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TechFlow 深潮｜APP 已上线

@TechFlowPost

宇树科技即将在科创板上市，招股书目标估值约 420 亿元（58–62 亿美元），将于 8 月 10 日开启网下申购。 Hyperliquid 上，其 IPO 前永续合约报价已折合市值 300 亿美元，相较官方发行目标有近 5 倍溢价。与此同时，美国 FCC 宣布禁止进口外国 AI 人形机器人，理由是防范传感器采集敏感数据与远程操控等安全风险。由于中国厂商在市场中占比较高，受影响最为直接。资金端对具身智能的硬件落地给出了高溢价，而监管端则出于数据与安全考量对物理终端开始设防。 AI 的竞争，正在从软件和算法，逐步延伸到物理世界的硬件终端。

9:21 AM · Aug 4, 2026 · 7.4K Views

4 Reposts 20 Likes 3 Bookmarks

9 replies collected of 16 X reports

EthereumOracle @MrDunkMan12 · Aug 4

@TechFlowPost x.com/i/grok/share/a8a3db50e0b…

black @heiwushiJ · Aug 4 11K

@TechFlowPost Game Theory

original · ja

@TechFlowPost 博弈博弈

Bit米一刀 @facaigk888 · Aug 4

@TechFlowPost Its market value has already been inflated by contracts before it even went public; when it actually lists, people will be completely dumbfounded.

original · zh

@TechFlowPost 还没上市市值先被合约炒上天，等真正挂牌直接原地傻眼

SilkDAO @SilkDAO_RWA · Aug 4

@TechFlowPost The issuance target is 5.8 to 6.2 billion, while the on-chain perpetual issuance is directly quoted at 30 billion. This nearly 5-fold price difference is quite striking.

original · zh

@TechFlowPost 发行目标58到62亿，链上永续直接报300亿，这个近5倍差价挺有画面。

K-Line @Maddere7 · Aug 4 10K

@TechFlowPost 30 billion versus 42 billion – this premium is driving up the speed at which robots are entering homes, but the FCC's ban directly locks down physical terminals. This battle between the two sides is truly surreal.

original · zh

@TechFlowPost 300亿对420亿，这溢价炒的是机器人进家门的速度，可FCC那禁令直接给物理终端上了锁，两边打架真魔幻