以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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LeaderDrive (688017)
9 atoms · 跨 3 天 · 首见 2026-06-07 · 最近 2026-06-17
三色: 🟦 fact 3 · 🟥 take 6 · stance ▲8/▼0/◆0
来源: X 9
时态: fresh:7 · stale:1 · aging:1
标签: 好观点:5 · 好数字:2 · 好信源:1 · 好思考:1
叙事 (narrative) (2)
- 2026-06-08 · 当前市盈率高系误解前瞻增长所致
look at current P/E ratios and say it's high; a lot of it is misunderstanding comes from not looking at forward growth
tags: 好思考 · → daily
- 2026-06-07 · 全球供应链地位
Chinese companies like 688017 hold a dominant position over low-cost, mass production as humanoids scale up
tags: 好观点 · → daily
value: direction=dominant
预测 (forecast) (1)
- 2026-06-08 · 可能捕获高组件价值成本
likely capturing high component value costs like planetary roller screws of each humanoid produced
tags: 好观点 · → daily
立场 (position) (2)
- 2026-06-17
[老化中] · 长期看多该股
I would personally long LeaderDrive (688017) if I were in China!
tags: 好观点 · → daily
value: qty=na · date=na
展开 1 条老旧 / 已过期
- 2026-06-07
[老旧] · 长期估值判断
I do believe Leaderdrive’s position is very undervalued long term (next few years)
tags: 好观点 · → daily
value: date=next few years · direction=undervalued
事实 (fact) (4)
- 2026-06-08 · 被高盛研究标记为高技术壁垒公司
Goldman Sachs Research flags LeaderDrive many times as a company with high technology barriers (eg. harmonic reduction gear)
tags: 好信源 · → daily
- 2026-06-08 · 市值
current $10.65B MC would look very tiny in hindsight of LeaderDrive's market capture of the overall robotics market
tags: 好数字 · → daily
value: qty=$10.65B · date=2026-06-08
- 2026-06-08 · 股价
最新股价: 436.08 CNY; 今日涨幅: +10.96%
tags: 好数字 · → daily
value: qty=436.08 CNY · date=2026-06-08
- 2026-06-08 · 覆盖多组件、高进入壁垒、低成本规模生产能力
1. Many different components, with high barrier to entry 2. High BOM of each humanoid made 3. Mass production capability at low cost
tags: 好观点 · → daily
时间轴 (近 20)
- 2026-06-17 ·
position · 长期看多该股 · → daily
- 2026-06-08 ·
fact · 被高盛研究标记为高技术壁垒公司 · → daily
- 2026-06-08 ·
forecast · 可能捕获高组件价值成本 · → daily
- 2026-06-08 ·
fact · 覆盖多组件、高进入壁垒、低成本规模生产能力 · → daily
- 2026-06-08 ·
fact · 市值 · → daily
- 2026-06-08 ·
narrative · 当前市盈率高系误解前瞻增长所致 · → daily
- 2026-06-08 ·
fact · 股价 · → daily
- 2026-06-07 ·
narrative · 全球供应链地位 · → daily
- 2026-06-07 ·
position · 长期估值判断 · → daily
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