· 个股论点
涉及标的： $SSYS
问得好！以下是时间线及变化： -> 特朗普当选后的“美国优先”政策 -> 中美贸易紧张局势，促使像 Bambu 这样的公司转向美国供应链（$SSYS 是认证垄断者）。 -> 2024-2025年左右，波士顿动力(Boston Dynamics)从液压版 Atlas 转向电动版 -> 从重型液压系统转变为使用 $SSYS 的轻量化结构框架(lightweight structural frames)。 -> Meta 人形机器人等其他研究原型也开始效仿。 -> 2024-2025年人形机器人/机器人领域尚无规模化。 -> ChatGPT 今天宣布进军机器人领域（他们通常处于领先地位，例如确保内存容量） -> 我们现在可能已经触及机器人行业的拐点，此前处于原型阶段（使用 $SSYS 作为轻量化结构框架）的所有公司现在开始规模化。 -> $SSYS 受益于机器人的规模化。
Amazing question! So here's the timeline and what changed: -> America first policies after Trump election -> China-US trade tensions, led to companies going to US supply chains ( $SSYS is certification monopoly) from companies like Bambu. -> 2024-2025ish, Boston Dynamics pivoted from hydraulic Atlas to electric version -> changed from heavy hydraulics to lightweight structural frames using $SSYS. -> Other research prototypes from Meta Humanoids to others started following suit. -> There was no scale on humanoids/robotics in 2024-2025. -> ChatGPT announced their push into robotics today (they're usually leading the charge, eg. securing memory capacity) -> We've now likely hit the inflection point for robotics, where all these companies formerly in the prototyping stage (with $SSYS as the lightweight structural frame) are now scaling. -> $SSYS benefits robotics at scale.