特斯拉Optimus V3，来了！！

Core Viewpoint - The recent developments surrounding Tesla's Optimus robot, including order cuts and leadership changes, have led to significant fluctuations in the robotics sector, particularly affecting T-chain concept stocks. However, these changes are seen as necessary adjustments for the future success of the Optimus project, paving the way for the upcoming Optimus V3 model [1][2]. Group 1: Market Reactions - On June 19, news of order cuts for Tesla's Optimus robot supplier caused a decline in the robotics sector, with T-chain concept stocks experiencing significant drops [1]. - Following the confirmation of the order cuts and the postponement of mass production plans, T-chain stocks like Zhejiang Rongtai (603119.SH) hit their daily limit down, while others like Beite Technology and Sanhua Intelligent Control fell over 4% [1]. - Despite a general recovery in the robotics sector on June 23, T-chain stocks continued to decline, indicating ongoing market concerns [1]. Group 2: Project Developments - The Optimus project is undergoing a redesign of its hardware and software, with a short-term reduction in delivery volumes anticipated. However, the project's importance remains unchanged as it aims for a more robust and reliable next-generation product [2]. - Milan Kovac, the original project leader for Optimus, has left the team, likely due to the need for a new direction in technology development [2]. - Elon Musk announced on June 25 that Optimus V3 will integrate the Grok voice assistant, utilizing AI language models for interaction, indicating a significant technological advancement [3]. Group 3: Future Prospects - On July 10, during the xAI launch, Musk reiterated that Grok 4 will be integrated into Tesla's Optimus, aiming for a real-world reinforcement learning loop by the end of the year [5]. - Recent orders for over 100 units of the Optimus robot were reported, suggesting that hardware redesigns are progressing well [6]. - Musk expressed confidence in the latest developments of Optimus, stating that the upcoming demonstrations will be the most impressive to date [6]. Group 4: Industry Dynamics - The T-chain concept stocks have shown positive momentum recently, with several companies releasing favorable news [8]. - The market is closely watching the upcoming Tesla quarterly meeting on July 24 and the shareholder meeting on November 6 for further insights into the Optimus project and its supply chain [9]. - The acquisition of the Sci-Tech Innovation Board listed company by Zhiyuan Robotics has led to a significant increase in market capitalization, highlighting the growing interest in humanoid robotics [9].