中文翻译
中国激光雷达制造商禾赛科技（Hesai Technology）因其与 $NVDA 的扩大合作及激光雷达传感器业务，正面临美国方面的国家安全审查。对于 $OUST、$AEVA 及西方激光雷达同行而言，若竞争对手因监管被清退，这总体上是利好消息。鉴于此前已有警告称：传感器可能 https://t.co/9ZmvOqIHrv
· 供应链分析
禾赛遭美审查，西方激光雷达厂商因竞争减少而受益。
英文原文
Hesai Technology, a Chinese lidar maker faces US national scrutiny over its expanded partnership with $NVDA and lidar sensors. For $OUST, $AEVA, and Western lidar bros, this is generally positive if competitors get regulated out. Since there were warnings that: Sensors could https://t.co/9ZmvOqIHrv