🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 05-15 10:41:09时区推断·⟳ 抓取 06-03 18:19:54回填·⚡ 决策 06-17 02:23:22·132.7 天前
KOL发帖看好人形机器人减速器供应链及TSLA Optimus概念
📄 原文Serenity↗ 原文
I do like Harmonic Drive (6324) as the Western Leader (eg. harmonic reduction gear) at ~$4.2B MC. Very large part of ro…
不做 TSLA.US
纯KOL个人观点抒发与旧逻辑重炒，无新基本面催化剂；TSLA市值巨大，对Optimus供应链的明牌逻辑完全免疫，无预期差与交易edge。
不做 688017.SH
KOL个人偏好提及，绿的谐波作为人形机器人减速器标的已是市场明牌，无新订单或业绩催化剂，缺乏预期差。
不做 002050.SZ
KOL提及三花智控可能用于TSLA Optimus，属旧逻辑重炒，无新定点或量产数据证实，缺乏交易edge。
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展开原文 · 502 字
I do like Harmonic Drive (6324) as the Western Leader (eg. harmonic reduction gear) at ~$4.2B MC.
Very large part of robotics/humanoid BOM value.
I actually like Leader Drive more (since it's cheaper for mass production, covers more parts). And maybe Sanhua for $TSLA Optimus.
But prefer to advance Western supply chains with my capital over ones in China.
It's not just profiting off markets, but what you want to get accomplished as well (helping advance US supply chains and Robotics leaders).
Very large part of robotics/humanoid BOM value.
I actually like Leader Drive more (since it's cheaper for mass production, covers more parts). And maybe Sanhua for $TSLA Optimus.
But prefer to advance Western supply chains with my capital over ones in China.
It's not just profiting off markets, but what you want to get accomplished as well (helping advance US supply chains and Robotics leaders).
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