很高兴可以来机器人公_老虎社区_美港股上老虎 - 老虎社区

Conan的投资笔记

很高兴可以来机器人公司宇树科技的投资方，北京首钢孵化的机器人投资公司首程控股调研[得意]，团队最早就是早年首钢基金的年轻人班底。
我早年刚毕业开始做股票投资时，经常调研北京国企，特别是离金融街近的，专找离家近的调研，就那国企多[得意]。首程控股是我见过最好的国企之一了，他优秀体现在可以把国企的规模优势和民营化决策机制良好的混合。就类似一个黑人足球运动员的身体同时又结合了一定西班牙足球运动员那种技术，在对局中是非常有压迫感的。
$首程控股(00697)$

4月首日胜率100%！打新热潮继续

2026年4月，港股IPO市场依旧活力十足，共有8只新股成功上市，尽管较3月上市15家的数量有减少，但所有新股上市首日均强势上涨，平均升幅高达138.3%，曦智科技-P以383.6%的升幅成功登顶，也是今年首日涨幅最高的新股；$商米科技-W (06810.HK)$首日收涨241.11%排涨幅榜第二；$思格新能 (06656.HK)$首日收涨近112%。目前，天星医疗结束申购，将于5月5日正式上市；可孚医疗、乐动机器人正在开启申购。【大家打新战况如何？5月热潮能否持续？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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HaydenBruce
04-21
HaydenBruce
调研挺详细的，首程控股这背景确实有意思。

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