· 个股论点

看好宇树科技IPO,认为其商业化领先且具吸引力,但担忧地缘禁令风险。

相关概念: 机器人产业链

中文翻译

@jRTSGrTQwM1469 对宇树科技(Unitree Robotics)持非常乐观的看法,因为它是目前的全球领导者之一。 相对于美国Figure(估值390亿美元),其$60亿的首次公开募股(IPO)对我来说极具吸引力。因为宇树在商业化方面领先更多。 但从西方角度来看,中国未来的人形机器人被禁,这可能会稍微损害估值。 无论如何,如果可能的话,我个人会持有宇树的头寸(但由于地理位置限制无法做到),因为我同意埃隆的说法,即人形机器人将是未来。

英文原文

@jRTSGrTQwM1469 Very favorable view on Unitree Robotics, since they're one of the global leaders right now. The $6B IPO is extremely attractive to me, relative to Figure in the US (which is valued at $39B). Since Unitree is much further ahead in commercialization. But coming from a Western standpoint, China's future humanoids did get banned so that might hurt valuations a bit. Regardless, I personally would have positions in Unitree if I could (but can't due to geography) since I'd agree with Elon in saying humanoids are going to be the future.

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