Analog Devices 也是你的首选之一。那么，在模拟芯片这一块，你为什么认为市场可能会低估机器人生态系统的这一层？当然，请把这与你对 Nvidia 的看法做个比较。
Well, Analog Devices is also a top choice for you. So why do you think the market might undervalue that layer of the robotics ecosystem when it comes to analog? And of course, compare that to your view here regarding Nvidia.
是的，Analog Devices 占据我们的第二层，也就是感知层。想想 Elon Musk 在投资者日发布“Optimus”的时候，他在台上表演那些惊人的动作，用到了大量传感器，而这正是“Analog”的专长。
他们制造光学传感器和控制系统，这些系统和传感器让机器人能够可靠地与外界互动。我们说的是极高的精度，而且他们还在开发触觉传感技术，把指令转化为动作。回到咖啡杯的例子。想想你触摸那个杯子时手指感受到的所有触觉反馈。
我们需要在机器人领域复制这一点，而这正是 Analog Devices 在做的事。
Yes, Analog Devices occupies our second layer, which is the sensing layer. If you think about when Elon Musk unveiled "Optimus" on Investor Day, when he was on stage performing his amazing tricks, there is a huge number of sensors being used, and that is the specialty of "Analog".
They manufacture optical sensors and control systems, and these systems and sensors allow the robot to interact with the world reliably. We're talking about extreme precision, and they're also developing touch-sensing technologies to translate commands into movements.
Let's go back to the coffee cup example. Think about all the tactile responses your fingers feel when you touch that cup. We need to replicate that in the world of robotics, and that's what Analog Devices is doing.