$安霸(AMBA)$_老虎社区_美港股上老虎 - 老虎社区

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努力的优等生
2019-10-08

$安霸(AMBA)$ 成也中国订单，败也中国订单。海康威视被加黑名单，其占安霸总收入十分之一。

@努力的优等生：

$安霸(AMBA)$早些年安霸的视觉芯片主要供应给$GoPro(GPRO)$。后来Gopro卖不动，本以为跟着要凉，但其安全监控的订单一直没断。本季度大涨因为收货了来自亚洲的大订单。我也不觉得有什么可持续性，跟着趋势做。

$安霸(AMBA)$早些年安霸的视觉芯片主要供应给$GoPro(GPRO)$。后来Gopro卖不动，本以为跟着要凉，但其安全监控的订单一直没断。本季度大涨因为收货了来自亚洲的大订单。我也不觉得有什么可持续性，跟着趋势做。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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