$禾赛-W(0252_老虎社区_美港股上老虎

$禾赛-W(02525)$总结一下财报的看点：主业激光雷达稳，机器人业务爆发，SGI首次创收且指引大幅上调，动力模组超万套，Kosmo订单落地，2027年盈亏平衡。数据都很实在，没有虚的。物理AI这个赛道很大，禾赛现在眼睛、大脑、肌肉全做了，而且都开始商业化。长期看，现在的市值可能还没反映机器人业务的价值 $禾赛(HSAI)$

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