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被反超！宇树科技跌至全球人形机器人市值榜第二_我的网站

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一 | “It’s Independence Day. So let’s talk about what’s going on in America. Freedom is under attack in your state. Republican leaders, they’re banning books— making it harder to vote, restricting speech in classrooms, even criminalizing women and doctors. I urge all of you living in Florida to join the fight, or join us in California, where we still believe in freedom,” says Newsom in his attack ad.,“Freedom of speech. Freedom to choose. Freedom from hate. And the freedom to love. Don’t let them take your freedom,” says Newsom, firmly pointing at the camera.,We’re about to celebrate Independence Day -- but Freedom is under attack by Republican leaders in states like Florida.Banning books.Restricting speech.Making it harder to vote.Criminalizing women and doctors. It’s time to stand up. Don’t let them take your freedom. pic.twitter.com/cFI5UzgZzX— Gavin Newsom (@GavinNewsom) July 3, 2022,Newsom has gained ground across the country as a potential pick for the Democratic party’s presidential nominee in 2024. President Joe Biden’s polls are falling fast (58% of Americans disapprove of the president, according to Reuters) and his age (79 years old) makes him the oldest sitting president ever, with his predecessor former President Donald Trump taking second place in that category.,Vice President Kamala Harris is also falling behind in her approval ratings, with 52% of Americans disapproving of the first female, Black, and South Asian American vice president, according to data from June 28. Harris’ favorability among Americans is actually less than former Vice President Mike Pence’s ratings during the same period of time in office.,DeSantis Advises Migrants Escorted to Washington DC: 'Do Not Come' to Florida14 April, 17:35 GMT,Prior to the 30-second attack ad against DeSantis on Fox News, Newsom, 54, had said he has no interest in running for president. Back in May he plainly stated he had “sub-zero interest” in running for the 2024 presidential election during a San Francisco Chronicle interview.,It’s also possible that the $100,000 in political commercials Newsom has bought to run on Floridians’ television screens may just be another itch to scratch in criticizing the GOP and their policies. While facing a recall election in 2021, Newsom used the slogan “Don’t DeSantis My California” as a dig at DeSantis, whose own campaign slogan read, “Don’t Fauci My Florida,” referring to Dr. Anthony Fauci, the chief medical advisor to the president.,Newsom had also backed new gun control legislation in the state of California, with the state now allowing victims of deadly shootings to prosecute gun manufacturers. That law was modeled after the Texas Heartbeat Act of 2021, which allows private citizens to sue doctors and women’s healthcare organizations. At the time of the bill’s passage, Newsom said it would expose the U.S. Supreme Court—and its conservative majority’s—hypocrisy or else “get them to reconsider the absurdity of their previous decision,” referring to the Texas Heartbeat Act.,Gavin Newsom: California to Model Gun Control Measures Based on Texas Abortion Law12 December 2021, 12:41 GMT,Some political analysts are adding that Newsom’s recall win has given him the confidence to consider running for the White House. His fresh voice may also give him better favorability numbers against better recognized opponents such as Biden. Newsom’s youth and critical take on conservative policies stand in sharp contrast to Biden and could make him a frontrunner amongst Democratic voters.,“Gavin Newsom had to know that this would signal that people would interpret or misinterpret his actions as presidential campaign ambitions,” said James Taylor, USF’s Political Science professor on Newsom’s political attack ad, which criticizes controversial Florida laws such as the Parental Rights in Education law, better known colloquially as the “Don’t Say Gay” law.,“After the recall, Newsom got stronger, and I suggested off the bat that it strengthened his position to run for national office,” Taylor adds.,Larry Gerston, an NBC Bay Area Political Analyst, says Newsom is getting ahead of the game by targeting the strongest potential Republican candidates. DeSantis is trailing Trump in favorability polls amongst Republican voters, and former Vice President Pence appears unafraid to run against his former boss.,“Gavin Newsom has made it a point to extend his presence on national issues,” he said. “And position himself, so that if for some reason Biden doesn’t run, and if Harris falters, there is Newsom,” he said.。 K图 688836_0 　　截至8月24日收盘，宇树科技下跌10.31%，报603.08元/股，总市值为2439亿元人民币，以此计算，其市值被海外机器人独角兽Figure AI以约2691亿元人民币（390亿美元）反超。
　　截至上周五，宇树科技收报672.41元/股，总市值为2716亿元人民币。　　此前，海外机器人网站RobotHub于2026年8月20日更新的全球人形机器人估值排行榜显示，不包括宇树科技在内，Figure AI以最高披露估值2691亿元人民币（约390亿美元）位居榜首，德国NEURA Robotics以483亿元人民币位列第二，其后是Apptronik（379.5亿元人民币）、银河通用（207亿元人民币）、自变量机器人（200.1亿元人民币）、智平方（200.1亿元人民币）等。1X Technology未纳入上述名单，因其100亿美元的融资估值未被核实。　　宇树科技8月19日在科创板挂牌，开盘价1100元/股，较150.80元/股的发行价上涨629.44%，一度登顶全球人形机器人初创企业市值榜首。　　榜单前二十名中，中国厂商占据13席，但在估值绝对值上与美国头部企业差距悬殊：Figure AI一家估值相当于榜单上第3至第11名总和（该榜单统计以宇树一级市场估值约414亿元人民币为准）。　　值得注意的是，人形机器人的出货量与估值并不完全挂钩。　　德意志银行数据显示，2025年Figure AI与Agility Robotics的人形机器人出货量均约为150台，同期宇树科技约5500台、智元约5100台。据此测算，Figure AI出货量仅为宇树的约1/36，但C轮融资后其估值达390亿美元，是宇树科创板IPO市值的1.1倍以上。　　按2025年人形机器人出货量折算单台估值，Figure AI高达2.6亿美元，宇树科技约为4500万元人民币。　　对于宇树科技上市后市值接连下跌的情况，市场观点集中指向一级与二级定价体系的错配，以及硬件企业与具身智能企业之间的估值差异。　　德意志银行则分析指出，拥有模型能力的公司通常能够获得更高估值，美国和欧洲人形机器人公司的估值普遍高于中国同行。　　据悉，Figure AI在2025年9月完成C轮融资，筹集超过10亿美元，投后估值跃升至390亿美元，投资方包括英伟达、微软、OpenAI创业基金、英特尔资本等。　　此前Figure AI与宝马合作在斯帕坦堡工厂部署机器人，采用“机器人即服务”（RaaS）模式按小时收费。

二 | 华尔街将其类比为SaaS公司，并绕开了“出货”逻辑，这种将具身智能转化为收入的模式为机器人企业提供了新的定价逻辑。　　同样，包括宇树在内的中国机器人厂商也将具身智能作为夯实公司技术底座的核心方向之一。例如，宇树科技将IPO募集资金中的20.22亿元投向“智能机器人模型研发项目”，战略意图是实现从硬件制造商向大脑驱动的具身智能企业转型。