机器人赛道逻辑确实硬_老虎社区_美港股上老虎 - 老虎社区

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财小灶
05-07

机器人赛道逻辑确实硬，大盘震荡期，这种成长性个股往往就是资金的避风港，今天这走势我很满意[爱你]$极智嘉-W(02590)$

$极智嘉-W(02590)$极智嘉现在的逻辑真不是简单卖硬件了，它是在搭自己的物流机器人网络。等它把通用视觉和决策模型塞进现有的AMR里，那就不是什么“物流设备商”了，而是物流业的“AI实体代理人”。我现在锁仓就是赌这个估值体系切换

$极智嘉-W(02590)$极智嘉现在的逻辑真不是简单卖硬件了，它是在搭自己的物流机器人网络。等它把通用视觉和决策模型塞进现有的AMR里，那就不是什么“物流设备商”了，而是物流业的“AI实体代理人”。我现在锁仓就是赌这个估值体系切换

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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