$禾赛(HSAI)$_老虎社区_美港股上老虎

财小灶
08-26 16:27

$禾赛(HSAI)$很多人盯着车载 ADAS，其实机器人这块增速更吓人。Q2 机器人雷达交付 14.2 万台，增速 193%，是车载增速的三倍多。入选大摩全球人形机器人百强，JT 系列出货量破 20 万台，九识 20 万台独家定点，小牛 FTX 定点，荣耀闪电机器人马拉松夺冠也有禾赛的份。WRC 世界机器人大会刚开完，禾赛又露了一脸。这块业务现在体量还小，但增速摆在这儿，过两年再看可能就不是小头了

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轨迹盒
·08-26 19:29
关键是看机器人市场有多大，以及发展有多快。如果只是光靠卖硬件，定价能力很低，需要卖系统卖服务和生态
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