HSAI's cooperation brings good news, but it is difficult to stop the decline in stock price. The market focuses on the price war of its main business

2026-10-15 05:45

Economic Observation Network The commercialization of HSAI's new cooperation has not stopped the stock price decline, and the current market is more concerned about the impact of the price war on the main business of LiDAR.

Incremental information worth paying attention to
Last night's Kosmo press conference just showcased its collaboration with Pixar and Gartner, and SGI's commercialization logic is being validated. These favorable factors have not stopped the decline, indicating that the current market pricing is a price war for the main business of LiDAR, rather than the story of the second curve 。

The above content is based on publicly available information and does not constitute investment advice.