中文翻译
$SSYS 基本上就是像波士顿动力 Atlas 这样的人形机器人的框架。营收较低是因为从特斯拉到 Figure 还没有任何一家实现规模化。但市场关注的是 $MOG.A（执行器）、$VICR（能源）、$AMBA（Figure、视觉）等更大牌的名字。然而，这家小公司处于整个链条的底层。大家都在深入研究 AI 供应链瓶颈，但没人关注机器人或国防领域。
· 供应链分析
SSYS作为人形机器人底层框架被忽视，市场聚焦AI而非机器人供应链。
英文原文
$SSYS is basically the frames of humanoids like Boston Dynamics Atlas. Revenue was lower because nobody from Tesla to Figure achieved anything at scale yet. But markets were looking at bigger names like $MOG.A (actuators), $VICR (energy), $AMBA (Figure, Vision). However, this small company is kinda at the bottom of it all. Everyone was diving into AI supply chain bottlenecks but nobody was doing Robotics or Defense.