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$MOMENTA-W(06880)$ 厉害

@王五仕：我周末刚好有空就复盘了下 $MOMENTA-W(06880)$ 的上市时点，发现它卡在一个绝佳的历史窗口：全球资本市场对纯软件、纯算法类AI公司的定价正在重估。Momenta顶着“物理AI第一股”的光环，干的又是智驾这个万亿级物理交互场景，天然具备稀缺性溢价。现在绿鞋保护期内筹码锁定极好，等30天后市场化定价真正开始，这种稀缺性可能会被加倍体现。有时候，好标的只需要一个简单的共识。

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