$禾赛-W(0252_老虎社区_美港股上老虎 - 老虎社区

独立投资者吴强

$禾赛-W(02525)$ $禾赛(HSAI)$ 二季度确实是个分水岭。以前看禾赛是激光雷达龙头，现在得用物理AI基础设施平台的框架来估值了。ADAS养现金流，SGI讲故事，两个轮子一起转。短期看Kosmo三季度能不能顺利确认收入，中期看关节模组量产进度，长期看人形机器人行业能不能过10万台那条线。这票适合有耐心的

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