🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 05-12 17:28:22时区推断·⟳ 抓取 06-03 18:40:11回填·⚡ 决策 06-17 03:20:18·132.8 天前
KOL吐槽美股机器人标的RR缺乏基本面，对比看好台湾Aurotek
📄 原文Serenity↗ 原文
No positions but there's a fun $300m MC robotics company in Taiwan I'm researching right now called Aurotek. -> revenue…
不做 RR.US
KOL吐槽帖，将RR作为美股缺乏基本面机器人标的的反面教材，无实质利好催化剂；小盘股单凭推文做空风险高且无edge，属于噪音。
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No positions but there's a fun $300m MC robotics company in Taiwan I'm researching right now called Aurotek.
-> revenue growth 58.7%, gross profit 101.2% growth, net profit 212% growth (NT$94 million).
They make robotic arms and then the software that goes inside them for "AI infrastructure, AI servers, high-end semiconductors, and electronics manufacturing."
Like there's practical sht abroad that looks highly compelling but in US we're stuck with $RR.
-> revenue growth 58.7%, gross profit 101.2% growth, net profit 212% growth (NT$94 million).
They make robotic arms and then the software that goes inside them for "AI infrastructure, AI servers, high-end semiconductors, and electronics manufacturing."
Like there's practical sht abroad that looks highly compelling but in US we're stuck with $RR.
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