$云迹(02670)_老虎社区_美港股上老虎

格雷费舍
04-11 14:01

$云迹(02670)$ 云迹这票我觉得要拿住了，毕竟港股独一份的机器人服务智能体标的，4万多家酒店打底不是吹的，现在又有凤悦锦颐这些大集团共建智能体，从移动机器人升级到操作智能，洗衣做饭都能干了，未来还能跨场景复制到医院工厂，一机多能分时复用，这平台化逻辑一旦跑通就是轻资产扩张，营收增速23%虽然看着温和但胜在稳，等新场景放量就能看到爆发力，先蹲着等风来

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