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2026-10-04 – 2026-10-10
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实体AI阶段我看好PLTR、NOW、ROK、GOOGL、MBLY、AVAV、KTOS、RKLB、IONQ、TEM,其中$TSLA:人形机器人,实体AI最受瞩目的落地载体,重新定义工业劳动力
Mobileye is the riskiest idea on the list, but also the most asymmetric in terms of upside; each catalyst, like a city reveal or a design win, closes the gap between where the business is going and the stock.
Mobileye has a head start in this technology, and I think they can apply it to the trucking industry and really do well.