Tesla(US:TSLA) 大鱼聊电动·2025-12-07 08:54Robotics Design Philosophy - The report highlights a design divergence between Tesla's Optimus and Figure 03, focusing on hand design [1] - Figure 03 incorporates a camera in its hand ("eye") to enhance vision, contrasting with Optimus's adherence to human-like hand design [1] - The report frames this as a fundamental difference in approach: "上帝之眼" (God's eye) vs "纯视觉派" (pure vision) [1] Investment and Market Implications - The design choices represent a multi-trillion dollar (数万亿 美元) bet on different robotics development paths [1] - The report suggests a competition between "疯狂堆料" (intensive hardware) and "死磕大脑" (brain-focused AI) approaches [1] Technological Comparison - Figure 03's hand design prioritizes overcoming visual obstruction during object manipulation [1] - Tesla's Optimus emphasizes mimicking human dexterity without relying on additional sensors like cameras in the hand [1]