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【信息差】直播干货回听

2月21日【盘前】AI+概念发散;阿里业绩超预期,AI基建;马斯克裁员进展;Figure机器人

15 Jun 2025

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2月21日【盘前】AI+概念发散;阿里业绩超预期,AI基建;马斯克裁员进展、AI进展;AI+消费【阿里AI基建- AIDC-AI电源-柴油发动机:科泰电源;BBU:蔚蓝锂芯;HVDC:中恒电气;制冷;铜连接】【AI+消费:成人娃娃-情趣机器人-硅胶、轴承、润滑;盲盒】【Figure机器人:神经网络-机器人协作:银轮股份、长盈精密;大脑+小脑:固高科技、雷赛智能】

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