布局应遵循抓确定、避_老虎社区_美港股上老虎

大成_5249
02-23

布局应遵循抓确定、避炒作、分阶段原则，优先卡位上游核心零部件，择优布局高壁垒整机与落地场景。

坚决避开无订单、无产能、无客户的纯题材小票；警惕行业扩产过快导致的短期竞争加剧，龙头份额会更集中。

# 马年春晚机器人出圈！如何投资部署？

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