原标题:一场脱口秀带火ST洲际!股民这么好忽悠吗?
摘要: 今天涨了
撰文|蜜姐 刚刚过去的假期,一场几分钟的脱口秀表演,带火了一只股票,网友们戏称A股首支“脱口秀概念股”诞生。让人始料未及的是,原本以为是闹剧,但今天因为脱口秀节目上热搜的ST洲际,居然一度涨停了。

Unitree Robotics' humanoid robot is displayed at the 14th China Information Technology Expo in Shenzhen, South China's Guangdong Province, on April 10, 2026. Photo: VCG
With just one day to go before Chinese humanoid robotics pioneer Unitree Robotics opens subscriptions for its initial public offering (IPO) on Shanghai's STAR Market, investor attention has extended far beyond the company itself, highlighting a broader capital-market rush into embodied intelligence as the sector moves from technological breakthroughs toward commercialization.
As of press time, discussions surrounding the IPO have pushed the topic to the top of trending lists across multiple stock trading platforms. The debate has focused on Unitree Robotics' disclosed short-term financial performance, as well as the potential opportunities for investors from China's policy push to include embodied intelligence and humanoid robots among key areas of medium- and long-term technology and industrial development.
Experts said the wave of IPOs among robotics companies, including Unitree Robotics, represents a shift that allows robot makers to engage more directly with public markets and investors. It also brings companies at different stages of development and pursuing different technological paths into a common valuation framework, promoting market comparisons and competition.
At the same time, the capital-market boom is likely to accelerate a shakeout, separating companies capable of building sustainable business models from those that struggle to turn technological advances into commercial returns.
On Thursday, Unitree Robotics released its announcement on the IPO of shares and listing on the STAR Market. According to the announcement, the offering price was set at 150.80 yuan per share, valuing the company at approximately 61 billion yuan ($9.04 billion) upon listing.
Secondary-market professionals told the Global Times that demand for Unitree Robotics' IPO subscription could be extremely high, meaning the chances of individual investors securing shares are likely to be very limited.
Robotics is currently one of the few categories that can translate AI capabilities into tangible assets with relatively comparable valuation metrics, creating a unique advantage in valuation narratives. This scarcity is one of the key factors drawing the attention of both large and small investors, Tian Feng, former dean of SenseTime's Intelligence Industry Research Institute, told the Global Times on Sunday.
Unlike large language model companies, whose capabilities are often assessed through benchmarks and demonstrations that are difficult for ordinary secondary-market investors to directly evaluate, robots offer visible and verifiable evidence through tasks such as grasping, walking and dexterous manipulation, Tian said. This tangible demonstration of "embodied" intelligence naturally creates a valuation premium in market narratives, he added.
Tian cautioned that extreme subscription figures, such as RobotHoenix's 14,855-fold oversubscription on its listing and LDRobot's 127.62 percent first-day share price surge, were driven by a combination of institutional advantages and sector scarcity rather than serving as evidence of the commercial validation of robotics products. He noted that there is no direct correlation between oversubscription multiples and the certainty of product deliveries or commercialization prospects.
Beyond Unitree Robotics, a broader financing boom in China's robotics industry has also gained significant momentum, with the Hong Kong Stock Exchange emerging as the main battleground for this latest IPO wave.
Citing industry data provider Wind, the China STAR Market reported that five robotics-related companies have gone public in Hong Kong so far in 2026. Meanwhile, 51 companies with businesses spanning industrial robots, service robots and embodied intelligence solutions are currently in the IPO pipeline in Hong Kong, accounting for 12.7 percent of all companies awaiting listing.
According to data from IT industry research platform ITjuzi.com, financing in China's embodied intelligence sector totaled 93.5 billion yuan in the first half of 2026, surpassing 90 billion yuan and marking a fivefold increase from the same period in 2025. The number of financing deals reached 322, up 137 percent year-on-year.
Tian said that while policy support and clearer commercialization pathways are boosting confidence in the sector, the latest IPO wave should also be viewed through a more cautious lens. The surge comes partly as the primary market's ability to continue funding embodied intelligence companies faces limits, prompting firms to seek new liquidity channels through public markets, rather than solely reflecting a dramatic leap in industrial maturity.
As emerging technology sectors increasingly become the focus of public attention, more objective and professional analysis is also needed to help investors assess companies' technological capabilities, commercialization prospects and long-term value, rather than simply following market enthusiasm, Chinese experts noted.
。截至今天(9月13日)收盘,当天涨了1.2%,收于2.53元/股。事情的起因要从9月11日说起。

