SIASUN(SZ:300024) Shen Zhen Shang Bao·2025-09-09 01:25Group 1 - Tesla launched an official Weibo account named "TeslaAI" focusing on artificial intelligence, sharing updates on robot development, autonomous driving, Robotaxi, and computing clusters [1] - The launch of "TeslaAI" is seen as a precursor to the mass production of Tesla's humanoid robots, aligning with the company's "Master Plan 4.0" released on September 2, indicating a shift towards AI and robotics [1] - The first image shared on the account shows a humanoid robot resembling the Optimus V3 prototype, highlighting advanced design features such as detailed hand modeling for precision tasks [1] Group 2 - The iteration of Tesla's humanoid robots has been rapid, with significant milestones achieved from October 2022 to October 2024, including improved mobility and collaborative capabilities [2] - By June 2025, Tesla plans to integrate the latest version of Optimus V3 with xAI's Grok voice assistant, which is expected to transform human-robot interaction [4] - Elon Musk stated that Optimus could contribute 80% to the company's value, with small-scale production starting in 2025 and a target of 50,000 to 100,000 units by 2026 [4] Group 3 - Tesla's "Master Plan 4.0" emphasizes the integration of AI into real-world products and services, aiming to create a sustainable and prosperous future [4] - The industry is witnessing a shift towards mass production and commercialization of humanoid robots, with Tesla leading the "robotics-first" strategy [4] - A new trillion-dollar market driven by AI is rapidly forming as companies compete in the humanoid robotics space [4]