$HORIZONROBOT-W(09660.HK)跟寒武纪逻辑一样，都是做英伟达的国产替代，这种票不能纯看利润，还是得看产品有哪些下游车厂在用。另一个新因素是川普关税战后，叠加了车厂加速去美化的进程。4 块以下上车（这波港股优质标的，回到年初港股小牛之前的价格，有合适买点。
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