B | 当天的《脱口秀大会》节目中,一位名为House的脱口秀演员House讲述了自己及家人的炒股经历。这个节目播出后引发了很多投资者的共鸣,比如,House开场提及的自己出生于一个“投资世家”,他父亲在他6岁的时候辞职后,全职炒股,结果是不是吊胃口的富可敌国,而是家里“起码有那么点资不抵债”。接下来就是影响此次ST洲际的,一段House说自己的炒股经历。概括来说,就是House称自己在银行工作了3年,获得了12万的积蓄,之后裸辞炒股。而自己买的第一只股票就大涨:第一天赚了3000元,第二天赚了5000元。客观来说,House的这次节目能火,在于他以夸张又合情理地方式描述出了散户投资者的心态。比如,在两天赚了8000块之后,不认为这是运气,而是今后人生的常态。经历过2019—至今行情的投资者,对此感受恐怕颇深。彼时,“吃药喝酒”行情大好,明星基金经理层出不穷,如今常被指业绩不佳的易方达的张坤,甚至有不少投资者用追星的方式来追他,到处主动为其宣传,形成“饭圈”。

C | 但现实是残酷的,House称自己后来亏损严重,甚至投入的12万元只剩下了两万五。

D | 经历了这些之后,他发现自己“不是追求高风险高回报的进取型投资者,我是那种既想要高回报同时又不接受本金出现任何损失的散户”。即便如此,作为散户的他还是不想止损,而只喜欢“梭哈”。

E | 从演出效果来看是相当成功的,House把普通投资者追涨杀跌的心理展示得淋淋尽致。但在节目中,他直接报出了投资的股票ST洲际的代号,没想到这只股票意外走红。发现舆论发酵后,脱口秀演员对此进行了澄清,称自己和家人目前并没有持有这支股票,也没有计划要投资。而ST洲际更是直接发布了澄清公告,称“公司生产经营未发生重大变化”。戏剧性的是,ST在9月13日开盘后一度涨停,从娱乐到真实的投资市场,有网友不仅发出概括:“股民这么好忽悠吗?” 公开报道中,有媒体引用了法律人士的观点,认为作为公众人物和公开演出,公布了具体的投资标的,应该不得编造、传播虚假信息或者误导性信息,扰乱证券市场。这次的事件虽然让人很意外,毕竟是讲亏钱的投资经历,居然也能让个股上涨,但也很具有教育意义。一方面,对于公开的节目或者公众人物会注意规避提及具体的个股,尤其是涉及可能是虚构创造的。另一方面,对于投资者和大众来说,也见识了“认识”的力量,被知道、被看见就可能被追捧,这种反常识的“韭菜”行为值得警惕。

F | 同时,但自己投资某家公司赚了一笔,或者一段时间内投资赚钱了,有点飘,甚至想全职炒股的时候,不妨再去看看这场脱口秀表演。两天赚8000块,就想着要实现自己人生的终极目标:“买它一套两室一厅”,得出“巴菲特就这么回事”的结论虽然都是段子,也是多少普通投资者赚钱后的心理写照。版权声明:本文系闺蜜财经创作,未经授权,禁止转载!如需转载,请获取授权。另,授权转载时还请在文初注明出处和作者,谢谢! 欢迎关注“闺蜜财经”:闺蜜看财经,发现财富守护爱返回搜狐,查看更多责任编辑: