🐦 推特SerenityV1 · 实盘可交易 · 做多市场:美股把握 5/10
北京时间·🕒 发布 05-14 05:22:16时区推断·⟳ 抓取 06-03 18:28:59回填·⚡ 决策 06-17 02:53:59·132.8 天前
KOL分享高盛人形机器人研报并点名VPG为美国稀缺传感器供应商
📄 原文Serenity↗ 原文
Interesting humanoid landscape and players that I came across from GS. Lot of these are Chinese players sadly, it’s har…
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 不高于昨收 +5%、仅下一个交易日，不成交作废
怎么卖 止盈 +10%(半仓)/+20%(清仓) · 止损 -8% · 时间止损 3日
失效/反转 证实高盛报告未提及VPG或KOL纯属臆测无研报支撑
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
成交明细
该臂暂无收益数据(没有收益口径表头)。
研究档案
这条决策没有研究档案。
原文全文
展开原文 · 461 字
Interesting humanoid landscape and players that I came across from GS.
Lot of these are Chinese players sadly, it’s hard for me to talk about assets because don’t want to inadvertently
Vpg, as one of the few us players, BOM was a lot lower than I expected eg. $150/component mass production / $20K humanoid cost from earnings but makes a tiny bit more sense sense.
I’m sure they missed out on a bunch, just helps with focus areas on identifying new players.
Lot of these are Chinese players sadly, it’s hard for me to talk about assets because don’t want to inadvertently
Vpg, as one of the few us players, BOM was a lot lower than I expected eg. $150/component mass production / $20K humanoid cost from earnings but makes a tiny bit more sense sense.
I’m sure they missed out on a bunch, just helps with focus areas on identifying new players.
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