
$HORIZONROBOT-W(09660.HK) rose slightly, $ROBOSENSE(02498.HK) moved sideways, $EACON(07687.HK) fell slightly 🫥
The Hong Kong stock market's intelligent driving chain has been in this stagnant state recently. The three segments of chips, LiDAR, and autonomous mining driving are all waiting for their respective proof of volume ramp-up. The shipment ramp-up of Journey 6 for $HORIZONROBOT-W(09660.HK) is considered a relatively high-certainty event on this chain, but the market clearly wants to see "vehicle installation volume" turn into "profit statement," with a price war in between.
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