特斯拉Optimus Gen3量产进展再加速，产业链上市公司“齐飞”！

Core Viewpoint - The robotics sector is experiencing a significant independent rally driven by positive catalysts from Tesla and its Optimus humanoid robot, particularly impacting the T-chain supply chain [2][3][11]. Group 1: Market Performance - The robotics sector saw a substantial surge, particularly among T-chain companies, following positive developments related to Tesla's Optimus [3][4]. - On September 15, Tesla's stock price increased nearly 14% over two days, contributing to the positive market sentiment [3]. - On September 16, Elon Musk's purchase of over 2.5 million Tesla shares, valued at approximately $1 billion, further boosted market confidence [5][6]. Group 2: Key Catalysts - Key catalysts for the robotics sector include advancements in Tesla's Optimus and insights from industry experts regarding its progress [3][4]. - A new Tier 1 supplier, ZJRT, reported that Tesla's Optimus development exceeded expectations, indicating more production guidance and upcoming factory audits [3][4]. - Musk's announcement of upcoming meetings regarding AI and Optimus developments is expected to positively influence the market [8]. Group 3: Emerging Companies - Several potential T-chain companies have emerged, including BJ and SSGF, which are gaining attention for their contributions to the robotics supply chain [4][6][7]. - The market is witnessing the rise of new players like Figure AI, which recently completed a $1 billion Series C funding round, indicating strong investor interest in the humanoid robotics space [9]. Group 4: Future Outlook - The robotics sector is anticipated to continue its independent rally, with more potential T-chain companies expected to surface as Tesla's new factory audits progress [11]. - The upcoming quarter is crucial, as it may bring additional core catalysts for the robotics sector, although the current landscape lacks definitive positive events [11].