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Odaily News Unitree Robotics today released the announcement regarding the online issuance subscription and lottery result for its initial public offering of shares on the STAR Market. The announcement disclosed that after the strategic placement adjustment, the offline issuance volume is 25,886,148 shares, accounting for approximately 80.00% of the issuance volume after deducting the final strategic placement quantity. This offline issuance adopts a proportional lock-up method, where offline investors must commit that 10% of their allocated shares (rounded up) will be subject to a lock-up period of 6 months from the date of the issuer's initial public offering and listing. Specifically, for the shares allocated to each placement object, 90% of the shares have no lock-up period and can be traded immediately upon listing on the Shanghai Stock Exchange; the remaining 10% of shares will be locked up for 6 months, with the lock-up period commencing from the date the shares are listed and traded on the Shanghai Stock Exchange.Unitree Robotics also announced that the issuer and the lead underwriter (sponsor) have scheduled the online issuance lottery drawing ceremony for the morning of August 11, 2026 (T+1 day) at Room 707, North Tower, Shanghai Securities Building, No. 528 South Pudong Road, Pudong New District, Shanghai. The results of the online lottery drawing will be announced on August 12, 2026 (T+2 day).
Odaily Odaily Bybit today announced the listing of six new US stock perpetual contracts: MARAUSDT, IONQUSDT, TSEMUSDT, BXUSDT, ZMUSDT, and APLDUSDT, supporting up to 20x leverage. To celebrate the launch, limited-time fee discounts are available: 0% maker fees and 50% discount on taker fees.Among them, MARA (Marathon Digital) is a leading Bitcoin mining company, IONQ (IonQ) is a publicly traded quantum computing firm, TSEM (Tower Semiconductor) is a specialty wafer foundry, BX (Blackstone) is the world's largest alternative asset manager, ZM (Zoom) is a video communications platform, and APLD (Applied Digital) is an AI computing and data center infrastructure company.
“White-Haired Stock God” Serenity stated on X platform that he believes the "photonics theme + continuous-wave (CW) laser bottleneck" is one of the most important investment directions in the current AI infrastructure field.Serenity pointed out that the market seems to have overlooked Lumentum's (LITE) market cap growth from about $30 billion in 2024 to over $65 billion, with the core reason being the EML laser supply bottleneck driven by NVIDIA and changes in the optical network architecture.He believes the market is currently experiencing a similar logic, where continuous-wave lasers, 1.6T optical modules, and CPO (Co-Packaged Optics) architecture have become the focus of a new round of industrial upgrades. As NVIDIA continues to sign long-term supply agreements, AMD and other cloud service providers are competing for supply chain resources for continuous-wave lasers and optical components.Serenity cited Goldman Sachs research, stating that the total addressable market (TAM) for the optical communications market could grow to $154 billion by 2028, while the CPO market size is expected to surge from nearly zero to $91 billion within the next two and a half years.He stated that companies including Applied Optoelectronics (AAOI), SIVE, and other continuous-wave laser-related enterprises all hold strategic value, and believes the market may once again replicate the investment opportunities brought by the EML laser supply crunch. He is currently focusing on related assets in the continuous-wave laser supply chain, such as SOI, Tower Semiconductor (TSEM), and SIVE.