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$BOT · 海外大V持仓追踪

AI 把海外大 V 的公开帖整理成中文：$BOT 被累计提及 4 次，本周态度 未表态，金融。数据每日更新。

$BOT 现在是什么情况？

所属板块金融
本周态度未表态
今日态度未表态
累计提及4 次
近7/28/90日提及0 / 0 / 0
最新价USD 31.67（2026-08-14）
今日 / 本周涨幅0.0% / +10.5%
首次提及以来涨幅+24.7%
首次 / 最近提及2026-05-12 → 2026-05-20

最近有人说了 $BOT 什么？

下面是最近 4 条提及 $BOT 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

  • 2026-05-20中性原文
    I'm not sure how anyone thought it was a good idea to buy $145m worth of illiquid assets in $BOT that frequently trade under NAV. For $750M MC. Even after the 37% drop, it's still ~$490M MC. On top of that, people are buying into a $2,000,000,000 effective ATM that's slow dripping via a equity facility. Retail not only gave: > Exit liquidity. > But exit liquidity at massively inflated valuations > While wealth transferring whatever you buy over after the effective ATM got filed. Maybe the fund had good intentions, but at current valuations: If you are a retail investor, you're basically playing pyramid hot potato with the float.
    查看原帖 →
  • 2026-05-19看多原文
    $BOT is still trading at 4x NAV. With a $2,000,000,000 effective ATM. Even after the 21% drop. So now it’s ~$600M MC, off $146M in private assets. Then off those assets, they own ~$37M of Figure. Which you’re essentially buying at $160B valuations while the leading humanoid maker in Unitree is IPOing at $6B. So just because a $146m private fund went public doesn’t mean there should be a multi-billion dollar retail wealth transfer? Maybe the fund had good intentions? But idk after the $2B equity financing facility, that move just seems predatory when there’s already a valuation NAV disconnect.
    查看原帖 →
  • 2026-05-17中性原文
    $BOT is the biggest red flag. NAV is $7.34/share. The stock is now trading at $37.92. You are basically buying Figure at $200B+ while it’s valued at $39B. Buying the company is just trading pyramid float dynamics off other retail. Not the appreciation or underlying fundamentals. To make matters worse: There’s $2B dilution as valuation arbitrage as you all get diluted to oblivion. I got a lot of fund managers dming influencers like myself about it but in reality: Retail just looks like exit liquidity.
    查看原帖 →
  • 2026-05-12中性原文
    Here's the humanoid exposure crowdsourced list: - $OUST - Rainbow Robotics (277810) - $AMBA - Ubtech Robotics - $MKA - Nextronics - $SYM - Harmonic Drive (6324) - $VPG - Beijing Geekplus - $MBLY - $ARBE - Nabtesco (6268) - $SERV - $HSYDF - Robotstrategy - $ZBRA - $CATL - $ABB - $BOT - Unitree (not public yet) - $LSCC - Esunny Robot (300024) - $NOVT - $RR - $PDY - Hesai (2525) - $SHA.DE - $XBOT - $XPEV - $BAM - $ALNT - 6268.T - $AMBQ - $ATOM - $MRAM - $ISRG - $HLIT - Robosense (2498) - $HG - $ACUVI - $CGNX - $KLIC - $BSL - $AEVA - $AUR - $CTH.V - $IMSR - $NEO - $KDK - $MRLN - $KITT - $INDI - $NOVT Off the top of my head: Harmonic Drive, $OUST, $BOT, $VPG, $MBLY, and Ubtech showed up the most. Will start doing DD into mentions.
    查看原帖 →

去哪看 $BOT 的完整时间线？

全部提及推文的中文时间线、每日推演、博主多空表态筛选，在 Serenity 持仓雷达里查看。相关工具：卡点猎手研究方法 · 策略回测器 · 催化剂雷达 · 深度长文。

进入持仓雷达，看 $BOT 完整动态 →

常见问题

$BOT 为什么会出现在 AI 供应链追踪名单里？

$BOT 出现在 Serenity 持仓雷达里，是因为它被我们追踪的海外 AI 供应链博主公开提及过，累计 4 次，归类在「金融」板块。首次提及时间是 2026-05-12。

海外大 V 最近怎么看 $BOT？

最近 7 天 $BOT 被提及 0 次，本周的整体态度是「未表态」。这是对公开帖文的统计与翻译，不是我们自己的推荐。

$BOT 从被提及到现在涨了多少？

从首次被提及（2026-05-12）到最新收盘，$BOT 的区间涨幅是 24.7%。这只是价格统计，不代表任何人的实际收益。

$BOT 这一页的数据多久更新一次？

每天更新一次。个股的提及次数、态度、涨幅、A 股映射都跟着当日的公开帖文和收盘价重算，页面底部的更新时间就是最后一次重建的日期。

Serenity 持仓雷达对 $BOT 的看法算投资建议吗？

不是。Serenity 持仓雷达只做公开信息的整理、翻译和统计，不提供投资建议、不代客理财、不推荐买卖。所有判断和后果由你自己承担。

本工具仅做公开信息整理，不构成任何投资建议。数据更新于 2026-09-04。