$禾赛-W(0252_老虎社区_美港股上老虎

王五仕
06-16

$禾赛-W(02525)$ $禾赛(HSAI)$
这板块扫了一圈，就禾赛是真盈利的，我就认一个理：出货量说话，现金流为王。
以前市场纠结激光雷达行不行，现在纠结的是装车量和渗透率。
禾赛这两年订单是实打实的。
谷底应该走完了，接下来拼的是市占率能扩到多少咯

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