海外信息科技行业事件快评：特斯拉“We,Robot”发布会点评-Robotaxi如约而至，Optimus加速发展

Investment Rating - The report assigns an "Accumulate" rating for the industry, consistent with the previous rating [3][15]. Core Insights - Tesla's "We, Robot" event introduced new models including Cybercab and Robovan, with Cybercab expected to begin mass production in 2026. The operational cost is projected to be as low as $0.2 per mile, significantly lower than current public transport costs [4][5]. - The Cybercab features a unique design without a steering wheel or pedals, and it is anticipated to support wireless charging. The pricing is set between $0.3 to $0.4 per mile, with a unit price expected to be below $30,000 as production scales up [5]. - The report highlights the advancements in Full Self-Driving (FSD) technology, with plans for unsupervised FSD deployment in Texas and California by 2025, pending regulatory approval [5]. - The Robovan is designed for multi-passenger transport, with operational costs estimated between $0.05 to $0.1 per mile, catering to both passenger and cargo needs [5]. - The Optimus robot is projected to have a price drop to $20,000 to $30,000 as mass production begins, with capabilities for various tasks such as childcare and household chores [5]. Summary by Sections - Event Overview: Tesla's event showcased the Cybercab and Robovan, emphasizing their cost efficiency and innovative designs [4][5]. - Operational Costs: Cybercab's operational cost is significantly lower than current public transport, while Robovan offers competitive pricing for multi-passenger transport [5]. - Production Timeline: Mass production of Cybercab is expected in 2026, with enhancements to existing models' FSD capabilities prior to that [5]. - Technological Advancements: The report discusses the AI 5 computing platform for Cybercab and the anticipated safety improvements over human drivers [5].