· 供应链分析

中国激光雷达若被禁,美企及上游光学商或受益,但博主质疑其实际影响。

涉及标的:

中文翻译

@jey0316 基本上: > 主要中国激光雷达(LiDAR)厂商可能在西方被禁。 > $OUST、$AEVA 等通过填补真空受益。 > 为西方激光雷达厂商(如 Aeva)提供动力的光学厂商也因收入增加而受益。 鉴于此,我不确定这则新闻是否真的重要

英文原文

@jey0316 Basically: > major Chinese lidar player might be banned in West. > $OUST, $AEVA, and others benefit by filling in the vacuum > optical players players that power western lidar players like Aeva also benefit from increased revenue Not sure if this news really matters given

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