我捋一下禾赛现在的逻_老虎社区_美港股上老虎

我捋一下禾赛现在的逻辑。第一，车载端ATX焕新版在手订单超600万台，奔驰L3定点，泰国工厂2027年投产，全球化在走通。第二，机器人端割草机市占率50%，无人物流、人形机器人、甚至两轮车都在放量。第三，SGI业务今年预计贡献1亿收入，Kosmo下半年发布，这块是给物理AI训练提供空间数据的。三条线都在推进，股价一直不涨，你说这合理吗？
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