---
title: "禾赛集团（HSAI）：看涨的理论分析"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/277316008.md"
description: "Danny Green 在 Substack 上提出了对禾赛科技（Hesai Group，HSAI）的看涨观点。截至 2 月 19 日，HSAI 的股价为 28.12 美元，市盈率（P/E）分别为 56.38 和 33.22。禾赛科技专注于汽车、机器人和工业应用的激光雷达硬件，定位为市场中的关键参与者"
datetime: "2026-02-28T16:03:16.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/277316008.md)
  - [en](https://longbridge.com/en/news/277316008.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/277316008.md)
---

# 禾赛集团（HSAI）：看涨的理论分析

We came across a bullish thesis on Hesai Group on Danny’s Substack by Danny Green. In this article, we will summarize the bulls’ thesis on HSAI. Hesai Group’s share was trading at $28.12 as of February 19th. HSAI’s trailing and forward P/E were 56.38 and 33.22 respectively according to Yahoo Finance. Hesai Technology is a leading LiDAR hardware supplier primarily focused on sensors for automotive, robotics, and industrial applications. Its...

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