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HSAIBEARNVDAMIXEDCore thesis · 5/5

Chinese LiDAR faces U.S. ban risk

The bear case argued: Hesai Technology faces severe regulatory and revenue existential threats as U.S. lawmakers and security officials push to ban Chinese-made LiDAR from autonomous systems and critical infrastructure.

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HSAI: Chinese LiDAR faces U.S. ban risk · Zortix