The Zhitong Finance App learned that on Tuesday, HSAI.US (HSAI.US) rose 8% to $13.96. According to the news, on October 14, Hesai officially released Kosmo, a 3D world data engine, including the AI space camera Kosmo One and the Kosmo World cloud platform, which can achieve high-precision 3D data collection and efficient scene reconstruction, and support robot simulation training and world model development. The company also showcased application cases such as physical intelligence, film and television production, and commercial space digitalization, and reached strategic cooperation with Galaxy General Robotics, Force Smart Machine, etc., to initially verify the application potential of the product.

BOC International believes that the release of Kosmo marks the commercialization stage of the company's spatial intelligence strategy. The company maintains its lead in the automotive lidar market. At the same time, the SGI business has begun to contribute revenue, and physical AI is expected to become a new growth engine.

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