$HORIZONROBOT-W(09660.HK) and $ROBOSENSE(02498.HK) have basically remained unchanged, with light trading volume.
Smart driving chips and LiDAR are linked as upstream and downstream sectors. The pacing of OEM design wins determines orders for both, so sideways movement is often synchronized. The real catalyst lies in the announcement of design wins for the next batch of vehicle models, not on the current market 盘面。
Holding positions during such times is the most uncomfortable—there's no bad news, but also no good news to wait for. Should you continue to endure according to the design win cycle, or reduce to a core position first and wait for signals? 🤔
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