$3
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中美 IPO 估值差异
对，这就是现在美国 IPO 的一个问题。 中国那边，Unitree 只给到 60 亿美元市值，而 SpaceX 的估值到 1.75 万亿美元，Anthropic/OpenAI 都到 1 万亿美元。美国市场的上行空间明显更受限。 但总会有下一个 Nvidia，正如最近 $AMD 从 3 美元涨到 300 多美元一样。
英文原文
Yeah, that's an issue with US IPO nowadays. Over in China, they're offering Unitree at $6B MC, while SpaceX gets 1.75T valuations and Antropic/OpenAI get 1T valuations. Upside is a lot more capped in US. But there's always the next Nvidia, as seen with $AMD going from $3 to $300+ recently.
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SIVE 让我想起早年的 AMD
@H0M3b 我看 $AMD 的时候，它十年前还在 3.5 美元附近，但大家都说他们打不过 $INTC。 还总说英特尔随时都能把他们干掉。 我对 $SIVE 和 $LITE 也有点类似的感觉？不过走着看吧。
英文原文
@H0M3b $AMD was $3.5 almost a decade ago when I was looking at it but everyone kept telling me they couldn't compete with $INTC. And that Intel could just beat them anytime. Kinda feeling the same with $SIVE and $LITE? But we'll see.