计算机行业投资策略周报：特斯拉发布Cybercab，预期三年内量产

Investment Rating - The report suggests focusing on companies with advantageous positions in automotive intelligence and leading software capabilities, such as Desay SV, Joyson Electronics, Zhongke Chuangda, Jingwei Hirain, Ruiming Technology, and Huace Navigation [6]. Core Insights - Tesla's Cybercab is expected to begin production before 2027, with a projected cost of under $30,000 (approximately 210,000 RMB) and an operational cost of about $0.2 per mile, aiming to provide a high-end point-to-point travel experience [5][9]. - The Optimus robot was showcased, with plans to update the Full Self-Driving (FSD) system to an unsupervised mode, expected to launch in Texas and California next year. The cost of mass-produced Optimus robots is anticipated to be between $20,000 and $30,000 [5][17]. - The potential business model for Tesla's robotaxi combines elements of Uber, Airbnb, and Amazon Web Services, allowing Tesla owners to share their vehicles when not in use, thus generating income [15]. Summary by Sections Section 1: Tesla's Cybercab Expected Production - Tesla held a Robotaxi launch event, showcasing 50 fully autonomous vehicles, including the Cybercab. The launch of the Cybercab is not feasible in the short term, with production expected to start before 2027 [9]. Section 1.1: Cybercab Expected Production - The Cybercab is projected to have a cost below $30,000 and an operational cost of approximately $0.2 per mile, significantly reducing transportation costs and enhancing travel safety [9]. Section 1.2: Optimus Robot and FSD Update - The Optimus robot has made significant progress, with mass production costs expected to be between $20,000 and $30,000. The transition to unsupervised FSD is planned for next year, enhancing vehicle utilization efficiency [17]. Section 2: Investment Recommendations - The report recommends focusing on companies that excel in automotive intelligence and software capabilities, including Desay SV, Joyson Electronics, Zhongke Chuangda, Jingwei Hirain, Ruiming Technology, and Huace Navigation [20].