特斯拉“擎天柱”，跑起来了！

Core Insights - Tesla's Optimus robot team released a video showcasing the robot running, marking a significant improvement in its mobility over the past two and a half years [1][4] - The company aims to produce the Optimus robot at a cost of under $20,000 per unit, with a larger production line expected to be operational by 2026 [4] - Elon Musk projected that the global deployment of humanoid robots could reach hundreds of billions, enhancing productivity and providing quality healthcare services [4] Company Developments - The trial production line for the Optimus robot is currently operational at Tesla's Fremont factory, with plans for a larger third-generation production line by 2026 [4] - Tesla is expanding its Texas Gigafactory to facilitate mass production of humanoid robots, targeting an annual production capacity of 10 million units [4][5] Industry Trends - Analysts from CITIC Securities noted that the hardware finalization and mass production of the Optimus robot are approaching, with the release of Optimus V3 expected in Q1 2026 [5] - The humanoid robot industry is anticipated to enter mass production next year, driven by leading companies both domestically and internationally [6] - The humanoid robot market is projected to grow at over 50% annually, potentially reaching a market size of hundreds of billions by 2030 [6]