$禾赛-W(0252_老虎社区_美港股上老虎 - 老虎社区

舟木研究港美股

$禾赛-W(02525)$ $禾赛(HSAI)$ 关注产业链的都知道，能和英伟达合作意味着什么。禾赛今年1月刚被英伟达选定为Hyperion 10平台的激光雷达合作伙伴。另一边，产能规划直接从2025年的200万台干到2026年的400万台。手里订单太多，怕供不上货。要是没有足够的定点在手，谁敢这么疯狂扩产能？

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