特斯拉Optimus因手部技术难题暂停量产

Core Insights - Tesla has paused the mass production of its humanoid robot Optimus due to technical challenges related to the design of its hands and forearms, which have not achieved the necessary dexterity for human-like operations [1] - The initial production target for Optimus was set at 5,000 units for 2025 but was later revised down to 2,000 units due to engineering concerns, ultimately leading to the suspension of production [1] - The team identified issues with the robot's hand dexterity as early as summer 2024, and despite multiple attempts, they have not been able to overcome these challenges, which require high degrees of freedom, precise perception, and control algorithms [1] Production Challenges - The factory currently has a backlog of units lacking hand components, and the timeline for resuming mass production remains unclear [1] - Elon Musk has acknowledged that fine motor skills in the hands represent a significant engineering hurdle but has not provided a timeline for resolution [1] - Despite the production setbacks, Musk remains optimistic, recently sharing videos of Optimus learning martial arts and showcasing the robot at a movie premiere [1] Market Implications - The market is closely watching whether Tesla can reallocate resources to overcome the technical bottlenecks and restart the production plan for Optimus [1]