$Hesai(HSAI.US) rose by about eight points; the visibility of the LiDAR vehicle installation line is much higher than that of Robotaxi; $Pony AI(PONY.US) and $MOMENTA-W(06880.HK) both rose by three to five points.
The hardware side can already speak through shipment volumes, while the operations side is still waiting for city openings and licenses; the pricing sequence for this autonomous driving chain is very clear 😸 The RSI of $Hesai(HSAI.US) has surged to 81.6, so chasing at this short-term position is not ideal.
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