中文翻译
现在再想想…… Nextronics（8147）其实也是 Amazon 机器人供应链里一个很被低估的供应商。 所以 Amazon 越扩张，他们的收入也会越大（市值才约 2 亿美元，如果毛利率真能做到 38-40%，那影响应该会很明显）。 我之前只盯着 $NVDA 的 CPO 供应链，因为那是它们最大的增长向量。 但我也认为 Amazon 的机器人计划是最适合大规模生产的路线，因为每造一个内部机器人，就会降低 opex、削减 headcount、提升利润率。 而且整个生态都会受益。
· 供应链分析
发现 Nextronics 也是机器人供应链里被忽视的供应商
英文原文
Now that I think about it more… Nextronics (8147) is a pretty undiscovered supplier to robotics supply chains like $AMZN too. So as Amazon scales up, so does their revenue (it’s only ~$200m mc so it should be material if they’re hitting 38-40% gross margins). I was only focusing on $NVDA CPO supply chains as their largest growth vector earlier. But I do think Amazon’s robotics program have the simplest route for mass production since each one they make internally lowers opex, cuts headcount, and improves profitability. And their whole ecosystem should benefit.