中信建投维持禾赛（HSAI.O）买入评级，目标价29.87美元/ADS_老虎社区_美港股上老虎

中信建投维持禾赛（HSAI.O）买入评级，目标价29.87美元/ADS

$禾赛-W(02525)$公司2026Q1营收与盈利超预期，激光雷达出货量同比增长140.9%，ADAS市占率全球第一，机器人业务高速拓展。战略升级至“空间智能”，SGI业务有望打开新增长曲线。目标价基于2026年39.5倍PE，对应Non-GAAP净利润7.65亿元。 $禾赛(HSAI)$

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