$地平线机器人-W(_老虎社区_美港股上老虎

$地平线机器人-W(09660)$ 当前行业处于 “算力军备竞赛” 阶段，地平线就像当年的台积电 —— 车企自研芯片成功率不足 10%，最终还是会回归专业供应商。所以2026 年行业集中度将显著提升。

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