There is no longer a shortage of robots, there is a shortage of Unitree shares
Unitree lists on the STAR Market valued at 60.993 billion yuan, with an initial free float announced at 7.44% of capital, in the very week when we learn that its entry ticket has fallen to 26,900 yuan — against roughly 650,000 in 2023 — and when AgiBot takes the world's top spot from it in shipped volume. The share price is not measuring the scarcity of the robot, it is measuring the scarcity of the paper.
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