圆月的个人主页 - 老虎社区

圆月

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IP属地：天津

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0勋章

02-21

长期看好该赛道。中国在核心零部件运动控制及供应链整合上已实现并跑甚至局部领先。人口老龄化、劳动力成本上升及政策支持，推动机器人应用从表演级向实用级跃迁，未来10年有望诞生干亿至万亿级龙头，行业天花板高于新能源汽车。短期需保持冷静：多数产品仍处验证阶段，真正24小时稳定泛化落地需1-2年迭代；当前估值，多数企业难逃并购或淘汰。节后若冲高滞涨宜减仓，回调20-30％可观察加仓。该赛道类似2019-2021新能源。

02-17

短期不好说，长期肯定没问题[微笑]

02-17

长线甲骨文没有问题，但是短期看底在哪就不好说了[微笑]

02-11

微软上车了未来肯定没问题

02-11

看好黄金未来没问题

02-07

相信它！没有问题！

2025-11-24

明年的科技会越来越好[强]

去老虎APP查看更多动态

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