SIASUN(SZ:300024) Xin Lang Cai Jing·2025-12-31 13:19Core Viewpoint - The debate over the artificial intelligence bubble has become a hot topic in the tech industry, with the robot KOID providing a neutral perspective on whether the current AI trend will lead to a bubble or a transformative wave [2][6]. Company Overview - KOID is a humanoid robot developed by Unitree Technology, featuring a sleek design with a black metal body and a distinctive light ring on its face [2][6]. - KOID belongs to the G1 series and weighs approximately 34.9 kg, equipped with 23 degrees of freedom, allowing it to perform various movements such as dancing and boxing [2][6]. Market Position - KOID is available for purchase on the RoboStore platform, with prices ranging from $8,990 to $128,900 [2][6]. - The CEO of RoboStore, Teddy Haggerty, noted that the robot industry is still in the "prototype exploration" phase, with ongoing efforts to identify practical applications for robots in daily life [3][7]. Future Outlook - KOID expressed confidence in the future of robots, suggesting they will become more versatile and integrated into everyday life, serving roles from household assistants to industrial applications [8]. - The humanoid robot sector has seen increased competition, with companies like Boston Dynamics and Agility Robotics entering the market, while Tesla's Optimus robot has garnered significant attention [8]. - Unitree Technology is planning an initial public offering (IPO) with a potential valuation of up to $7 billion and has recently launched its latest H2 series humanoid robot [4][8].