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分析师渲哥
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$UNITREE Yushu Technology’s First Day on the Market Soars 629%: Three Signals Crypto Traders Should Pay Attention To
The first humanoid robot stock, Unitree (Yushu) Technology, has listed on Nasdaq. The issue price was $42, it opened at $188, closed at $306, and surged 629% on the first day. Its total market cap surpassed $40 billion, raising about $1.2 billion, with oversubscription exceeding 15 times.
This isn’t just an IPO headline—it’s an industrial signal. Break it down into three points:
First, industrial capital is accelerating into the space. Unitree’s full-year 2025 revenue is about $420 million, up 217% year over year, with a gross margin above 52% and operating cash flow turning positive for the first time. The H1 humanoid robot series has shipped over 3,000 units, with customers including automobile manufacturers, warehousing and logistics firms, and research/education institutions. The capital markets are willing to price in a 629% jump because they’re betting on the inflection point where humanoid robots move from “geek toys” to “industrial essentials.”
Second, the U.S.-China AI race is speeding up. Unitree’s 629% surge after listing in the U.S. is, at its core, a geopolitical signal: technology barriers are being re-priced by capital. Mapped to crypto, the value of decentralized compute networks will be re-assessed under this trend—when centralized compute is cut by geopolitics, decentralized compute becomes the only “borderless compute” option.
Third, the valuation ceiling for the AI Agent track has been opened. Unitree is an intelligent agent in the physical world, while crypto AI Agents are intelligent agents in the digital world—sharing the same narrative: intelligent agents replace human labor. Today, the total market cap of tokens related to AI Agents in crypto is roughly $20–30 billion, while Unitree alone has reached $40 billion. That valuation gap means either Unitree is overvalued or the AI Agent sector is undervalued.
The 629% number doesn’t matter. What matters is the underlying industrial trend. If you understand it, you’ll know where to position yourself. If you don’t, the 629% has nothing to do with you.
Follow me for my strategy to make money—pay attention to @分析师渲哥 . Come chat with me. I have top-tier strategy thinking, focusing on contract trading, helping you pull your losses back from the losing rhythm.
#宇树科技上市首日涨629%
The first humanoid robot stock, Unitree (Yushu) Technology, has listed on Nasdaq. The issue price was $42, it opened at $188, closed at $306, and surged 629% on the first day. Its total market cap surpassed $40 billion, raising about $1.2 billion, with oversubscription exceeding 15 times.
This isn’t just an IPO headline—it’s an industrial signal. Break it down into three points:
First, industrial capital is accelerating into the space. Unitree’s full-year 2025 revenue is about $420 million, up 217% year over year, with a gross margin above 52% and operating cash flow turning positive for the first time. The H1 humanoid robot series has shipped over 3,000 units, with customers including automobile manufacturers, warehousing and logistics firms, and research/education institutions. The capital markets are willing to price in a 629% jump because they’re betting on the inflection point where humanoid robots move from “geek toys” to “industrial essentials.”
Second, the U.S.-China AI race is speeding up. Unitree’s 629% surge after listing in the U.S. is, at its core, a geopolitical signal: technology barriers are being re-priced by capital. Mapped to crypto, the value of decentralized compute networks will be re-assessed under this trend—when centralized compute is cut by geopolitics, decentralized compute becomes the only “borderless compute” option.
Third, the valuation ceiling for the AI Agent track has been opened. Unitree is an intelligent agent in the physical world, while crypto AI Agents are intelligent agents in the digital world—sharing the same narrative: intelligent agents replace human labor. Today, the total market cap of tokens related to AI Agents in crypto is roughly $20–30 billion, while Unitree alone has reached $40 billion. That valuation gap means either Unitree is overvalued or the AI Agent sector is undervalued.
The 629% number doesn’t matter. What matters is the underlying industrial trend. If you understand it, you’ll know where to position yourself. If you don’t, the 629% has nothing to do with you.
Follow me for my strategy to make money—pay attention to @分析师渲哥 . Come chat with me. I have top-tier strategy thinking, focusing on contract trading, helping you pull your losses back from the losing rhythm.
#宇树科技上市首日涨629%