机器人“ChatGPT时刻”来临，产业链迎来投资黄金期

Group 1 - The humanoid robot industry is experiencing significant positive developments, with leading companies actively engaging in technology research and commercial implementation [1][2] - Tesla's CEO Musk shared a video of the "Optimus" humanoid robot running, indicating advancements in the robot's capabilities [1] - The launch of the full-size, high-efficiency humanoid robot T800 by Zhongqing Robotics marks the beginning of its sales process [1] Group 2 - Domestic and international companies are increasingly entering the humanoid robot market, with notable advancements in commercialization by firms like Tesla and Figure AI [2] - The emergence of AI companies such as DeepSeek is facilitating the development of general-purpose humanoid robot models, leading to a diverse and competitive industry landscape [2] - The humanoid robot sector is entering industrial applications, indicating a strong trend towards commercial viability [2]