开源证券认为,从供应链维度看,拥有持续配合研发和迭代能力、工程化能力、全球化制造能力三个维度的公司有望切入到TESLA、Figure等头部机器人公司供应链体系内。智通财经APP获悉,开源证券发布研报称,特斯拉机器人定价与Figure估值吻合,两者资产定价可作为全球机器人整机公司的估值中枢,全球机器人整机公司估值天花板进一步打开。该行认为,从供应链维度看,拥有持续配合研发和迭代能力、工程化能力、...
Source Link开源证券认为,从供应链维度看,拥有持续配合研发和迭代能力、工程化能力、全球化制造能力三个维度的公司有望切入到TESLA、Figure等头部机器人公司供应链体系内。智通财经APP获悉,开源证券发布研报称,特斯拉机器人定价与Figure估值吻合,两者资产定价可作为全球机器人整机公司的估值中枢,全球机器人整机公司估值天花板进一步打开。该行认为,从供应链维度看,拥有持续配合研发和迭代能力、工程化能力、...
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