Hesai

禾赛科技（HSAI.US）今日高开高走，受盘前即从 14.60 美元前收涨至 15.10 美元带动，盘中延续强势并触及 15.49 美元日内高点，最终收于 15.43 美元，全天涨幅 5.68%，成交额约 977 万美元，盘后交易仍维持在 15.43 美元。推动股价上行的主要催化包括：公司宣布将于 8 月 18 日发布 2026 年第二季度财报，并召开全球业绩电话会，提振市场关注；同时，Hesai-W 被纳入港股通标的证券名单，为南下资金提供便利；此外，花旗维持对公司的买入评级。不过，近期公司股价曾触及 52 周新低，且当前收盘价仍低于多数技术均线，回弹力度尚待确认。

Hesai Group (HSAI.US) saw a volatile session on July 17, recovering from an intraday low of $14.70 to close at $14.98, a near 2% rebound from the day's trough, yet still 51.4% below its 52-week high of $30.85 and down 37.7% year-to-date. The stock found support from robotaxi enthusiasm and Citi's reiterated Buy rating, but a court-ordered RMB400,000 patent infringement compensation to Seyond dampened early sentiment. Q1 revenue rose 36.1% YoY to $98.5 million, with net profit turning positive at $2.7 million and EPS of $0.016 versus a loss a year ago; however, the 20-day MA of $16.19 and 60-day MA of $19.23 remain overhead resistance, underscoring weak near-term momentum. Post-market trading edged up to $15.00 on thin volume of 7,237 shares.

Hesai Group (HSAI.US) experienced a sharp intraday reversal, sliding over 5% to $15.34 after a capital reorganization filing revealed 969.85 million additional shares, fueling dilution fears. The stock now sits 6.5% above its 52-week low of $14.4, with Q1 revenue up 36% YoY to $98.45M and net profit turning positive at $2.65M, yet the $19.2B market cap and PB of 14.87x remain elevated relative to the 60-day MA of $19.72. Despite Morgan Stanley reiterating its 2026 revenue guidance of RMB4.2B-4.6B, the regular session volume of 149,726 shares was thin, though post-market ticked up to $16.46.

Hesai Group shares plunged sharply during Tuesday's regular session, trading at $16.59 as of 10:36 ET, down 5.04%, as the previous session's after-market weakness extended into the regular trading day. The stock gapped down at the open, briefly rallied to an intraday high of $17.49, and then declined steadily to hit a session low of $16.59, closing near its worst level. Despite improving fundamentals—Q1 revenue surged 36.14% YoY to $98.45 million, net profit soared 209.67% YoY to $2.65 million, and net margin recovered to 2.69%—operating income remained negative at -$1.24 million, while Morgan Stanley's reiterated overweight rating with an annual revenue guidance of RMB4.2B to RMB4.6B failed to lift sentiment. The stock is now 46.22% below the 52-week high of $30.85, trading below the 20-day MA of $17.117, with a YTD decline of 31.1%, though it still holds a 15.21% gain from the 52-week low of $14.4.

Hesai Group (HSAI.US) traded lower during the regular session, last at $17.315 as of 10:53 ET, down ~5.0% from yesterday's close of $18.23, primarily driven by weakness in pre-market trading (pre-market slipped from $17.90 to $17.79). The stock recently hit a 52-week low of $14.40 on June 26, and although it has rebounded 20.24% from that level, it remains 43.87% off its 52-week high of $30.85 and trades below its MA20 ($17.358) and MA60 ($20.362). In Q1 2026, revenue grew 36.14% YoY to $98.5M, net profit turned positive to $2.65M (up 209.67% YoY), with a net margin of 2.69%, though operating income remained negative at -$1.24M. Morgan Stanley recently reiterated an overweight rating on the stock, while lingering concerns over competitive dynamics and valuation persist.