Group 1: Tesla Robotaxi and Optimus Robot - Tesla showcased the Robotaxi and Optimus humanoid robot at the "We, Robot" event, with significant improvements in motion fluidity and dexterity of the robotic hand[1] - Elon Musk estimates that the production cost of the Optimus robot will drop to $20,000-$30,000, enhancing the certainty of the supply chain trends[1] Group 2: Market Potential and Investment Directions - The potential market for Robotaxi is vast, with initial constraints from costs and technology, but mid-term improvements in cost and technology are expected to increase the penetration rate of smart driving[1] - The automatic driving sector is anticipated to re-enter the market spotlight, entering a rapid implementation phase, with three main investment directions: 1. Internet companies mastering autonomous driving technology[1] 2. Companies providing OEM and IT services for internet firms[1] 3. Enterprises related to autonomous driving infrastructure[1]
特斯拉We Robot发布会解读|国君联评
Guotai Junan Securities·2024-10-12 08:03