中文翻译
宇树科技(688836)现已上市。在上涨+492.18%后，其估值约为533亿美元。我们终于有了一个主要的人形机器人上市公司基准。作为参考，由$NVDA和$AMZN支持的Agility通过$CCXI预计将于第四季度以25亿美元投前估值上市。$TSLA市值超过1万亿美元，但Optimus被包裹在一个更大的公司内。但我认为宇树科技表明，市场对纯人形机器人玩家的需求比公开市场预期的要大得多……
· 供应链分析
宇树科技上市估值533亿，显示人形机器人纯玩需求超预期。
涉及标的： $688836$AMZN$CCXI$NVDA$TSLA
相关概念： 特斯拉 Optimus机器人产业链
英文原文
Unitree (688836) is now public. And is valued at ~$53.3B, after rising +492.18% We finally have a major public company benchmark for humanoids. For reference, Agility (backed by $NVDA, $AMZN) via $CCXI is expected to go public at $2.5B premoney valuation Q4. $TSLA is $1T+, but Optimus is wrapped inside a much larger company. But I think Unitree showed that the demand for pure play humanoid players is much larger… than people expected in public markets.