Tesla(US:TSLA) Robot猎场备忘录·2025-09-07 00:02Core Viewpoint - The robot sector experienced volatile market conditions in early September, driven by developments in the supply chains of humanoid robots, particularly T-chain, H-chain, Yushut chain, and Zhiyuan chain, with significant influences from Tesla's Optimus project and Yushut Technology [2][3]. Summary by Sections Market Performance - The robot sector saw a "roller coaster" market in the first week of September, with T-chain leading the way [2]. - Despite positive news from various companies in the supply chain, including Tesla's Tier 1 suppliers receiving substantial orders for Optimus, the sector faced a significant drop on September 1 [3]. Key Events - On September 2, the market rebounded sharply, particularly for T-chain companies, following Tesla's release of its "Master Plan Part IV," which emphasized the strategic importance of AI and humanoid robots [7]. - Yushut Technology announced plans to submit an IPO application between October and December 2025, which was seen as a positive development for the Yushut chain [9]. Company Developments - Despite announcing significant financing and orders, the stock performance of Ubiquity was disappointing compared to other companies in the sector [19]. - The anticipated release of Tesla's Optimus Gen3 was highlighted, with expectations for more T-chain companies to emerge as potential players in the market [19]. Investment Insights - The article suggests that the recent market fluctuations may be a reflection of prior positive news catching up, but the sustainability of this rally remains uncertain [11]. - Companies like ZJRT and NBHX showed strong performance, while others like JSDZ and WKKJ are expected to release significant positive news soon [19].