Xin Lang Cai Jing·2025-10-27 00:07Core Viewpoint - Tesla's Q3 performance report has garnered significant attention, with a slight delay in the Gen3 launch being considered normal for new products with high variability [1] Group 1: Tesla's Q3 Performance - The Q3 earnings call was more positive compared to previous ones, showcasing new developments such as the ability to operate autonomously over a larger area [1] - For the first time, the earnings report presented progress on mass production lines, enhancing long-term production expectations [1] Group 2: Industry Outlook - Domestic policies are positively supporting the development of the entire intelligent robotics industry chain, with promising performance expected from domestic supply chains [1] - The humanoid robot industry trend remains favorable, focusing on companies with certainty in the T-chain and domestic supply chains, while also paying attention to new developments in areas like dexterous hands [1]