$禾赛-W(0252_老虎社区_美港股上老虎

王五仕
07-02 15:11

$禾赛-W(02525)$
反弹是挺爽，但别光盯着涨跌。
物理AI这波起来，禾赛早就不止是激光雷达厂了——Kosmo是眼睛，动力模组是肌肉，机器人全套件都齐了。
昨晚美股盘中冲高，明显有资金在试盘，今天港股放量跟，短期看140能不能过去。中长期更稳：产能翻倍到400万、泰国工厂落地、SGI收入单独披露，这些才是后面估值切换的硬支撑。
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