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Harmonic Drive (6324)
7 atoms · 跨 2 天 · 首见 2026-05-13 · 最近 2026-05-14
三色: 🟦 fact 1 · 🟥 take 6 · stance ▲5/▼0/◆1
来源: X 7
时态: fresh:6 · stale:1
标签: 好观点:5 · 好思考:2 · 好数字:2 · 好信源:1
叙事 (narrative) (4)
- 2026-05-14 · 人形机器人BOM占比高
Very large part of robotics/humanoid BOM value.
tags: 好观点·好思考 · → daily
- 2026-05-14 · 估值 $4B
Imo harmonic drive (6324) one of the better humanoid exposure names at $4B valuation
tags: 好数字·好观点 · → daily
value: qty=$4B · date=2026-05-15
- 2026-05-13 · GS research report valuation
imo harmonic drive (6324) one of the better humanoid exposure names at $4B valuation listed in GS research report.
tags: 好观点·好信源 · → daily
value: qty=$4B · date=NA
- 2026-05-14 · 观点: 西方领导者 (谐波减速器)
I do like Harmonic Drive (6324) as the Western Leader (eg. harmonic reduction gear)
tags: 好观点 · → daily
预测 (forecast) (1)
- 2026-05-13 · competitive exposure to Chinese competitors
Chinese competitors might be used for mass production.
tags: 好思考 · → daily
value: qty=NA · date=NA
立场 (position) (1)
展开 1 条老旧 / 已过期
- 2026-05-13
[老旧] · author position
Personally I picked some up for exposure.
tags: 好观点 · → daily
value: qty=NA · date=NA
事实 (fact) (1)
- 2026-05-14 · 市值
Harmonic Drive (6324) ... at ~$4.2B MC.
tags: 好数字 · → daily
value: qty=$4.2B · date=2026-05-15
时间轴 (近 20)
- 2026-05-14 ·
fact · 市值 · → daily
- 2026-05-14 ·
narrative · 观点: 西方领导者 (谐波减速器) · → daily
- 2026-05-14 ·
narrative · 人形机器人BOM占比高 · → daily
- 2026-05-14 ·
narrative · 估值 $4B · → daily
- 2026-05-13 ·
narrative · GS research report valuation · → daily
- 2026-05-13 ·
position · author position · → daily
- 2026-05-13 ·
forecast · competitive exposure to Chinese competitors · → daily
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