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“New Stock God” Serenity posted on X platform to clarify that he does not currently hold any shares of Harmonic Drive, and the related views are solely public research sharing. He further added that Harmonic Drive holds a key position in the humanoid robot industry chain, with its products expected to cover a significant portion of the manufacturing processes for humanoid robots. Currently, companies like AGIBot and Unitree have just entered the scale-up stage, with AGIBot’s cumulative shipments reaching only about 10,000 units. Therefore, the P/E valuations of related companies are generally high at this stage.However, Serenity pointed out that capital markets typically price in future growth expectations in advance. If manufacturers like Tesla Optimus and Unitree achieve mass production of tens of millions or even hundreds of millions of robots in the coming years, and with trillions of dollars flowing into the humanoid robot industry, even if Harmonic Drive only captures about a 5% market share of core robot components, its valuation could be significantly higher than its current market capitalization.Based on comprehensive research of the industry chain, Serenity stated that Harmonic Drive is currently one of the highest-exposure targets he has identified related to the development of the humanoid robot industry.
Well-known investor Duan Yongping’s U.S.-based investment account, H&H International Investment, filed an SEC Form 13F for the first quarter of 2026, revealing that as of March 31, 2026, it held 19 securities with a total portfolio value of approximately $20.004 billion; all positions were independently decided. Specifically, the account held 28,945,607 shares of Apple (AAPL), valued at $7.346 billion; 9,147,796 shares of Berkshire Hathaway (BRK.B), valued at $4.384 billion; 13,843,775 shares of NVIDIA (NVDA), valued at $2.414 billion; 19,748,294 shares of Pinduoduo (PDD), valued at $2.018 billion; 3,408,900 shares of Tesla (TSLA), valued at $1.267 billion; and 1,016,000 shares of Microsoft (MSFT), valued at $376 million. Circle was newly disclosed as a position this quarter, with a holding of 200,000 shares valued at $19.082 million, representing approximately 0.1% of the portfolio.