一 | 本篇评级为★★★，主要围绕以下内容展开：
1、大块头已上市，资金最紧时刻过去了吗？
2、国内资金回暖信号还未出现，哪些赛道相当占优？
如有疑问请以音频内容为准，添加妙投小虎哥微信miaotou515，入群有机会与董小姐进一步交流。 (ECNS) -- Chinese robot makers are accelerating overseas expansion, with logistics robots becoming common in warehouses and other business settings abroad. At Geek+’s global manufacturing headquarters in Hefei, Anhui Province, dozens of robots are undergoing final tests before shipment to Europe. Administrative manager Lyu Yan said more than 70% of the company’s products are exported, covering over 40 countries and regions. Equipped with self-developed intelligent scheduling systems, the robots transform warehouse logistics from a "person-to-goods" model to a "goods-to-person" model, improving efficiency and reducing errors during peak shopping seasons. Geek+ robots are now used in retail, automotive, electronics and catering. More Chinese robot companies are expanding abroad. Hefei-based Zerith recently completed its first overseas shipment, sending three wheeled humanoid robots to Malaysia; Unitree Robotics reported overseas revenue of 732 million yuan ($102 million) in 2025, accounting for 43.65% of its total revenue. Customs data show China exported 10.38 million robots worth 19.99 billion yuan in the first five months of 2026 to more than 150 countries and regions. (By Helen Mo, intern Liu Shuangjing) 
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新闻解读评级说明：五星重磅，四星重要，三星级以下大家选择听。
1、大块头已上市，资金最紧时刻过去了吗？
人类历史上排行第一的大富翁正式诞生了。随着美国太空探索公司SpaceX于6月12日正式上市，首日股价上涨约20%，市值达到2万亿美元。创始人马斯克个人身家正式超过1万亿美元。若将其视为一个国家，他的财富在全球可排进前20，甚至超过了瑞士和波兰等国的年度GDP。
除创始人外，SpaceX还同时创造了约400名亿万富翁及更多的百万富翁。这一巨无霸上市除了让大众惊叹外，对个人投资者意味着什么？此前市场较为担忧的是：巨无霸降临后市场能否承接，即流动性短暂被抽离可能造成的抛压。
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