原文：

原文：
Hesai Technology, a Chinese lidar maker faces US national scrutiny over its expanded partnership with $NVDA and lidar sensors.

For $OUST, $AEVA, and Western lidar bros, this is generally positive if competitors get regulated out.

Since there were warnings that:

Sensors could be disabled or exploited remotely, given Hesai firmware update disabled lidar units on February 29 (as evidence).

By second order effect, this is also bullish for upstream laser suppliers too like $LITE and $SIVE that are used in western lidar players.

翻译：
海赛科技，这家中国的激光雷达制造商因其与$NVDA的合作扩大以及激光雷达传感器而面临美国国家层面的审查。

对于$OUST、$AEVA和西方激光雷达公司来说，如果竞争对手被监管排除，这通常是积极的。

由于有警告称：

传感器可能会被远程禁用或利用，鉴于海赛科技的固件更新在2月29日禁用了激光雷达单元（作为证据）。

通过二阶效应，这也对上游激光供应商如$LITE和$SIVE（被西方激光雷达玩家使用）持乐观态度。