梅卡曼德:具身叙事之下,一场30倍PS估值的现实拷问

同花顺
Sep 29

资本市场永远偏爱下一个宏大故事。2026年9月1日,梅卡曼德(09615)以“具身智能眼脑手第一股”登陆港交所,3835倍超额认购刷新港股机器人IPO纪录。然而,上市前3835倍的超额认购热度,与上市后股价承压的反差,撕开了一层资本叙事的面纱。截至9月28日收盘,其股价报79.5港元,较发行价(101.7港元)折价超21%。一边是3835倍超额认购的资本狂热,一边是上市后持续下跌的市场冷遇。这道...

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