美东时间3日周三，媒_老虎社区_美港股上老虎 - 老虎社区

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才神
12-04

美东时间3日周三，媒体报道称，美国商务部长卢特尼克近期频繁会见机器人行业的CEO，在“全力支持”（all in）该行业加快发展，还称特朗普政府正考虑明年发布一项关于机器人的行政命令。此消息意味着，继人工智能（AI）之后，机器人产业正成为美国与全球其他大经济体竞争的下一个主要战场。

如果从板块的炒作来讲的话，这一轮有可能是机器人板块。

$iRobot Corp.(IRBT)$ 这是与政府行为最相关的军工企业。irbt一年超过四亿的主营业收入，行业的基础牢固，扫地机器人是他的基本盘，军工方面的海洋机器人和地面机器人是一个不错的突破方向。从炒作的方面来讲，昨晚换手率非常优秀，短期的调整应该是买点，从市值方面来说应该会破四亿，看高到15。

$UiPath(PATH)$ 收入不错，是这个行业的基础设施。有着近期风头很好的$谷歌(GOOG)$ 投资。财报也非常不错，看高一些。

# 谷歌逼近4万亿！现在更看好谷歌or Meta？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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MarsBloom
·12-04
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机器人要接棒AI了，IRBT和PATH确实有看点！
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- 才神:
  irbt需要解决债务的问题，path比较稳定可靠
  12-08
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才神
·12-04
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$Nauticus Robotics, Inc.(KITT)$目前换手率第一，活跃度也很好。如果$iRobot Corp.(IRBT)$晚上是增发影响，有可能争取龙一的位置。
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- 才神回复最近满地是坑:
  只是说有可能，等待消息明朗。
  12-05
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- 最近满地是坑:
  请问irobot要增发吗？什么时候的消息? 在哪里可以查到?
  12-05
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在哪里可以查到?","text":"请问irobot要增发吗？什么时候的消息? 在哪里可以查到?","html":"请问irobot要增发吗？什么时候的消息? 在哪里可以查到?","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}