🐦 推特SerenityCodex · 实盘观望把握 3/10
北京时间·🕒 发布 00:34:58时区推断·⟳ 抓取 00:37:47·⚡ 决策 07-01 00:44:20 +6m33s·118.8 天前
Serenity称Agility Robotics拟最早9月通过CCXI在纳斯达克上市
信号来自社媒转述,核心催化是Agility Robotics可能通过CCXI上市,但正文未提供原始公告、交易条款或可核验披露文件。
📄 原文Serenity@aleabitoreddit↗ 原文
Yep! Agility Robotics is currently my favorite humanoid/robotics position. They're set to be listed on NASDAQ via $CCXI…
观望 CCXI.US
只有社媒转述且无正式披露,CCXI.US短线已大涨,price-in风险高,缺少足够确定性支持ENTER。
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:price-in 风险 high
关键理由
- 信号来自社媒转述,核心催化是Agility Robotics可能通过CCXI上市,但正文未提供原始公告、交易条款或可核验披露文件。
- CCXI.US已有显著短线反应,5日上涨61.5%、20日上涨64.5%,且距60日高仅-3.7%,追高的price-in风险高。
- 事件本身仍有SPAC上市延迟或取消风险,且dossier无历史先例与确定性增量边际。
主要风险
- 传闻或媒体转述不等于正式交易公告。
- SPAC交易可能延迟、改条款或取消。
- 股价短期已大幅上涨,盘中追入容易承受回撤。
原文全文
展开原文 · 1,017 字
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.
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.
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