高盛：特斯拉公司 (TSLA)_对“我们，机器人”10_10 活动的初步想法

本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用，请勿外传 Tesla Inc. (TSLA): Initial thoughts on 'We, Robot' 10/10 event 11 October 2024 | 3:00AM EDT We attended Tesla's 10/10 'We, Robot' event in LA, where Tesla unveiled its Cybercab (robotaxi) and Robovan, and showcased progress with Optimus. We think the company demonstrated very strong progress with the Optimus humanoid robot, and we think the Cybercab looked attractive. However, we believe the lack of data shared on Full Self Driving (FSD) performance, relatively limite ...