🐦 推特SerenityV1 · 实盘可交易 · 做多市场:美股把握 3/10
北京时间·🕒 发布 03-26 01:05:28时区推断·⟳ 抓取 06-03 23:05:05回填·⚡ 决策 06-17 23:56:25·131.8 天前
KOL提及VPG为特斯拉Optimus传感器供应商，单台价值量$500-$1200，2026年底有望周产数百台
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Been awhile since I covered $VPG. This was a sensor play for $TSLA Optimus Ramp. Very important breadcrumb this week at…
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
怎么买 限价买入 不高于消息价 +5%、当日有效，不成交作废
怎么卖 止盈 +10%(半仓)/+20%(清仓) · 止损 -8% · 时间止损 5日
失效/反转 公司否认参与Optimus供应链 / Sidoti会议指引被证实为旧闻或误读
不做 TSLA.US
市值过大，Optimus早期产能指引对整体基本面影响微乎其微；KOL亦提示供应链在拐点前为dead money，缺乏短期催化弹性。
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成交明细
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原文全文
展开原文 · 533 字
Been awhile since I covered $VPG.
This was a sensor play for $TSLA Optimus Ramp.
Very important breadcrumb this week at the Sidoti Conference:
"Potential to scale to hundreds of robots per week by the end of 2026."
Kinda sounds aligned with Optimus? No?
If we go off their CEO "$500-$1.2k per robot" statement: Not too shabby.
But of course, a lot of robotic supply chains are kind of dead money until the actual inflection point humanoids at scale hits.
Maybe Unitree IPO sparks some life into robotic supply chains soon?
This was a sensor play for $TSLA Optimus Ramp.
Very important breadcrumb this week at the Sidoti Conference:
"Potential to scale to hundreds of robots per week by the end of 2026."
Kinda sounds aligned with Optimus? No?
If we go off their CEO "$500-$1.2k per robot" statement: Not too shabby.
But of course, a lot of robotic supply chains are kind of dead money until the actual inflection point humanoids at scale hits.
Maybe Unitree IPO sparks some life into robotic supply chains soon?
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