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天下万物3uf

天下万物3uf

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天下万物3uf

08-26

$车车科技(CCG)$腾讯既是股东又是战略伙伴，云和大模型都深度合作。看看腾讯最近在车联网的布局，未来深度整合甚至增持都不是梦

天下万物3uf

07-24

$地平线机器人-W(09660)$ 最近半年新增定点超50款，平均每月8款车排队上线，需求侧爆发，看长期

天下万物3uf

07-17

$极智嘉-W(02590)$ To C机器人有大疆、石头扛旗，To B 机器人终于等来极智嘉！高增长+高毛利+连年老大，把规模化和商业化玩得明明白白。

天下万物3uf

06-19

维立志博这种，亏不亏的暂时不重要，重要的是研发跟上，临床数据跟上

天下万物3uf

06-03

$地平线机器人-W(09660)$ 看到光大的分析说地平线符合纳入港股通条件，下半年南水进场可能复制当年快手纳入时的流动性狂欢。赌港股通资金对稀缺科技标的的饥渴度，这票的日均成交额翻倍不是梦。

天下万物3uf

05-21

$顺丰同城(09699)$ 我就喜欢这种慢慢涨，给人机会上车的票

天下万物3uf

05-14

$顺丰同城(09699)$ 8-9块区间震荡洗盘一个月，浮筹清理得差不多了，现在拉升阻力小，容易走加速

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