能，极智嘉的“场景优势”能玩出新花样吗？","htmlText":"最近机器人圈热闹得很，世界机器人大会上各家秀肌肉的余温还没散，资本市场又传来新动静——招银国际给仓储机器人龙头极智嘉挂上了\"买入\"评级，目标价26.7港元。这家靠AMR（自主移动机器人）横扫全球仓库的企业，突然在7月底宣布成立具身智能子公司，正将物流场景的积累转化为具身智能的独特筹码。 聚焦仓储场景，极智嘉的另类打法 当大多数机器人公司还在为\"造出的机器人找场景\"头疼时，极智嘉已经靠着800多家全球客户和场景，摸清了真实需求。像优必选、宇树这些明星企业，人形机器人进工厂、四足机器狗搞巡检，走的是\"先造机器再找场景\"的路子。而极智嘉反其道而行——直接用物流场景里验证过的技术积累，给具身智能\"喂经验\"。 极智嘉在仓储物流已深耕10年，其入局具身智能的底气在于：连续6年全球仓储AMR市占率第一，成功跑通To B机器人商业化、业务覆盖40多个国家、服务超800家客户。招银国际的研报算了一笔账：极智嘉2024年72%收入来自海外，未来三年收入年复合增长率可能冲到34%。简而言之，当别人在实验室调算法，极智嘉早就在真实仓库里跑通了多机器人协同、动态路径规划这些具身智能的底层技术。 技术库存够厚，但\"大脑\"仍是行业通病 当然，跨界不是有场景就能成。极智嘉敢闯具身智能，手里确实攒了不少硬货：1800多项专利、41%的研发人员占比，还有自研的AI算法平台，在机器人感知、多智能体协同等领域的技术积累，为其具身智能研发提供有力支撑。 不过行业痛点也很现实。宇树科技创始人在机器人大会上吐槽：现在机器人的\"身体\"已经够灵活，差的是\"脑子\"跟不上。比如同样搬箱子，人类工人瞄一眼就知道轻重缓急，机器人却要反复计算路径。极智嘉的优势在于，他们的AMR早就习惯了在复杂环境里做即时决策，这种经验移植到具身智能研发上，可能比从零起步的企业少踩很多坑。中信证券的报告也点出，极智嘉的标杆客户和商业化场景，能帮新技术","listText":"最近机器人圈热闹得很，世界机器人大会上各家秀肌肉的余温还没散，资本市场又传来新动静——招银国际给仓储机器人龙头极智嘉挂上了\"买入\"评级，目标价26.7港元。这家靠AMR（自主移动机器人）横扫全球仓库的企业，突然在7月底宣布成立具身智能子公司，正将物流场景的积累转化为具身智能的独特筹码。 聚焦仓储场景，极智嘉的另类打法 当大多数机器人公司还在为\"造出的机器人找场景\"头疼时，极智嘉已经靠着800多家全球客户和场景，摸清了真实需求。像优必选、宇树这些明星企业，人形机器人进工厂、四足机器狗搞巡检，走的是\"先造机器再找场景\"的路子。而极智嘉反其道而行——直接用物流场景里验证过的技术积累，给具身智能\"喂经验\"。 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