东方证券研报称，随着海外特斯拉机器人落地，人形机器人板块格局的确定性有望上升，并带来板块投 资机会，具备优秀制造和管理能力的零部件企业更加受益。 首开股份10天9板 9月16日，机器人产业链掀涨停潮。特斯拉概念股午后持续走强，三花智控涨停再创历史新高，拓普集 团、宁波华翔纷纷大涨，均刷新历史纪录。 消息面上，9月15日发布在特斯拉官网的"FORM4"文件显示，公司CEO马斯克于9月12日斥资约10亿美 元买入257万股特斯拉股票。这是他自2020年2月以来最大规模的公开市场增持。 9月2日，特斯拉正式发布其"宏图计划"第四篇章（下称"宏图4"）的完整文件。相比前三篇章更多着墨 于新能源汽车、可持续能源生态系统，"宏图4"中关于AI和机器人的内容占比明显提高。在"宏图4"发布 之际，马斯克重申了机器人业务在特斯拉的战略地位。他表示，FSD和Optimus的规模化将是最为重要 的事项，因为未来特斯拉约80%的价值将来自Optimus机器人。 信达证券研报称，特斯拉发布的"宏图4"表明人形机器人在特斯拉业务版图中占据核心地位，机器人有 望成为特斯拉新的增长引擎。Optimus3一旦落地，或将成为全球参考的重要对象， ...

Group 1 - Tesla's CEO Elon Musk purchased over 2.5 million shares of Tesla stock worth approximately $1 billion on September 12, 2023, following a new compensation plan proposed by the board that could potentially be valued at nearly $1 trillion [1] - The new compensation plan includes the granting of up to 423.7 million restricted stock units, representing about 12% of the company's adjusted total shares, to be released in 12 tranches [1] - One of the operational goals to unlock the $1 trillion compensation is to achieve cumulative deliveries of 1 million humanoid robots, with 2025 anticipated as a pivotal year for mass production and commercialization of humanoid robots [1] Group 2 - The humanoid robot industry in China is experiencing rapid growth, with several companies already receiving orders or planning to exceed annual production targets of over 1,000 units, and some products being exported overseas [2] - Short-term applications of embodied intelligence are expected to first emerge in industrial settings, particularly in logistics, where robots are gradually taking over tasks that are currently performed by humans or traditional automation [2] - The commercialization of humanoid robots in China is projected to occur in three stages: the first stage (2024-2030) focuses on high-value applications in hazardous environments, the second stage (2030-2035) aims at large-scale applications in manufacturing and logistics, and the third stage (post-2035) envisions the integration of humanoid robots into everyday life [3]

范雨露 制图 ◎记者 孙小程 "下周将在特斯拉内部与各部门开会，重点关注人工智能/自动驾驶系统、擎天柱（Optimus）机器人生 产计划以及车辆生产和交付。"9月16日，特斯拉CEO马斯克在社交平台上透露的行程，点燃了大洋彼岸 市场对机器人概念的热情。 "类似于电动车，特斯拉在人形机器人行业依旧发挥着'鲶鱼效应'，一举一动都对A股相关板块有不小的 影响。"一名关注人工智能的券商分析师向上海证券报记者表示，从已披露的视频和数据看，特斯拉的 Optimus已展现出技术先进性和多场景适应能力，其在运动控制、AI算法和任务执行方面具有突出表 现，能够胜任家庭环境中的多种服务工作。 在该券商分析师看来，如果Optimus能按计划实现规模化量产，预计特斯拉将复刻电动车行业的发展轨 迹，带动整个产业链的发展。 Optimus第三代量产渐进 产品层面，特斯拉此前已经发布了Optimus第一代和第二代，二者均在实际场景中展开了训练，但距离 大规模量产仍有不小距离。目前尚在"闭关"的Optimus第三代，被市场视为技术更成熟、最有望实现量 产的一代。 据马斯克最新透露，特斯拉目前正在敲定Optimus第三代的设计。这款在他看来是 ...

Elon back to war time CEO$1 B stock buyRobotaxi updates!Join us today at the Cyber Bulls space!Follow @cyberbulls1@TeslaBoomerMama@thejefflutz@R6Alexhttps://t.co/2HtSva6Gig ...

The world's three wealthiest people are together worth over $1 trillion. Elon Musk, Larry Ellison, and Mark Zuckerberg are so rich thanks to big stakes in their companies. Ellison has nearly doubled his net worth this year thanks to an AI-fueled surge in Oracle stock. The three wealthiest people on the planet are worth a combined $1 trillion, about as much as Warren Buffett's Berkshire Hathaway. Elon Musk, the CEO of Tesla and SpaceX, Larry Ellison, a cofounder of Oracle, and Mark Zuckerberg, the C ...

