$禾赛(HSAI)$_老虎社区_美港股上老虎

徐君论财
07-09

$禾赛(HSAI)$ $禾赛-W(02525)$ 昨天看到市占率的图了，毫无疑问禾赛又是第一，关于这个数据，我说两点，第一，主雷达占比高，装的是前向核心感知位置，这个位置技术门槛在那儿，不是谁都能做的。第二，累计近60万台，月均12万+，产能和交付能力已经验证过了。下半年新产线、新客户陆续到位，装机量大概率还会继续往上走，慢慢看就行

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