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- English · 原文Yep! Agility Robotics is currently my favorite humanoid/robotics position. They're set to be listed on NASDAQ via $CCXI as early as September (per Digitimes). Just for informational purposes: Their V4 humanoid robot is already operating in sites like Amazon. And have V5 slated for mass production next year (they have a 10,000+ /year capacity). Investors include Foxconn, $NVDA, $AMZN, Softbank, and now Serenity. I've been personally waiting for humanoid exposure for awhile (Agility is set to be the first US pure-play listed one) to the point I was actually planning on investing in Unitree's IPO. But I'm glad now I personally have a compelling alternative now since I prefer to invest capital to build up Made in America supply chains (75% of their components are US-sourced from investor desks). There are risks assigned to SPACs such as listing delays, or cancellation. But excited to see what happens next with developments. I do hope this encourages other frontier companies to go public early on.中文 · 翻译好的!Agility Robotics 目前是我最看好的人形机器人/机器人领域的持仓。 他们最早可能在九月通过 $CCXI 在纳斯达克上市(据 Digitimes 报道)。 只是提供信息:他们的人形机器人 V4 已经在亚马逊等地方投入运营。而 V5 计划明年量产(他们有每年超过 10,000 台的产能)。 投资者包括富士康、$NVDA、$AMZN、软银,现在又多了 Serenity。 我个人等人形机器人概念股很久了(Agility 将会是第一家在美国上市的纯人形机器人公司),甚至一度计划投资宇树科技的 IPO。 但我很高兴现在我个人有了一个很有吸引力的替代选择,因为我更喜欢把资金投向建立“美国制造”的供应链(他们 75% 的零部件都来自投资者的美国采购)。 SPAC 会有上市延迟或取消的风险。但我很期待看到后续的发展。 我确实希望这能鼓励其他前沿公司尽早上市。