中国人形机器人制造商宇树科技在上海科创板上市后股价剧烈波动，引发市场对AI和机器人热潮是否存在泡沫的担忧1。该企业股票发行价为人民币150元，上市首日股价最高冲上人民币1100元，估值一度飙升至660亿美元1。自19日上市以来，该股连续3个交易日下跌约45%，市值蒸发约300亿美元1。22日收盘时股价跌至人民币603元，25日股价企稳1。
分析人士认为上市首日股价被高估，部分资金在高位抛售获利1。北京凌通盛泰投资管理中心董事长董宝珍表示：“投资者被科技革命的叙事冲昏了头脑”，并警告“所有泡沫最终都注定会破裂”1。董宝珍称IPO发行价与上市首日表现之间存在惊人差距，“其中至少有一个价格肯定是错的”1。风险投资机构中欧资本董事长张俊表示，宇树科技上市首日表现“并不是由乐观的前景推动的，而是一些人试图推高股价，随后在高位抛售获利”1。
Chinese humanoid robot manufacturer Unitree Robotics has experienced severe stock price volatility following its debut on the Shanghai STAR Market, sparking concerns about a potential bubble in the artificial intelligence and robotics boom 1. The company's shares initially surged to a high of 1,100 RMB on their first trading day, compared to an issue price of 150 RMB, driving its valuation to a peak of $66 billion 1. However, the stock has plummeted by approximately 45% over three consecutive trading days since its listing on the 19th, wiping out around $30 billion in market value 1. By the close on the 22nd, the share price had fallen to 603 RMB, before eventually stabilizing on the 25th 1.
Analysts believe the stock price was overvalued on the first day of listing, with some funds selling off at high levels to take profits 1. Dong Baojian, Chairman of Beijing Lingtongshengtai Investment Management Center, stated that "investors have been carried away by the narrative of the technological revolution" and warned that "all bubbles are ultimately destined to burst" 1. He pointed out the astonishing gap between the IPO issue price and the first-day trading performance, asserting that "at least one of the prices must be wrong" 1. Similarly, Zhang Jun, Chairman of venture capital firm Zhongou Capital, argued that the first-day performance "was not driven by optimistic prospects, but by some people trying to push up the stock price and then selling off at high levels to make a profit" 1.
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