$禾赛(HSAI)$_老虎社区_美港股上老虎 - 老虎社区

投行小師弟

$禾赛(HSAI)$ 禾赛-W 很不错，最惊喜的是战略增长业务首次创收，全年指引还大幅上调。机器人业务已经开始放量，禾赛的估值逻辑是不是该重估一下？

@风雪财评：禾赛科技二季度营收8.6亿元连续五个季度实现GAAP盈利

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":598175984416128,"tweetId":"598175984416128","gmtCreate":1787057285285,"gmtModify":1787057287445,"author":{"id":3575272506103176,"idStr":"3575272506103176","authorId":3575272506103176,"authorIdStr":"3575272506103176","name":"投行小師弟","avatar":"https://static.tigerbbs.com/cbaef50e1a36058616ca717b01b65c25","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":33,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>$禾赛(HSAI)$ 禾赛-W 很不错，最惊喜的是战略增长业务首次创收，全年指引还大幅上调。机器人业务已经开始放量，禾赛的估值逻辑是不是该重估一下？\n<br></body></html>","htmlText":"<html><head></head><body>$禾赛(HSAI)$ 禾赛-W 很不错，最惊喜的是战略增长业务首次创收，全年指引还大幅上调。机器人业务已经开始放量，禾赛的估值逻辑是不是该重估一下？\n<br></body></html>","text":"$禾赛(HSAI)$ 禾赛-W 很不错，最惊喜的是战略增长业务首次创收，全年指引还大幅上调。机器人业务已经开始放量，禾赛的估值逻辑是不是该重估一下？","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/598175984416128","repostId":598150231671344,"repostType":1,"repost":{"magic":2,"id":598150231671344,"tweetId":"598150231671344","gmtCreate":1787050921499,"gmtModify":1787050925150,"author":{"id":4248492684222290,"idStr":"4248492684222290","authorId":4248492684222290,"authorIdStr":"4248492684222290","name":"风雪财评","avatar":"https://static.tigerbbs.com/e0ba86bd42823235ba90ec12c477e3e0","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"禾赛科技二季度营收8.6亿元 连续五个季度实现GAAP盈利","html":"<html><head></head><body><p>8月18日，禾赛科技（NASDAQ: HSAI；HKEX: 2525）公布的2026年第二季度未经审计的财务数据显示，报告期内，公司营收8.6亿元，GAAP净利润7055万元，同比增长60.0%，已连续五个季度实现GAAP盈利。</p>\n<p>交付方面，报告期内，禾赛科技机器人激光雷达交付量为14.2万台，同比增长193.4%；ADAS（高级驾驶辅助系统）激光雷达交付量为48.5万台，同比增长60.1%。截至二季度末，机器人动力模组累计交付超1万套。</p>\n<p><a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> <a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a></p></body></html>","htmlText":"<html><head></head><body><p>8月18日，禾赛科技（NASDAQ: HSAI；HKEX: 2525）公布的2026年第二季度未经审计的财务数据显示，报告期内，公司营收8.6亿元，GAAP净利润7055万元，同比增长60.0%，已连续五个季度实现GAAP盈利。</p>\n<p>交付方面，报告期内，禾赛科技机器人激光雷达交付量为14.2万台，同比增长193.4%；ADAS（高级驾驶辅助系统）激光雷达交付量为48.5万台，同比增长60.1%。截至二季度末，机器人动力模组累计交付超1万套。</p>\n<p><a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> <a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a></p></body></html>","text":"8月18日，禾赛科技（NASDAQ: HSAI；HKEX: 2525）公布的2026年第二季度未经审计的财务数据显示，报告期内，公司营收8.6亿元，GAAP净利润7055万元，同比增长60.0%，已连续五个季度实现GAAP盈利。 交付方面，报告期内，禾赛科技机器人激光雷达交付量为14.2万台，同比增长193.4%；ADAS（高级驾驶辅助系统）激光雷达交付量为48.5万台，同比增长60.1%。截至二季度末，机器人动力模组累计交付超1万套。 $禾赛(HSAI)$ $禾赛-W(02525)$","highlighted":1,"essential":1,"paper":2,"link":"https://laohu8.com/post/598150231671344","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":370,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":81,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"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":129,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/598175984416128"}