{"id":10328382,"date":"2026-07-01T04:30:58","date_gmt":"2026-06-30T20:30:58","guid":{"rendered":"https:\/\/twkeypoint.com\/?p=10328382"},"modified":"2026-07-01T04:30:58","modified_gmt":"2026-06-30T20:30:58","slug":"%e5%8f%b0%e7%81%a3%e6%96%b0%e8%81%9e%e9%80%9a%e8%a8%8a%e7%a4%be-%e6%a9%9f%e5%99%a8%e4%ba%ba%e5%8d%b3%e5%b0%87%e5%a4%a7%e7%88%86%e7%99%bc%ef%bc%9f%e7%99%bd%e6%af%9b%e8%82%a1%e7%a5%9e%e9%bb%9e%e5%90%8d","status":"publish","type":"post","link":"https:\/\/twkeypoint.com\/index.php\/2026\/07\/01\/%e5%8f%b0%e7%81%a3%e6%96%b0%e8%81%9e%e9%80%9a%e8%a8%8a%e7%a4%be-%e6%a9%9f%e5%99%a8%e4%ba%ba%e5%8d%b3%e5%b0%87%e5%a4%a7%e7%88%86%e7%99%bc%ef%bc%9f%e7%99%bd%e6%af%9b%e8%82%a1%e7%a5%9e%e9%bb%9e%e5%90%8d\/","title":{"rendered":"\u53f0\u7063\u65b0\u805e\u901a\u8a0a\u793e-\u6a5f\u5668\u4eba\u5373\u5c07\u5927\u7206\u767c\uff1f\u767d\u6bdb\u80a1\u795e\u9ede\u540d\u300c1\u53f0\u5ee0\u300d\uff1a\u672a\u88ab\u767c\u6398"},"content":{"rendered":"\n
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\n<\/p>\n\n\n

\n<\/p>\n\n\n

\n\n\n<\/a>\n<\/p>\n\n\n

\n<\/p>\n\n\n

\n<\/p>\n\n\n

\n\u5c0e\u89bd\u76ee\u9304\uff1a\u5c0f\u5e02\u503c\u53f0\u5ee0\u642d\u4e0a\u4e9e\u99ac\u905c\uff01\u6b63\u51cc\u6bdb\u5229\u7387\u9ad8\u905440%\u3000\u71df\u6536\u6210\u9577\u6f5b\u529b\u5de8\u5927\u9ede\u540d\u300c\u4e0b\u4e00\u500b\u7206\u767c\u9ede\u300d\uff01\u4e0b\u534a\u5e74\u6599\u8fce\u6a5f\u5668\u4ebaIPO\u6d6a\u6f6e<\/p>\n\n\n

\n\u8fd1\u4f86\u7db2\u4e0a\u7206\u7d05\u7684\u300c\u767d\u6bdb\u80a1\u795e\u300dSerenity\uff0c\u516c\u958b\u9ede\u540d\u6a5f\u5668\u4eba\u662f\u4e0b\u4e00\u500b\u7206\u767c\u7522\u696d\u3002\u7576\u4e2d\u53f0\u7063\u96fb\u5b50\u9023\u63a5\u5668\u5927\u5ee0\u6b63\u51cc\u7cbe\u5bc6\uff088147\uff09\uff0c\u56e0\u70ba\u642d\u4e0a\u7f8e\u570b\u79d1\u6280\u5de8\u982d\u4e9e\u99ac\u905c\uff08Amazon\uff09\u7684\u6a5f\u5668\u4eba\u767c\u5c55\uff0c\u66f4\u662f\u6210\u70ba\u4ed6\u53e3\u4e2d\u300c\u672a\u88ab\u767c\u6398\u7684\u5ee0\u5546\u300d\uff08undiscovered supplier\uff09\u3002<\/p>\n\n\n

