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Leader Harmonious Drive Systems Co., Ltd. Class A · TradingView
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Opinions on non-trading days appear on the next trading session.
2026-10-03 – 2026-10-09
No positive opinions in this period.
No negative opinions in this period.
我前几个月就看好4D感知+世界模型这条主线,还盯上了美股AEVA;也看好实体机器人的核心零部件,比如绿的谐波。
I own Harmonic Drive (6324) for its high BOM content and Vishay Precision for sensors; LeaderDrive (688017) and Schaeffler I have favorable views on but don't own personally.
I would personally long LeaderDrive (688017) if I were in China! It's still really early in the robotics ramp, but I think they'll be a clear winner given China's lead in low cost, mass production robotics.