· 个股论点
之前在 $SSYS 上犯了个错，误以为他们为机器人原型打印框架。 他们更像是机器人领域的 $ASML（阿斯麦）。 关于机器人量产爬坡（每生产一个人形机器人），我发过一篇帖子，将 $SSYS 替换为 $VPG，并引用了 @SigniaCapital 关于 Optimus 应用的分析。 其中提到，每生产一台机器人（$TSLA Optimus），他们预计每台获利约 500-1200 美元。 话虽如此，我确信 $SSYS 是个不错的长线标的，毕竟有位著名的政治家看准了一切，其投资组合中持有 $SSYS。 但我不像以前那样看好了，我更希望直接参与具有高物料清单(BOM)价值的机器人量产环节，而非初期的原型制作。
So made the mistake earlier with $SSYS regarding the fact they print the frames for the prototypes of the robotics. They're more like an $ASML for robotics. For the robotics ramp (each humanoid produced), I made a post switching $SSYS with $VPG and quoted @SigniaCapital's analysis regarding applications for Optimus. There was a quote that for each robot ( $TSLA Optimus) produced, they make est. ~$500-$1.2K per robot. That being said, I'm sure it's a good long, there's one famous politician that got everything right and has $SSYS in their portfolio. But I'm not as bullish as I once was I wanted exposure to the direct robotics ramp with high BOM rather than initial prototyping.