\n\u5c0f\u5e02\u503c\u53f0\u5ee0\u642d\u4e0a\u4e9e\u99ac\u905c\uff01\u6b63\u51cc\u6bdb\u5229\u7387\u9ad8\u905440%\u3000\u71df\u6536\u6210\u9577\u6f5b\u529b\u5de8\u5927<\/p>\n\n\n

\nSerenity\u65bc5\u6708\u5728X\u5e73\u53f0\u767c\u6587\uff0c\u6307\u51fa\u5728\u6a5f\u5668\u4eba\u4f9b\u61c9\u93c8\u7576\u4e2d\uff0c\u6b63\u51cc\u7cbe\u5bc6\u5c1a\u672a\u70ba\u5e02\u5834\u6240\u767c\u6398\u3002\u4ed6\u8a8d\u70ba\u96a8\u8457\u4e9e\u99ac\u905c\u64f4\u5927\u6a5f\u5668\u4eba\u9805\u76ee\uff0c\u6b63\u51cc\u7684\u71df\u6536\u4e5f\u6703\u76f8\u61c9\u6210\u9577\uff0c\u5c24\u5176\u9452\u65bc\u6b63\u51cc\u5e02\u503c\u50c52\u5104\u7f8e\u5143\uff08\u7d0463.7\u5104\u53f0\u5e63\uff09\uff0c\u5176\u9ad8\u905438%\u81f340%\u7684\u6bdb\u5229\u7387\u5c07\u5c0d\u71df\u6536\u8ca2\u737b\u5de8\u5927\u3002<\/p>\n\n\n

\nSerenity\u8868\u793a\uff0c\u4e9e\u99ac\u905c\u7684\u6a5f\u5668\u4eba\u9805\u76ee\u91cf\u7522\u8def\u5f91\u6700\u6e05\u6670\uff0c\u5176\u5167\u90e8\u6bcf\u88fd\u9020\u4e00\u90e8\u6a5f\u5668\u4eba\uff0c\u5c31\u80fd\u964d\u4f4e\u71df\u904b\u8cbb\u7528\u3001\u7cbe\u7c21\u4eba\u529b\uff0c\u4e14\u63d0\u5347\u7372\u5229\u80fd\u529b\u3002\u76f8\u95dc\u7684\u6a5f\u5668\u4eba\u751f\u614b\u7cfb\u4e5f\u6703\u5f9e\u4e2d\u6574\u9ad4\u53d7\u76ca\u3002<\/p>\n\n\n

\n\u9ede\u540d\u300c\u4e0b\u4e00\u500b\u7206\u767c\u9ede\u300d\uff01\u4e0b\u534a\u5e74\u6599\u8fce\u6a5f\u5668\u4ebaIPO\u6d6a\u6f6e<\/p>\n\n\n

\nSerenity\u9ede\u540d\u6a5f\u5668\u4eba\u662f\u300c\u4e0b\u4e00\u500b\u7206\u767c\u9ede\u300d\u3002\u6839\u64da\u5f15PitchBook\u548ca16z\u76843\u6708\u4efd\u6578\u64da\uff0c\u6a5f\u5668\u4eba\u7684\u4ea4\u6613\u91cf\u8207\u6295\u8cc7\u91d1\u984d\u90fd\u5728\u5674\u767c\u5f0f\u6210\u9577\u3002\u540c\u6642AI\u8cc7\u6599\u4e2d\u5fc3\u7684\u66dd\u96aa\u90e8\u4f4d\uff0c\u540c\u6a23\u6709\u671b\u8de8\u754c\u53d7\u60e0\u65bc\u4eba\u5f62\u6a5f\u5668\u4eba\u7684\u91cf\u7522\u62c9\u8ca8\uff0c\u6bd4\u5982\u8a18\u61b6\u9ad4\u9818\u57df\u7684DRAM\/NAND\uff0c\u6703\u7528\u65bc\u4eba\u5f62\u6a5f\u5668\u4eba\u7684\u7aef\u5074\u63a8\u7406\u8207\u5b58\u5132\uff1b\u5149\u5b50\u677f\u584a\u7684DFB\u96f7\u5c04\uff0c\u4e5f\u80fd\u7528\u5728FMCW LiDAR \u7684\u8996\u89ba\u8207\u611f\u6e2c\u3002\u4ed6\u8a55\u4f30\u591a\u6578\u66dd\u96aa\u6a5f\u6703\u96c6\u4e2d\u65bc\u4e0a\u6e38\u96f6\u7d44\u4ef6\u7aef\uff0c\u6291\u6216\u4e9e\u99ac\u905c\u3001\u7279\u65af\u62c9\uff08Tesla\uff09\u9019\u985e\u79d1\u6280\u5de8\u982d\u5167\u90e8\u7684\u6a5f\u5668\u4eba\u9805\u76ee\u3002<\/p>\n\n\n

