$禾赛(HSAI)$_老虎社区_美港股上老虎

$禾赛(HSAI)$ $禾赛-W(02525)$ 仔细读了禾赛和九识的合作细节，说说我的看法。20万颗独家定点，这个数字放在无人配送赛道不是小数目——2025年全行业出货才4.2万台，九识作为出货冠军，这一单基本锁定了禾赛未来几年的基本盘。但更重要的是"独家"两个字，这意味着九识在下一代产品里完全押注禾赛，这种信任背后是什么？是禾赛在激光雷达领域实打实的量产能力和技术迭代速度

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