$HORIZONROBOT-W(09660.HK) Paid for my own flawed perception, thinking this company had a competitive moat. Now it seems I overthought it. Any automaker can develop ADAS chips these days, it's become commonplace. Moreover, I haven't seen much advantage for this company in terms of computing power leadership, models, or data. Waiting for a piece of good news, it's time to sell. People only learn to be cautious after getting beaten up.

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