中文翻译
@rektusd101 宇树科技(Unitree)本月上市，预计开盘估值约300亿美元（IPO前永续合约），从约56亿美元涨至目前的90亿美元。鉴于Agility在$CCXI下投前估值为25亿美元，我正密切关注宇树上市时机器人板块尤其是Agility的走势。我已阐述过关于人形机器人(humanoids)的逻辑，个人正在等待其兑现。
· 个股论点
宇树上市在即，博主关注其对Agility及机器人板块的影响。
涉及标的： $CCXI
相关概念： 机器人产业链
英文原文
@rektusd101 Unitree is being listed this month, and is expected to open around a $30B valuation (pre-IPO perps) from ~$5.6B -> $9B now. Given Agility is valued at $2.5B premoney with $CCXI, I’m just watching what happens to the robotics sector and especially Agility, when Unitree goes public. I’ve already laid down my thesis with humanoids and I’m personally waiting for it to play out.