$OUST · 海外大V持仓追踪

$OUST 现在是什么情况？

最近有人说了 $OUST 什么？

下面是最近 8 条提及 $OUST 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

• 2026-07-07中性
  中国激光雷达制造商 Hesai Technology 因其与 $NVDA 扩大合作以及激光雷达传感器，正面临美国国家层面的审查。 对于 $OUST、$AEVA 以及西方激光雷达兄弟们来说，如果竞争对手因监管而出局，这总体上是利好。 因为此前有警告称： 传感器可能会 https://t.co/9ZmvOqIHrv
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• 2026-07-07中性
  @jey0316 基本上： > 中国主要激光雷达厂商可能会在西方被禁。 > $OUST、$AEVA 以及其他公司将通过填补这一空缺而受益 > 为 Aeva 等西方激光雷达厂商提供支持的光学厂商，也会因收入增加而受益 不确定考虑到这一点，这条新闻是否真的重要
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• 2026-07-01中性
  @AleksandarGenov 催化剂大概是 Agility Robotics 借 $CCXI 上市和铺天盖地的媒体叙事。 $OUST、$AEVA 这些在公告之前基本都是横盘。 至于 $FCEL、$BE 这些能源股，看起来是新增大单驱动的基本面行情
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• 2026-05-12中性原文
  Here's the humanoid exposure crowdsourced list: - $OUST - Rainbow Robotics (277810) - $AMBA - Ubtech Robotics - $MKA - Nextronics - $SYM - Harmonic Drive (6324) - $VPG - Beijing Geekplus - $MBLY - $ARBE - Nabtesco (6268) - $SERV - $HSYDF - Robotstrategy - $ZBRA - $CATL - $ABB - $BOT - Unitree (not public yet) - $LSCC - Esunny Robot (300024) - $NOVT - $RR - $PDY - Hesai (2525) - $SHA.DE - $XBOT - $XPEV - $BAM - $ALNT - 6268.T - $AMBQ - $ATOM - $MRAM - $ISRG - $HLIT - Robosense (2498) - $HG - $ACUVI - $CGNX - $KLIC - $BSL - $AEVA - $AUR - $CTH.V - $IMSR - $NEO - $KDK - $MRLN - $KITT - $INDI - $NOVT Off the top of my head: Harmonic Drive, $OUST, $BOT, $VPG, $MBLY, and Ubtech showed up the most. Will start doing DD into mentions.
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• 2026-02-09看多原文
  Speaking of other bottlenecks like $AXTI. I’ve been looking into 4D AI. Convos with industry insiders leads me to believe it’s an upcoming trend eg. “World Models” for physical AI and humanoids post $NVDA Jensen’s conference. So took positions into $AEVA which is 4D LiDAR. Looks like the clearest functional midstream bottleneck exposure to the trend, from my research? Unless someone has others they’d like to mention. There’s stuff like $AMBA, $U (yes the games software), $TER, and $OUST but they’re larger companies without the clearest exposure. That being said it’s still a new space so still doing research. Also, fundamentals are shaky, so this is more of a venture bet for the industry growth. Disclosure: I have long shares only of $AEVA, as speculative exposure to 4D AI + World Models for physical AI.
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• 2026-02-09中性原文
  Apparently $OUST sits more in “Probabilistic AI”while $AEVA FMCW solves the Deterministic Physical AI that word models need “FMCW gives velocity as a direct physical measurement (Doppler shift) versus ToF requiring computational derivation across frames”. Maybe you can help articulate the nuance with $OUST and why you think it’s better exposure to 4D AI
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• 2026-02-09中性原文
  World* models. Apparently if the world's most advanced World Models require Doppler-level precision, $AEVA is one of the only companies that can do it compared to companies to $OUST here? If you give Cosmos "probabilistic" depth data (from $OUST ) the model has to spend massive amounts of compute cycles calculating where things are moving. $AEVA just feeds in deterministic velocity data. “If a model has to infer motion from sequential depth frames, that’s additional computation versus receiving velocity as a direct input”
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• 2026-01-16看多原文
  Boston Dynamics/Optimus/Robotic supply chains TLDR: - $ALGM ($6.5B) motor/sensing (Optimus) - $NOVT ($4.7B) feedback (Atlas, Figure) - $VICR ($6.5B) power (Atlas) - $OUST ($1.64B) LiDAR (Spot, Atlas) - $AMBA ($2.7B) - Chips (Atlas, Figure) - $AEHR ($812m) - SiC Test (t2) - $RRX ($10.5B) - Joints (Agility, Apollo) - $TKR ($6.53B) - Harmonic Strain (t2) - $MP ($11.82B) - NdPr magnets (t3) - $LSCC ($11.6B) - Sensor Fusion FPGAs (t3) I'm personally in: - $SYSS ($998M) - Skeleton (Optimus, Atlas, Figure) - $LPTH ($701M) - Vision (T2) Was researching these companies after OpenAI's push into robotics yesterday and wanted to do a TLDR format of findings. Again, robotics OEMs generally don't publish BOMs, so most of these are confirmed but some are unconfirmed but very likely from cross-referencing public findings. But we should see an inflection point for robotics going into 2026-2027. Thoughts: - Harmonic Drive Systems (6324.T). Was tracking this as the leader but they just got disrupted by China's Leaderdrive that copied their technology and at 40% lower cost. - Based on this, $TKR (US) is probably the most "alpha" up there since through Cone Drive acqusition, they're the primary US-based provider of harmonic gearing vs. Harmonic Drive / Leaderdrive. - $AMBA and $VICR are probably the most interesting ones outside of $SYSS that I've found in the US supply chains. - I picked $SYSS as my choice for robotics bottleneck exposure since they're the skeletons/materials for each humanoid on scale up (eg. with Boston Dynamics Atlas as known users) and effective US certification monopoly. - $LPTH happened to be a coincidental Robotics bottleneck exposure since I bought this for DoD/military bottleneck exposure too . These are just the "under the radar ones" in the US for the mass production scale-up. Don't own any of them aside from two, but I'm still looking into them. Unfortunately many supply chains like $TSLA's actuators ($685M order with Sanhua) are still in China. But I expect many of them to flow back to the US, so still looking for alpha in terms of supply chain BOM. If I missed any feel free to mention others.
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全部提及推文的中文时间线、每日推演、博主多空表态筛选，在 Serenity 持仓雷达里查看。相关工具：卡点猎手研究方法 · 策略回测器 · 催化剂雷达 · 深度长文。

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