\nSerenity\u6a02\u89c0\u9810\u6e2c\uff0c\u5f9e2026\u4e0b\u534a\u5e74\u52302027\u4e0a\u534a\u5e74\uff0c\u5168\u7403\u5c07\u8fce\u4f86\u6a5f\u5668\u4eba\u516c\u53f8\u7684\u9996\u6b21\u516c\u958b\u52df\u80a1\uff08IPO\uff09\u71b1\u6f6e\uff0c\u800c\u4ed6\u76f4\u547c\u9019\u300c\u80af\u5b9a\u7cbe\u5f69\u300d\uff08going to be fun\uff09\u3002<\/p>\n\n\n

\nNow that I think about it more\u2026Nextronics (8147) is a pretty undiscovered supplier to robotics supply chains like $AMZN too.So as Amazon scales up, so does their revenue (it\u2019s only ~$200m mc so it should be material if they\u2019re hitting 38-40% gross margins).I was only\u2026 https:\/\/t.co\/olsRBd8JzD pic.twitter.com\/mXz4pcXxgA\u2014 Serenity (@aleabitoreddit) May 14, 2026<\/p>\n\n\n

\n<\/p>\n\n\n

\nRobotics is next.Both deal count and investment amounts are skyrocketing per pitchbook March data (source: a16z)Good thing is: the same AI DC exposure often has cross-exposure to humanoid ramp.Like DRAM\/NAND with memory (on humanoid inference\/storage) or DFB lasers with\u2026 pic.twitter.com\/7BrzCd3cWD\u2014 Serenity (@aleabitoreddit) June 27, 2026<\/p>\n\n\n

\n\u4e09\u7acb\u65b0\u805e\u7db2\u63d0\u9192\u60a8\uff1a<\/p>\n\n\n

\n\u5167\u5bb9\u50c5\u4f9b\u53c3\u8003\uff0c\u6295\u8cc7\u4eba\u65bc\u6c7a\u7b56\u6642\u61c9\u5be9\u614e\u8a55\u4f30\u98a8\u96aa\uff0c\u4e26\u5c31\u6295\u8cc7\u7d50\u679c\u81ea\u884c\u8ca0\u8cac\u3002\u6295\u8cc7\u4e00\u5b9a\u6709\u98a8\u96aa\uff0c\u57fa\u91d1\u6295\u8cc7\u6709\u8cfa\u6709\u8ce0\uff0c\u7533\u8cfc\u524d\u61c9\u8a73\u95b1\u516c\u958b\u8aaa\u660e\u66f8\u3002<\/p>\n\n\n

\n<\/p>\n\n\n

\n2026\/07\/01 04:30<\/p>\n\n\n

\n\u8f49\u8f09\u81ea\u4e09\u7acb\u65b0\u805e\u7db2: https:\/\/www.setn.com\/\/News.aspx?NewsID=1864768&utm_campaign=viewallnews<\/p>\n\n<\/div>\n\n\n

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\u6700\u65b0\u6587\u7ae0<\/span><\/h2><\/div><\/div><\/div>

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