Serenity（白毛股神）@aleabitoreddit发帖2026-07-07

中国激光雷达制造商禾赛科技因与英伟达的合作及激光雷达传感器面临美国国家审查。这对Ouster和Aeva等西方激光雷达公司有利（若竞争对手被监管淘汰），同时也利好用于西方激光雷达的上

中国激光雷达制造商禾赛科技因与英伟达的合作及激光雷达传感器面临美国国家审查。这对Ouster和Aeva等西方激光雷达公司有利（若竞争对手被监管淘汰），同时也利好用于西方激光雷达的上游激光供应商Lumentum和SiVance。

“Hesai Technology, a Chinese lidar maker faces US national scrutiny over its expanded partnership with $NVDA and lidar sensors. For $OUST, $AEVA, and Western lidar bros, this is generally positive if competitors get regulated out. Since there were warnings that: Sensors could be disabled or exploited remotely, given Hesai firmware update disabled lidar units on February 29 (as evidence). By second order effect, this is also bullish for upstream laser suppliers too like $LITE and $SIVE that are used in western lidar players.”