$AMZN · The Motley Fool · 2026-11-05
相比纯机器人股，尤其是尚无收入的纯机器人股，更看好 Amazon：Amazon 从自身正在研发和部署的机器人业务中获益良多，同时它本身已是一家成熟且盈利的企业，因此随着机器人技术演进，它相当于一份机器人领域的看涨期权。
逐段跳播
Amazon 就是其中之一。说到仓储自动化，没有人比 Amazon 更需要它。
Uh Amazon is one of them. I mean, talk about warehouse automation. No one needs that more than Amazon.
我随口想到的是，像 Amazon 这样的大玩家，他们正在开发和部署的机器人技术能让他们获益良多，但它同时也是一项已经成熟且盈利的业务，可以放进你的投资组合里。所以，就机器人技术而言，我不偏好纯概念标的，尤其是还没有收入的纯概念标的。
我更偏好已经成熟的玩家，它本质上相当于一个随着机器人技术演进而变化的看涨期权。
Off the top of my head, I'd have to say, you know, a big player like Amazon, they stand a lot to gain by the robotics they're developing and deploying, but it's also an established profitable business that you get in your portfolio.
So, for the robotics, I don't prefer the pure plays, especially the pre-revenue pure plays. Um, I prefer having a established player that's essentially a call option on robotics as it as it evolves.
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