连续14个月国内装机_老虎社区_美港股上老虎 - 老虎社区

连续14个月国内装机量第一了，这持续性说明客户粘性还是有的。我也不指望它短期翻倍，能跑赢大盘就知足了$禾赛(HSAI)$ $禾赛-W(02525)$

@舟木研究港美股：$禾赛-W(02525)$ $禾赛(HSAI)$ 说实话看到海清智元首日涨300%我是有点羡慕的，禾赛去年已经盈利了，产能从200万往400万爬，Kosmo平台Q3发布，泰国工厂也在推进，基本面是实打实的。物理AI产业链上，海清做感知，禾赛做感知基础设施，都是卖铲逻辑。但禾赛这个铲子，已经卖给全球30%+的市场了，Robotaxi市占率61%，这不是概念，是订单。英伟达说所有工业公司都将变成机器人公司，那机器人需要什么？眼睛、大脑、手。禾赛其实已经占有一席之地了，剩下的只能等风轮动。

cover

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":578678226826136,"tweetId":"578678226826136","gmtCreate":1782288082927,"gmtModify":1782288120323,"author":{"id":4143608060897040,"idStr":"4143608060897040","authorId":4143608060897040,"authorIdStr":"4143608060897040","name":"财小灶","avatar":"https://static.tigerbbs.com/f037add66dacb11d03924ffd57eee4b9","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>连续14个月国内装机量第一了，这持续性说明客户粘性还是有的。我也不指望它短期翻倍，能跑赢大盘就知足了<a target=\"_blank\" href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$ </a>\n<br></body></html>","htmlText":"<html><head></head><body>连续14个月国内装机量第一了，这持续性说明客户粘性还是有的。我也不指望它短期翻倍，能跑赢大盘就知足了<a target=\"_blank\" href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$ </a>\n<br></body></html>","text":"连续14个月国内装机量第一了，这持续性说明客户粘性还是有的。我也不指望它短期翻倍，能跑赢大盘就知足了$禾赛(HSAI)$ $禾赛-W(02525)$","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/578678226826136","repostId":578300519047464,"repostType":1,"repost":{"magic":2,"id":578300519047464,"tweetId":"578300519047464","gmtCreate":1782195850461,"gmtModify":1782196260280,"author":{"id":4124841349957442,"idStr":"4124841349957442","authorId":4124841349957442,"authorIdStr":"4124841349957442","name":"舟木研究港美股","avatar":"https://static.tigerbbs.com/e834cef51d7c9c4365d8e12508be76f7","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":138,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/8ee4556ee24b384b3ef6e6725a4b9254","width":"1025","height":"1537"}],"coverImages":[{"img":"https://static.tigerbbs.com/8ee4556ee24b384b3ef6e6725a4b9254","width":"1025","height":"1537"}],"title":"","html":"<html><head></head><body><a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a> <a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a>\n<br>\n说实话看到海清智元首日涨300%我是有点羡慕的，禾赛去年已经盈利了，产能从200万往400万爬，Kosmo平台Q3发布，泰国工厂也在推进，基本面是实打实的。\n<br>\n物理AI产业链上，海清做感知，禾赛做感知基础设施，都是卖铲逻辑。\n<br>\n但禾赛这个铲子，已经卖给全球30%+的市场了，Robotaxi市占率61%，这不是概念，是订单。\n<br>\n英伟达说所有工业公司都将变成机器人公司，那机器人需要什么？眼睛、大脑、手。\n<br>\n禾赛其实已经占有一席之地了，剩下的只能等风轮动。\n<br><img src=\"https://static.tigerbbs.com/8ee4556ee24b384b3ef6e6725a4b9254\" tg-width=\"1025\" tg-height=\"1537\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a> <a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a>\n<br>\n说实话看到海清智元首日涨300%我是有点羡慕的，禾赛去年已经盈利了，产能从200万往400万爬，Kosmo平台Q3发布，泰国工厂也在推进，基本面是实打实的。\n<br>\n物理AI产业链上，海清做感知，禾赛做感知基础设施，都是卖铲逻辑。\n<br>\n但禾赛这个铲子，已经卖给全球30%+的市场了，Robotaxi市占率61%，这不是概念，是订单。\n<br>\n英伟达说所有工业公司都将变成机器人公司，那机器人需要什么？眼睛、大脑、手。\n<br>\n禾赛其实已经占有一席之地了，剩下的只能等风轮动。\n<br><img src=\"https://static.tigerbbs.com/8ee4556ee24b384b3ef6e6725a4b9254\" tg-width=\"1025\" tg-height=\"1537\"></body></html>","text":"$禾赛-W(02525)$ $禾赛(HSAI)$ 说实话看到海清智元首日涨300%我是有点羡慕的，禾赛去年已经盈利了，产能从200万往400万爬，Kosmo平台Q3发布，泰国工厂也在推进，基本面是实打实的。 物理AI产业链上，海清做感知，禾赛做感知基础设施，都是卖铲逻辑。 但禾赛这个铲子，已经卖给全球30%+的市场了，Robotaxi市占率61%，这不是概念，是订单。 英伟达说所有工业公司都将变成机器人公司，那机器人需要什么？眼睛、大脑、手。 禾赛其实已经占有一席之地了，剩下的只能等风轮动。","highlighted":1,"essential":1,"paper":1,"link":"https://laohu8.com/post/578300519047464","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["02525","HSAI"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":409,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":210,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["02525","HSAI"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":122,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/578678226826136"}