[標的]5351鈺創 NV機器人多
由NV帶起的機器人風潮持續蔓延中,這個從小時候看鋼彈就開始幻想,一直到現在才開始
萌芽,足以改變未來十年人類生活的科技,會是我鎖定的大趨勢,除了先前發掘的2359所
羅門,3059華晶科之外,台灣其實還有很多公司早已默默耕耘,正要開始發光發熱。我決
定自己組一個台股NV機器人ETF,除了上述兩檔股票續抱之外,再加入我新發現的相關公
司,希望牢牢抓住這次機會,賺到的錢數年後可以買一台女僕機器人(?)
在NV的網站上,可以看到目前NV初號機是NVIDIA Isaac AMR
https://reurl.cc/oRzGEl
AMR是自主移動機器人的縮寫(對,我知道長得不像女僕,萬事起頭難...),主要用在倉儲
物流與自動化產線,根據研調機構預測,移動機器人市場規模預計到2024年將達到69.9億
美元,預計2029年將達到235.6億美元,在預測期內(2024-2029年)複合年成長率為27.5
%。
https://reurl.cc/KeKggm
這台NV初號機搭載GTC大會中老黃不斷提到的NVIDIA Jetson平台,其中最重要的前鏡頭與
後鏡頭是的由Leopard Imaging所提供的Hawk 3D Depth Camera (Front Hawk v1.1 Stere
o Camera & Rear Hawk v1.1 Stereo Camera)
https://reurl.cc/NQ1e7q
Google Leopard可以發現,早在2022年底,鈺創科技子公司鈺立微(eYs3D)首席策略長王
鏡戎(James Wang)就已表示:「eYs3D 與Leopard Imaging 有著長期的業務關係」
https://reurl.cc/kONAzK
並且在CES 2023時鈺立微也與Leopard Imaging合作開發三款相機,賦予自主移動無人車
具備電腦視覺優勢,能夠傳輸即時影像和3D深度圖。
https://reurl.cc/r9dW7N
鈺立微在CES 2024更展出了室外機器人與醫療應用
https://reurl.cc/6vVz8y
再度根據小弟有限的聯想能力,得出一個結論:透過我們手邊可以查詢到的資料,大膽推
測鈺創透過Leopard Imaging打入NV機器人供應鏈,並且將其觸角衍伸到各種不同情境的
機器人應用需求,是市場最不在意的低基期關鍵機器人概念股,今天買進10張,不預設高
點,跌破48停損
附上成交紀錄 (2359跟3059都沒賣,錢不夠了,只能先用融資了)
https://i.imgur.com/9COdlt7.jpg
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