Hesai fell nearly 3%, WeRide fell over 4.6%, both directions in autonomous driving are waiting. The lidar side lacks news of new major customer deployments, making it vulnerable to selling off during the waiting period; Robotaxi commercialization is still progressing slowly, with U.S. regulatory pressure not fully lifted.
Domestic city-opening policies are being pushed but the pace is slow. This batch generally awaits a catalyst; until the actual deployment time node arrives, it just grinds on like this 😔
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