$UNITREE Unitree Robotics has surged over the past few days, and there’s one core reason: physical AI is finally being put to real-world use. In the past, AI could only type on a keyboard inside a screen. Now machines have grown arms and legs, and can go to factories and trade shows to get work done. With major players entering the market, the downstream rental market has taken off. It’s expected to exceed 10 billion yuan in 2026, and investors saw how compelling the story was and rushed to buy.
However, Unitree itself issued a risk warning last night. Put simply, the company is pouring cold water on things: its P/E ratio has now soared to more than 460, which is excessive. What’s more, robot commercialization is still at an early stage, and there are plenty of technical hurdles to overcome before robots can be widely deployed in factories.
How will it move at the open tomorrow? Most likely, it’ll open higher on the lingering weekend momentum, and may even spike. But don’t get carried away and chase it. There are so many investors sitting on profits, and with the official warning cooling things down, there’s a strong chance of sharp intraday swings and a shakeout. The less substantial stocks riding the hype will get dumped after opening higher. If you really want to get in, wait for a sharp intraday drop to create a dip, then act once it stabilizes.
However, Unitree itself issued a risk warning last night. Put simply, the company is pouring cold water on things: its P/E ratio has now soared to more than 460, which is excessive. What’s more, robot commercialization is still at an early stage, and there are plenty of technical hurdles to overcome before robots can be widely deployed in factories.
How will it move at the open tomorrow? Most likely, it’ll open higher on the lingering weekend momentum, and may even spike. But don’t get carried away and chase it. There are so many investors sitting on profits, and with the official warning cooling things down, there’s a strong chance of sharp intraday swings and a shakeout. The less substantial stocks riding the hype will get dumped after opening higher. If you really want to get in, wait for a sharp intraday drop to create a dip, then act once it stabilizes.
