智驾芯片赛道现在内外_老虎社区_美港股上老虎

多牛价投
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智驾芯片赛道现在内外都卷，前有英伟达后有国内同行，地平线走性价比 + 开放生态的路线有自己的生存空间，但想快速啃下高端市场也不容易，边走边看$地平线机器人-W(09660)$

@投研论股：

$地平线机器人-W(09660)$物理 AI、具身智能这些方向都有布局，长期赛道是对的，就是短期业绩兑现慢

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