$禾赛-W(0252_老虎社区_美港股上老虎

$禾赛-W(02525)$ $禾赛(HSAI)$ 理想新L9曝光，4颗激光雷达+L3级方案，禾赛独家供应，长期合作再深化。对禾赛来说，高端车型放量、单价与出货量双升，业绩能见度提高。目前股价位置不算极端，更多是看智驾渗透率与L3政策落地节奏，中线可以跟踪[龇牙]

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