特斯拉、宇树、Figure、智元等，产业链上市公司周速递

Core Insights - The article discusses the volatile performance of the robotics sector, particularly influenced by Tesla and its Optimus project, which has led to significant fluctuations in stock prices within the industry [2][4][24] Group 1: Market Performance - The robotics sector experienced a "roller coaster" market performance, with significant gains driven by positive news from Tesla and its Optimus project [2] - On September 15, the sector saw a major surge, particularly among Tier 1 suppliers, following Tesla's stock price increase and optimistic production guidance for Optimus [3][4] - By September 16, the sector continued to rise dramatically, with many stocks reaching their daily limits [5][7] Group 2: Key Events and Catalysts - A major catalyst was Elon Musk's purchase of over 2.5 million Tesla shares, valued at approximately $1 billion, which boosted market sentiment [8] - The announcement of significant orders and production meetings related to Optimus further fueled investor interest [8][24] - On September 18, the market reacted to news of a potential order for 10,000 units of Optimus Gen3, although this was later clarified as merely an intention rather than a confirmed order [15][17] Group 3: Stock Reactions and Trends - Following the initial surge, the market faced a correction, with many stocks experiencing declines due to profit-taking and external market pressures [14][18] - Despite the fluctuations, key players in the Tier 1 supply chain maintained substantial gains, indicating strong underlying demand [14][24] - New potential Tier 1 suppliers emerged, such as companies providing IMU sensor testing equipment and harmonic reducers, highlighting ongoing innovation in the sector [3][10] Group 4: Future Outlook - The article suggests that while the robotics sector is currently experiencing volatility, there are expectations for further developments and potential catalysts in the upcoming quarter [24] - The ongoing evaluation of Tesla's supply chain and the emergence of new players are critical factors to watch in the near future [24]