
Odaily星球日报讯 “A 股人形机器人第一股”宇树科技(688836.SH)IPO 申购受到市场高度关注。公司此次发行市盈率达 219.23 倍,显著高于行业平均约 38.56 倍,网下询价环节有效申购倍数突破 2618 倍。
此外,一级市场投资者已获得可观回报。变量资本在 2018 年仅投入 209 万元,如今的回报倍数已飙升至 174 倍以上;红杉中国历年累计注资约 1.02 亿元,若按发行价估算,其持股市值已逼近 30 亿元。美团系通过多个投资主体合计持有 9.65%的股份,账面浮盈超过 36 亿元。
不过,与一级市场的高回报形成对比的是,二级市场投资者将面对高估值与有限流通筹码的博弈。本次宇树科技公开发行股份约 4044 万股,其中网上初始发行比例仅约 16%,其余股份主要通过战略配售和网下询价方式向机构投资者配售。按发行后约 4.04 亿股总股本计算,上市首日可流通股份约 2977 万股,占总股本约 7.36%,超九成股份处于锁定状态。
目前,宇树科技尚未公布具体上市日期。按照科创板新股发行流程,公司最快有望于 8 月中旬正式挂牌交易。(腾讯科技)
Odaily News: JPMorgan raised its year-end 2026 S&P 500 target to 8,000 points, up from 7,800 points. (Jinshi)
Odaily News: Crypto analyst Murphy stated that Bitcoin chip concentration has risen to 14.8%, approaching historical high-risk levels. Chip concentration alone cannot determine the future direction of BTC prices, but historical data suggests that when the curve begins to turn, if BTC prices have been rising previously, the probability of continued upward movement is higher; conversely, the probability of continued downward movement is higher.
Currently, this indicator is still in an upward phase, so the direction of the next price swing cannot yet be determined. However, market data shows that as chip concentration continues to rise, potential volatility risks are accumulating, and the BTC market may face larger price fluctuations.
Odaily News Monday morning, multiple LOFs that had previously traded at high premiums saw a synchronized pullback. Among them, Global Chip LOF hit the limit-down, yet its premium remained elevated at 18%; SDIC Silver LOF plunged more than 8% during intraday trading, with its premium rate also exceeding 18%.
The market volatility may stem from a major regulatory proposal released over the weekend. The Shanghai and Shenzhen stock exchanges jointly issued a draft for public comment on new LOF delisting rules, specifying two types of mandatory delisting scenarios. This precisely targets long-standing market ailments in on-exchange LOFs, including speculative trading at high premiums, liquidity drains in mini funds, and price manipulation vulnerabilities. A public fund practitioner in Shanghai said in an interview that for QDII or commodity futures LOFs currently carrying high premiums, the delisting expectation could directly dampen speculative sentiment. (Yicai)
Odaily星球日报讯 韩国开发研究院(KDI)周一在其月度经济评估报告中表示:“韩国经济在半导体相关行业的带动下,呈现出更广泛改善的迹象。”KDI 补充称:“出口和设备投资在半导体行业带动下持续保持强劲增长,同时耐用品消费推动整体消费增速加快。”该机构还表示:“由于服务业保持良好发展态势、制造业出现反弹,全行业生产实现了较高增速。”
不过,KDI 指出,作为亚洲第四大经济体,韩国经济仍面临包括美国关税政策以及中东地区持续地缘政治不稳定等不确定因素。该智库还强调,韩国当前仍处于较高水平的通胀,且就业状况恶化正在对经济构成挑战。(金十)
Odaily News: According to SoSoValue data, during this week's trading days (August 3 to August 7, Eastern Time), HYPE spot ETFs recorded a net inflow of $2.8408 million.
The HYPE spot ETF with the highest net inflow this week was Bitwise ETF BHYP, with a weekly net inflow of $3.8051 million, bringing BHYP's total historical net inflow to $110 million.
The HYPE spot ETF with the highest net outflow this week was Grayscale ETF HYPG, with a weekly net outflow of $964,300, bringing HYPG's total historical net inflow to $126 million.
As of press time, the total net asset value of HYPE spot ETFs stands at $257 million, with the ETF net asset ratio (market value relative to HYPE's total market capitalization) reaching 2.13%, and the cumulative historical net inflow has reached $281 million.
Odaily News: According to SoSoValue data, during this week's trading days (August 3 to August 7, Eastern Time), XRP spot ETFs saw a net inflow of $1.0127 million.
The XRP spot ETF with the highest net inflow this week was Canary ETF XRPC, with a weekly net inflow of $1.1467 million, bringing its total historical net inflow to $468 million. This was followed by the Franklin Templeton ETF XRPZ, which saw a weekly net inflow of $561,600, bringing its total historical net inflow to $427 million.
The XRP spot ETF with the highest net outflow this week was the Bitwise XRP ETF (XRP), which saw a weekly net outflow of $695,600. Its total historical net inflow currently stands at $510 million.
As of press time, the total net asset value of XRP spot ETFs is $953 million, with the ETF net asset ratio (market cap as a percentage of XRP's total market cap) reaching 1.49%. The cumulative historical net inflow has reached $1.51 billion.
Odaily News According to SoSoValue data, during this week's trading days (August 3 to August 7, Eastern Time), the SOL spot ETF recorded a net inflow of $144,900.
The SOL spot ETF with the highest net inflow last week was Morgan Stanley's ETF MSOL, with a weekly net inflow of $1,004,400, bringing its historical total net inflow to $20,861,800.
The SOL spot ETF with the highest net outflow this week was Fidelity's ETF FSOL, with a weekly net outflow of $859,500. FSOL's historical total net inflow currently stands at $195 million.
As of press time, the total net asset value of SOL spot ETFs is $870 million, with an ETF net asset ratio (market cap as a percentage of SOL's total market cap) of 2.02%, and a historical cumulative net inflow of $1.15 billion.
Odaily News, according to SoSoValue data, during this week's trading days (August 3 to August 7, Eastern Time), Ethereum spot ETFs recorded net inflows of $245 million.
The Ethereum spot ETF with the highest net inflows this week was Blackrock's ETF ETHA, with weekly net inflows of $203 million, bringing ETHA's total historical net inflows to $11.65 billion; followed by Fidelity's ETF FETH, with weekly net inflows of $24.154 million, bringing FETH's total historical net inflows to $2.12 billion.
The Ethereum spot ETF with the highest net outflows this week was Grayscale's Ethereum Trust ETHE, with weekly net outflows of $4.7636 million, bringing ETHE's total historical net inflows to $5.35 billion.
As of press time, the total net asset value of Ethereum spot ETFs stands at $10.74 billion, with the ETF net asset ratio (market cap as a percentage of Ethereum's total market cap) at 4.65%, and cumulative historical net inflows reaching $11.46 billion.

