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
· 供应链分析
@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
@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