· 个股论点

澄清供应链观点,看好Harmonic Drive人形机器人业务长期前景。

中文翻译

@TheMaximu5 这条帖子讨论的是美国供应链的角度。Harmonic Drive 是一家日本公司。 根据他们上一季度的财报电话会议,他们正在针对人形机器人订单迅速扩大产能,因此我认为在当前价位长期持有是一个很好的选择。 https://t.co/E0DECC8Y3i

英文原文

@TheMaximu5 This post was about the US supply chain angle. Harmonic Drive is a Japanese company. They're scaling up rapidly on humanoid orders from their previous earnings call so my opinion is that it's a great long at these levels. https://t.co/E0DECC8Y3i

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