· 个股论点

宇树科技无需融资,地缘与稀缺性比私募融资更利于动能。

相关概念: 机器人产业链

中文翻译

@amitisinvesting 1. 我认为他们并不迫切需要进行融资。我的观点一半源于地缘政治,另一半源于作为首家纯人形机器人标的的估值稀缺性。在我看来,后者对于维持市场动能可能比私募融资更有价值。宇树科技(Unitree)正在中国寻求上市,而且……

英文原文

@amitisinvesting 1. I don't think they're in a dire need for financing. My take is half geopolitical, half valuation scarcity as the first pure play humanoid player. The latter is likely more valuable than private funding in my view for momentum. Unitree was going public in China and there's

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