$极智嘉-W(025_老虎社区_美港股上老虎

胡狼拜月
07-01

$极智嘉-W(02590)$ 打新首重赛道景气度！全球 AMR 仓储机器人赛道正以超 40% 复合增速爆发，极智嘉作为连续 6 年市占率第一的绝对龙头，深度绑定电商物流智能化刚需。这种 "高增速赛道 + 头部垄断" 的组合，就像新能源赛道的宁德时代，妥妥的打新黄金标的，稀缺性溢价肉眼可见，这波必须押注！

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