信息服务行业信息点评：特斯拉“We Robot”：多款产品发布，低成本Robotaxi成为焦点

Investment Rating - The report suggests a positive outlook for the industry, indicating an "Outperform" rating for the sector based on expected returns exceeding the benchmark index by over 10% [9]. Core Insights - Tesla's recent "We Robot" event showcased innovative products, including the Robotaxi Cybercab, which aims to revolutionize transportation with a low-cost model expected to reduce operational costs to $0.2 per mile as scale increases [5][6]. - The introduction of the fully autonomous FSD (Full Self-Driving) feature is anticipated in Texas and California by 2025, with a broader rollout planned for 2026, marking a significant shift in the automotive industry [5]. - The Optimus humanoid robot is progressing towards practical applications within Tesla's factories, with a projected cost reduction to around $20,000 to $30,000 per unit, enhancing operational efficiency [6]. Summary by Sections Event Overview - Tesla held a major launch event on October 11, 2024, highlighting its innovative approach and leadership in the automotive sector [5]. Product Innovations - The Cybercab, designed without a steering wheel or pedals, challenges traditional automotive concepts and is expected to disrupt the taxi industry while creating new job opportunities [5]. - The Robovan, capable of transporting over 20 passengers and handling cargo, demonstrates Tesla's versatility in vehicle design [5]. Future Projections - The report anticipates significant advancements in autonomous driving technology and humanoid robotics, with Tesla leading the charge in both sectors [5][6].