特斯拉Optimus持续利好，产业链上市公司“齐飞”！

Core Viewpoint - The article highlights the positive developments surrounding Tesla's Optimus robot, indicating a strong recovery in the robotics sector, particularly among companies in the T-chain, following a series of favorable events and announcements from Tesla and Elon Musk [2][3][4]. Summary by Sections Tesla and Optimus Developments - Tesla's stock experienced a significant increase of 4.02% on September 26, marking the largest gain of the week [4] - Elon Musk announced on September 27 that Tesla is working hard to scale up Optimus production [4] - A visit from the UAE National Media Office Chairman to Tesla's headquarters included a demonstration of the Optimus robot, showcasing its capabilities [5] Market Reactions and Trends - Following the positive news, the robotics sector, especially T-chain companies, saw a strong recovery on September 29, with several stocks hitting their daily limits [7] - The overall performance of the robotics sector in Q3 was bolstered by continuous positive catalysts from Tesla's Optimus, despite experiencing significant pullbacks [7] Key Catalysts in September - September saw multiple catalysts for Tesla and Optimus, including the release of Tesla's "Master Plan Part IV," which emphasized the importance of AI and humanoid robots [7] - Musk's potential compensation plan, which could reach $1 trillion, is contingent on delivering 1 million humanoid robots over the next decade [7] - Notable events included a nearly 14% increase in Tesla's stock over two days and significant insider buying by Musk [9] Future Outlook - The article anticipates a strong Q4 for the robotics sector, with numerous upcoming events related to the Optimus Gen3 launch and production [10] - A comprehensive list of nearly 70 companies involved in the Tesla Optimus supply chain has been compiled, indicating a robust ecosystem supporting the development of humanoid robots [11] Industry Insights - The article emphasizes the importance of understanding the latest developments in the humanoid robot supply chain, with ongoing updates available through dedicated platforms [13][14]