新一代Optimus曝光？金色机身、人形双手，还有Grok加持

Core Insights - The recent demonstration of Tesla's humanoid robot Optimus by CEO Marc Benioff and Elon Musk highlights significant advancements, including a new golden design and AI capabilities, although it remains in early development stages [1][4] - The hand design of Optimus is crucial for performing delicate tasks, with aspirations for it to mimic human hand functionality [3] - Successful development and deployment of Optimus could provide Tesla with substantial market opportunities, potentially contributing 80% to the company's future valuation [4] Group 1 - The demonstration video shows Optimus responding slowly and lacking functional movement, raising questions about its technological advancements compared to competitors [5] - Tesla is shifting its focus towards robotics, with Musk encouraging investors to consider the future of autonomous vehicles and robotics beyond the current automotive business [7] - In Q2, Tesla's automotive revenue accounted for 74% of total sales, but profitability is declining due to falling vehicle sales and loss of EV incentives, prompting an accelerated push for Optimus development [8] Group 2 - Tesla plans to ramp up Optimus production to 1 million units annually within five years, with the third-generation prototype expected by the end of this year [8] - The golden Optimus prototype may represent the early stages of the third-generation model, which is designed for factory and household tasks [8] - Musk believes that advancements in robotics will make Optimus a major source of future revenue for Tesla [8]