$UNITREE What’s going on with the toy factory? Quietly climbing to 100?
At the Wuzhen Summit, Wang Xingxing said Unitree would focus on developing robot brains and look for partners around the world. He’s bullish on physical AI.
With the Democrats winning the midterm elections this time, it’s only natural for the market to worry that AI policies and regulations might tighten going forward. But Wang Xingxing chose this moment to speak out, which is bound to get people reading into it.
Put simply, Unitree is good at building robots’ bodies, but AI brains are its weak spot. Rather than spending heavily to compete on its own, it makes more sense to partner with large-model companies like OpenAI. The news could heat up A-share robotics stocks again—after all, the market loves trading on future expectations like this.
But Cai Bao thinks that no matter how good the story sounds, what matters is whether it can make money. There still aren’t many humanoid robots actually working in factories, and technology, costs, and orders are all major hurdles. Can a few public remarks alone justify a sky-high valuation? I don’t think so. In the end, it comes down to who can deliver real orders and real results!
It’s a good story, but the stock is too expensive and the market positioning is unstable. Don’t rush in and get stuck holding the bag just because the boss is making big promises. Cai Bao is still bearish on the toy factory, but funding costs are just too high, so fans with small positions can simply sit back and watch!
At the Wuzhen Summit, Wang Xingxing said Unitree would focus on developing robot brains and look for partners around the world. He’s bullish on physical AI.
With the Democrats winning the midterm elections this time, it’s only natural for the market to worry that AI policies and regulations might tighten going forward. But Wang Xingxing chose this moment to speak out, which is bound to get people reading into it.
Put simply, Unitree is good at building robots’ bodies, but AI brains are its weak spot. Rather than spending heavily to compete on its own, it makes more sense to partner with large-model companies like OpenAI. The news could heat up A-share robotics stocks again—after all, the market loves trading on future expectations like this.
But Cai Bao thinks that no matter how good the story sounds, what matters is whether it can make money. There still aren’t many humanoid robots actually working in factories, and technology, costs, and orders are all major hurdles. Can a few public remarks alone justify a sky-high valuation? I don’t think so. In the end, it comes down to who can deliver real orders and real results!
It’s a good story, but the stock is too expensive and the market positioning is unstable. Don’t rush in and get stuck holding the bag just because the boss is making big promises. Cai Bao is still bearish on the toy factory, but funding costs are just too high, so fans with small positions can simply sit back and watch!
