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宇树科技连续大跌 股价回撤超44% 4400亿市值遭业内质疑_我的网站

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A |     

快科技8月24日消息,今日有着 “人形机器人第一股”之称的宇树科技股价持续走弱,盘中跌幅一度扩大至10%以上。截至上午11:30 午间收盘,跌幅收窄至9.81%,股价报606.44元 / 股。    The opening of the movie "The Exorcist: Believer" has been moved a week earlier to avoid competition with Taylor Swift's concert movie, the producer of the horror film, Jason Blum, confirmed Thursday on social media.Blum posted the new release date of Oct. 6 on X, formerly known as Twitter, with the hashtag #TaylorWins. "The Exorcist: Believer" and Swift's concert movie based on her smash "The Eras" tour were both first scheduled to be released on Oct. 13. Fans had dubbed the pending double release "Exorswift" on social media, but the potential of "Swifties" overshadowing the demonic film —the sixth installment in "The Exorcist" franchise— proved too powerful.       "Taylor Swift: The Eras Tour" smashed advanced sales records on the first day of presales for the concert movie with AMC –the movie chain distributing the film– reporting $26 million in sales on Friday.  The movie "shattered records for single-day advance ticket sales revenue at AMC," the company said in a statement. The previous record of $16.9 million was held by "Spider-Man: No Way Home," which Swift beat in just three hours,  AMC said.                 Shortly after Swift announced the movie, AMC said they bolstered their server capacity in preparation for skyrocketing demand for tickets. After the first day of presales, the chain announced all AMC theaters nationwide will show the film four times a day on Thursday, Friday, Saturday and Sunday to meet demand. On Thursday, Swift tweeted, "The Eras Tour has been the most meaningful, electric experience of my life so far and I'm overjoyed to tell you that it'll be coming to the big screen soon. Starting Oct 13th you'll be able to experience the concert film in theaters in North America!" Reporting contributed by Gina Martinez                                  对比来看,该股当前价格较150.80元的发行价依旧上涨约302%;但相较于首日1100元的开盘价,累计回撤幅度已经超过44%,公司总市值也随之跌破2500亿元。数据显示,目前宇树科技市盈率高达419倍,换手率超19%,半日成交额突破35亿元。消息面上,8月20日宇树科技正式推出仿生7轴灵巧机械臂。这款产品搭载高精度七轴仿生关节,起售价9900元,自重5.5千克。据宇树介绍,双机械臂协同作业可完成物料分拣、装配等工作,除适配科研、教育场景之外,还可拓展服务机器人方向的落地应用。另一边,2026第二届世界人形机器人运动会已于北京开幕。开赛前夕,宇树科技发布公告预祝赛事圆满成功。宇树透露,旗下多款人形机器人将亮相本次赛事。其中一部分由宇树自有团队参赛,其余参赛机型则由其客户、合作伙伴基于宇树机器人平台二次开发打造。受研发时间及产品测试进度等多重因素限制,宇树科技已缩减部分此前报名的参赛项目。宇树坦言,对此前报名赛事未能全力筹备深表遗憾。宇树科技连续大跌 股价回撤超44% 4400亿市值遭业内质疑对于宇树科技此前最高触及4400亿元的市值,一位基金经理在接受媒体采访时直言:“资金疯了,套死是活该。” 在其看来,1000——1500亿元才是该公司较为合理的市值区间。更早之前,经济学家盘和林也曾对此赛道作出分析:首先,具身智能行业商业化进程尚未成熟,行业不确定性偏高。国内具身智能产业整体仍处于发展早期,宇树科技现有产品落地场景较少,应用覆盖面有限。

B | 其次,赛道风口周期难以预判,短期之内产业替代价值不足。与此同时行业竞品众多,企业想要构筑深厚的技术和应用壁垒难度较大。宇树科技连续大跌 股价回撤超44% 4400亿市值遭业内质疑

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