原文:
Serenity 白毛女-中文翻译(公开)
Serenity 白毛女-中文翻译(公开)
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.
翻译:
宇树(688836)现在已经上市了。
估值约为 533 亿美元,涨幅达到 +492.18%
我们终于有了一个大型上市公司作为类人机器人基准。
作为参考,由 $NVDA、$AMZN 支持的 Agility 通过 $CCXI,预计将在 2024 年第四季度以 25 亿美元的投前估值上市。
$TSLA 市值已超过 1 万亿美元,但 Optimus 只是被包裹在一家更大的公司里。
但我认为,宇树已经表明,市场对纯类人机器人公司的需求……比公开市场上人们预期的要大得多。

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.
翻译:
宇树(688836)现在已经上市了。
估值约为 533 亿美元,涨幅达到 +492.18%
我们终于有了一个大型上市公司作为类人机器人基准。
作为参考,由 $NVDA、$AMZN 支持的 Agility 通过 $CCXI,预计将在 2024 年第四季度以 25 亿美元的投前估值上市。
$TSLA 市值已超过 1 万亿美元,但 Optimus 只是被包裹在一家更大的公司里。
但我认为,宇树已经表明,市场对纯类人机器人公司的需求……比公开市场上人们预期的要大得多。

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