【大佬持仓跟踪】机器人+特斯拉+AI服务器,公司多项产品可用于人形机器人电机驱动及感知系统,MOS产品供应到特斯拉相关的产品应用
TeslaTesla(US:TSLA) 财联社·2025-12-30 04:32

Core Viewpoint - The article emphasizes the importance of timely and professional information analysis in investment decision-making, focusing on the investment value of significant events, industry chain companies, and key policy interpretations [1] Group 1: Company Insights - The company is involved in providing products for humanoid robot motor drives and perception systems, with its MOS products supplied to Tesla-related applications [1] - The company's silicon carbide products are widely used in AI server power supplies and new energy vehicles, indicating a strong position in the semiconductor power device market [1] - The company ranks among the top three in China's semiconductor power device market share and is the eighth globally, showcasing its competitive strength [1]