Holden
391 posts
假如马斯克的擎天柱机器人量产，@elonmusk 马斯克需要海量的记忆体。
机器人是通过摄像头拍视频存储作为记忆，每天工作24小时就要拍24小时的视频，365天工作，这个容量需求大到离谱。
我们用手机随便拍几下就要几个gb，
那一个能支持长期工作，有记忆能力的机器人需要多大容量的存储。
这种肯定要优先ssd作为主要存储单元，但依然是一个天量。
#海力士 跌的很便宜了。
中文
I appreciate the objective coverage from 中国证券报 (China Securities Journal) on my LeaderDrive (688017) analysis!
On the article:
“A single tweet ignites the leading robotics stock, who exactly is the "White-Haired God of Stocks" Serenity?”
Supply chains are global, and my research shows that Chinese companies like 688017 hold a dominant position over low-cost, mass production as humanoids scale up.
Just a heads up: I do believe Leaderdrive’s position is very undervalued long term (next few years), if you weigh component costs vs. current customers vs. robotics TAM.
But I don’t control any near term volatility, especially with macro climates.
I’m flattered regardless by the institutional coverage of my track record of picking longs like $MRVL and my investment framework.
As well as the recent support from the Chinese community.
CryptoCat|猫姐🐈@Crypto_Cat888
中国证劵报写了一篇标题为：“白毛股神”究竟是谁？ 的文章！ 要知道中国证券报在中国资本市场地位极高，是新华社主办的官方指定信息披露核心媒体，与上海证券报、证券时报并列三大权威渠道，属于T0级别，具有法定公信力和政策引导“一锤定音”的影响力 @aleabitoreddit 你真的太火了！ #白毛股神
English
