马斯克押注的人形机器人要量产了，特斯拉股价猛拉

Core Viewpoint - Tesla's humanoid robot team is reportedly preparing for mass production ahead of the Optimus Gen3 robot launch in Q1 next year, indicating a significant milestone for Tesla's robotics supply chain [1][8] Group 1: Production and Market Reactions - The "factory audit" is a focal point for the market, with reports suggesting that the supply chain's backend inspection equipment has been approved, and production standards are being established [8] - Following a viral video showing a Tesla robot's interaction, the stock price dropped by 3.39%, erasing approximately $50 billion in market value, highlighting the volatility in investor sentiment [4][10] - Despite the negative impact of the video, there remains optimism in the market regarding the anticipated mass production of Tesla's robots next year [7][10] Group 2: Industry Insights and Comparisons - Industry insiders note that many of Tesla's demonstration videos utilize remote control via VR, which is a common practice in the robotics sector, contrasting with the more complex "end-to-end" AI models [7] - Other leading humanoid robot companies, such as UBTECH and Yushutech, are also employing VR/AR remote control methods to enhance robot motion capabilities, indicating a trend in the industry [7] - The market's mixed reactions stem from Tesla's history of fluctuating timelines for product launches, which has led to skepticism about the company's ability to deliver on its promises [8][12] Group 3: Future Expectations and Strategic Importance - The upcoming launch of the Optimus Gen3 robot is seen as a pivotal moment that could significantly influence the humanoid robotics industry, potentially accelerating development in the sector [10] - Tesla's ambitious plans include achieving a market capitalization increase from $1.5 trillion to $8.5 trillion, with humanoid robots being a key component of this strategy [11] - Analysts express cautious optimism, acknowledging Tesla's broader business model beyond automotive manufacturing, while also highlighting the potential for stock price volatility in the coming year [12]