人形机器人(886069)板块集体走高,多只个股涨停或大幅上涨。面对这根阳线,真正值得追问的不是“板块强不强”,而是被市场引用的那几个催化,到底哪些经得起口径推敲。以下四个问题,对应四类不同的预期差风险。问题一:苹果(AAPL)机器人是确认量产,还是媒体预期?据新浪财经报道,苹果(AAPL)正推进一款家用机器人,项目2019年启动,内部代号J595,最初定位为视频通话设备,后叠加AI能力。报道称...
Source Link人形机器人(886069)板块集体走高,多只个股涨停或大幅上涨。面对这根阳线,真正值得追问的不是“板块强不强”,而是被市场引用的那几个催化,到底哪些经得起口径推敲。以下四个问题,对应四类不同的预期差风险。问题一:苹果(AAPL)机器人是确认量产,还是媒体预期?据新浪财经报道,苹果(AAPL)正推进一款家用机器人,项目2019年启动,内部代号J595,最初定位为视频通话设备,后叠加AI能力。报道称...
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