Tesla(US:TSLA) Hua Er Jie Jian Wen·2025-09-04 04:32Core Insights - Tesla's humanoid robot, Optimus, has evolved with a new golden design and improved capabilities, showcasing a significant advancement in robotics technology [1][3][6] - The robot's hand design is more refined and human-like, indicating a shift towards greater dexterity and functionality [3][8] - Elon Musk has indicated that Tesla's future value will heavily rely on the Optimus robot, projecting that 80% of the company's worth will come from this technology rather than traditional automotive sales [16] Design and Functionality - The new golden Optimus features a unique design that differs from previous versions, providing a fresh and premium visual experience [3] - The hand of the robot has been upgraded to closely mimic human biomechanics, with actuators moved to the forearm, enhancing its dexterity [8][15] - The robot's walking gait still exhibits some mechanical characteristics, but its ability to understand commands and perform actions is a notable improvement [6][13] Technological Advancements - Tesla's dexterous hand technology has progressed through three generations, with the latest version achieving 22 degrees of freedom and 17 active degrees of freedom, significantly enhancing precision and load capacity [15] - The transmission system has been upgraded to a hybrid solution, improving efficiency and performance [15] Market Strategy and Production Goals - Tesla aims to produce over 1,000 units of Optimus by 2025, with plans to ramp up production to 50,000 units by 2026, targeting a price point of approximately $30,000 per unit [17] - The company envisions Optimus as a versatile tool for industrial applications, including precision manufacturing and logistics [17]