中文翻译
鉴于2025年尚无任何机器人玩家实现规模化，我看待 $SYSS 时更着眼于机器人规模化前景，而非过往财报。我认为2026年可能是机器人的拐点，这也是我买入该股的原因。 现金占比超1/4，无债务，下行风险较低。 由于他们也提供零部件（如 Ghost Robotics + 材料），在规模化过程中每生产一台机器人他们都能获利。但目前整体规模非常有限，因此这更多是对机器人未来的押注。
· 个股论点
看好SYSS机器人规模化前景及低下行风险，视为对未来的押注。
涉及标的： $SYSS
英文原文
I’m more forward looking toward robotics scale up on $SYSS than looking at previous earnings given lack of any robotic player at scale in 2025. I do think 2026 might be the inflection point for robotics, which is why I entered this stock. More than 1/4th cash, no debt, gives it lower downside risk. As they do components as well eg. ghost robotics + material, they make money for each robot produced on scale up. But the scale of everything is so limited right now, so this is more of a bet on the future of robotics