Tesla Inc. (NASDAQ:TSLA) is one of the best ESG stocks to buy now according to hedge funds. On September 9, Adam Jonas, an analyst at Morgan Stanley, reaffirmed a Buy rating on Tesla with an unchanged price target of $410. The analyst believes that Tesla Inc. (NASDAQ:TSLA) has pioneered innovations in the electric vehicle industry, spurring the global shift to sustainable energy. These innovations have enabled the company to maintain its leadership in this transition and the industry. Tesla’s (TSLA) Marke ...

Core Insights - Tesla's stock price has risen nearly 3% to $410.04, marking its highest point for the year since late January, after trading below $400 at the start of 2025 [2][3][11] - The recent increase in Tesla's stock price is attributed to Elon Musk's announcement of a $1 billion share purchase by his family foundation, which is perceived as a vote of confidence in the company [4][5] - Investors hope Musk's significant investment indicates a renewed focus on Tesla, as his political activities have previously distracted him from the company's operations [7][9] Stock Performance - Tesla shares began 2025 just below $400, peaked above $428 by mid-January, but fell below $220 in April due to Musk's political involvement and external factors [10][11] - Since the April lows, Tesla's stock has rebounded over 85%, finally turning positive for the year [11] Future Implications - Musk's last significant share purchase was in 2020, and the recent $1 billion purchase could lead to further acquisitions, especially with a proposed pay package that could make him the world's first trillionaire if certain goals are met [12]

以下文章来源于科创板日报 ，作者张真 科创板日报 . 科创圈都在关注的新型主流媒体，上海报业集团主管主办，界面财联社出品。 种种迹象显示，作为特斯拉的灵魂人物，马斯克未来的工作重心将放在以机器人为代表的人工智能落地上。 据特斯拉官网的"FORM 4"文件显示，马斯克于上周五（9月12日）一天内共计买入257万股特斯拉股票，买入价格在每股371.9美元至 396.359美元之间。 对于本次增持，美国投行Wedbush全球科技研究主管丹尼尔·艾夫斯表示，"这是一次巨大的信任票。"他表示，这体现了马斯克正加倍押注 特斯拉的人工智能计划。 马斯克豪掷近10亿美元增持的消息，不仅驱动特斯拉股价大涨，也催化了大洋彼岸A股市场的产业链公司。昨日，机器人概念股集体大涨。 截至收盘，三花智控、双环传动、汉威科技等十余股涨停。 | 初始 代码 | | 名称 | ● | | 最新 | 涨幅％ ↓ | 涨跌 | 成交量 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 300007 | 汉威科技 | 1 | U | 64.92 | ...

🙌🏼 Yet another reason to buy a Tesla@EVjectOfficial allows you to SAFELY drive away from a charging station, even while plugged in!Check it out - https://t.co/A8P0pluidz https://t.co/ZuCDPmZu1D ...

每经记者｜李星 每经编辑｜陈柯名 余婷婷 北京市大兴区人民法院的一纸判决书，再次让四年前上海车展中站在特斯拉"车顶维权"的女车主张亚周被业内关注。 9月16日，北京市大兴区人民法院就张亚周诉特斯拉汽车销售服务（北京）有限公司等买卖合同纠纷一案作出判决。张亚周提供的判决书显示，法院责令 特斯拉汽车销售服务(北京)有限公司、特斯拉(上海)有限公司共同于判决生效之日起十日内，向其提供车辆识别代号为5YJ3E7EA7LF550391的特斯拉 Model3车辆于2021年2月21日发生交通事故前三十分钟的完整行车数据。 张亚周的特斯拉 图片来源：每经记者 李星 摄 在接受记者采访过程中，张亚周多次强调，她坚持四年与特斯拉打官司，最终的诉求只有一个——想要一个结果。"我想要知道，特斯拉车辆的刹车到底 有没有问题，出现'刹车失灵'的原因是什么？"张亚周说。 图片来源：受访者供图 2021年2月，张亚周的父亲驾驶一辆特斯拉Model 3发生追尾事故。同年4月，张亚周身穿"刹车失灵"字样T恤，在2021上海车展首日站在特斯拉车顶高 喊"特斯拉刹车失灵"，引发广泛关注。 张亚周自2021年2月其父亲驾驶特斯拉发生追尾事故后，持续 ...