$禾赛-W(0252_老虎社区_美港股上老虎

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机器人这条线比车还猛，上半年出货 26 万台、同比 +165%。JT128 机器人雷达已经被宇树、银河通用等 50 多家具身智能公司采用。高盛都点名禾赛是英伟达人形机器人平台关键供应商。车是基本盘，机器人是真想象空间，这块我反而比车更期待
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