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@thexpin· @thexpin · X·· 2026-09-02AI 评分62
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宇树(Unitree Robotics)股价周三跌至人民币546.51元,较上市当天1100元的高点下跌逾50%,此前一度上涨629%、市值短暂超过US$51B。即便回落后,其市销率仍约为118倍,而优必选和Dobot约为13倍。创始人王兴兴表示,由于受控场景之外的可靠性限制,人形机器人可能还需2到10年才能大规模普及。

正文

Unitree Robotics fell to RMB546.51 Wednesday—over 50% below its RMB1,100 debut-day peak. It had soared as much as 629%, briefly valuing the company above US$51B.
Even after the collapse, Unitree trades at about 118x sales, versus roughly 13x for UBTech and Dobot.
Founder Wang Xingxing says humanoid robots may need two to 10 years to reach mass adoption, citing reliability limits outside controlled settings. The stock’s hype moved far faster than commercialization.

来源:@thexpin · x.com