🐦 推特SerenityV3 · 实盘不做把握 5/10
北京时间·🕒 发布 06-27 12:49:49时区推断·⟳ 抓取 06-27 12:56:33·⚡ 决策 06-29 13:47:02 +2d00h·120.2 天前
KOL转述Agility Robotics(私有公司)投资人材料,顺带点名GOOGL/NVDA(软件合作)与RKLB(纯类比)
事件主体Agility Robotics是私有公司,不可交易;真正受益方买不到
📄 原文Serenity@aleabitoreddit↗ 原文
So just the humanoid high level so far overview from investor decks. For agility robotics: - Digit V5: can lift 50 poun…
不做 GOOGL.US
仅作为Agility的DeepMind软件合作被点名,对$4.1T市值是数量级噪音,无新鲜也无重大催化
不做 NVDA.US
Halos/IGX Thor安全集成系既有已知合作,对$4.66T市值不重大,本推文不构成催化
不做 RKLB.US
纯属作者修辞类比(火箭公司,与人形机器人零业务关联),非真实敞口;且陡峭下行-43%/20d,做多接飞刀、无空头催化,均不做
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-06-27 · 扩散 low · price-in 风险 low
关键理由
- 事件主体Agility Robotics是私有公司,不可交易;真正受益方买不到
- 被点名的GOOGL/NVDA仅为既有软件合作,对$4T+市值是数量级噪音,无新鲜催化
- RKLB纯属作者修辞类比(火箭公司,与人形机器人零业务关联),不构成主题敞口
主要风险
- 若后续Agility走向IPO/SPAC可能带动主题情绪,但当前无可交易载体
- RKLB处于陡峭下行(-43%/20d),即使有主题情绪也是逆势接飞刀
原文全文
展开原文 · 1,077 字
So just the humanoid high level so far overview from investor decks.
For agility robotics:
- Digit V5: can lift 50 pounds lift (Up 50% from v4)
- 10:1 charge ratio (2.5x higher)
- 22H battery output (+35%)
- 7.2 ft vertical reach (up 30% from v4)
(NVIDIA Halos / IGX Thor / Halos Core integration for safety specs)
Proprietary:
- Actuators, Modular end effectors, sensors, battery, control platform.
They have "Robofab" - 10k annual production robots right now and US domestic supply chains.
BOM is ~$125K but they're projecting that to go down actually to looks like ~20k? At 10k units/year.
On the software side: They're working with $GOOGL Deepmind + $NVDA for initial intelligence/reasoning intents. Then trained models for task execution, multi-humanoid coordination is done by Agility.
Normally you'd expect these humanoid companies to be mostly hype/precommercial.
But it's extremely impressive they have mass production setup + early stage commercial validation. Kinda reminds me of the humanoid version of $RKLB (like early success with reusable rockets).
For agility robotics:
- Digit V5: can lift 50 pounds lift (Up 50% from v4)
- 10:1 charge ratio (2.5x higher)
- 22H battery output (+35%)
- 7.2 ft vertical reach (up 30% from v4)
(NVIDIA Halos / IGX Thor / Halos Core integration for safety specs)
Proprietary:
- Actuators, Modular end effectors, sensors, battery, control platform.
They have "Robofab" - 10k annual production robots right now and US domestic supply chains.
BOM is ~$125K but they're projecting that to go down actually to looks like ~20k? At 10k units/year.
On the software side: They're working with $GOOGL Deepmind + $NVDA for initial intelligence/reasoning intents. Then trained models for task execution, multi-humanoid coordination is done by Agility.
Normally you'd expect these humanoid companies to be mostly hype/precommercial.
But it's extremely impressive they have mass production setup + early stage commercial validation. Kinda reminds me of the humanoid version of $RKLB (like early success with reusable rockets).
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