---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41250433.md"
description: "$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."
datetime: "2026-05-29T05:44:42.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41250433.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41250433.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41250433.md)
author: "[明月照平湖](https://longbridge.com/en/profiles/23743078.md)"
---

# $HORIZONROBOT-W(09660.HK) Paid for my own flawed p…


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## Comments (6)

- **无敌招财耗子 · 2026-06-01T01:53:25.000Z**: Actually, Horizon's business model is already at an industry-leading level, it's just that many people haven't been able to fully see through it yet. This isn't just about making chips and software; the core is building a physical AI foundational technology platform. The BPU, intelligent driving, an
- **冬暖夏凉dnxl · 2026-05-30T07:17:03.000Z**: To gain a deeper understanding of Yu Kai and Horizon Robotics, as well as to acquire some industry background knowledge, I recommend fellow Longbridge community members to watch a few in-depth interviews. One is an online exchange in June 2025 between Lawrence Burns, the investment manager of Bailli
  - **明月照平湖** (2026-05-30T11:55:40.000Z): Thanks for sharing, I've read it. I've also watched quite a few interviews with Dr. Yu Kai and Li Xiang. Their analysis of the future industry and product positioning logic is very clear. The reason I
- **Dobry · 2026-05-29T06:26:44.000Z · 👍 1**: Misinterpreted. Unleash your powerful CPUs. Is it really self-developed?
- **打不死的小强～ · 2026-05-29T06:10:58.000Z**: This boss is really good at painting a rosy picture, always raising funds.
- **卖报的小行家 · 2026-05-29T05:57:20.000Z**: That makes sense.Only companies that are objectively strong and remain strong no matter how they are tested can keep shining.Others that seem strong all come with risks.