· 供应链分析
相关概念： 机器人产业链
IPO新闻……Vantage Data Centers正考虑以惊人的1000亿美元估值上市。如果不熟悉，$ORCL是Stargate（OpenAI终端用户）的锚定租户，Vantage开发/运营超大规模数据中心。Anthropic也预计IPO，据FT报道，投资者预期其估值达2万亿美元，超越$SPCX。嗯……我对Anthropic的估值持保留态度。Jim Cramer为这种估值辩护从来都不是好兆头。顺便说一句，Opus 5大概是我用过的最差的消费级大语言模型(LLM)，它就像一个智商只有5的LLM，基于糟糕的数据检索运行，还带着一种类似《神偷》(Fable)游戏里的上帝情结。不过企业端可能体验更好。Unitree也预计本月IPO，估值90亿美元。这对人形机器人板块是积极的风口。SHEIN不是AI概念股，但将于本月19日尽快上市。去问问你认识的任何女孩，她们可能都熟悉这个平台。
In IPO news… Vantage Data Centers is exploring going public at an enormous $100B valuation. If you’re not familiar, $ORCL is their anchor tenant for Stargate (OpenAI end user), and Vantage develops/operates hyperscaler DCs. Anthropic IPO is also expected, with investors expecting $2T valuation, eclipsing $SPCX per FT. Yeah… idk about Anthropic valuations. Jim Cramer defending that valuation is never a good sign. On a side note, Opus 5 is probably the worst consumer LLM I’ve used to date, it’s like a 5 IQ LLM operating off terrible data retrieval. With a Fable-like God complex on top. Enterprise is probably having a better time though. Unitree IPO is also expected this month and priced it at a $9B valuation. Which is a positive tailwind for Unitree for the humanoid sectors. Not really an AI name but SHEIN is going public as soon as the 19th this month. Go ask any girl you know and they’re probably familiar with this platform.