特斯拉Optimus、Figure AI持续利好，产业链上市公司迎催化！

Core Viewpoint - The article highlights the positive momentum in the humanoid robot sector, particularly driven by Tesla's Optimus and Figure AI, suggesting that domestic companies in the supply chain are likely to experience a catalyst post-holiday season [2][6]. Market Performance - During the holiday period, Tesla's stock saw significant fluctuations, with a peak increase of 3.31% on October 1, followed by a drop of 5.11% on October 2, before rebounding again on October 6 [3]. - Tesla's stock price in September increased by over 33%, marking the best monthly performance of the year and reaching a new high [2]. Key Events and Developments - On October 4, Elon Musk released a new video showcasing the Optimus robot, emphasizing its AI capabilities rather than remote control [3]. - The fourth quarter is deemed critical for Tesla and Optimus, with numerous upcoming events such as factory audits, the finalization of Optimus Gen3, and shareholder meetings, which could significantly impact the stock performance of related companies [6]. Industry Insights - The article lists nearly 70 companies in the Tesla Optimus supply chain, categorized into T1, T2, and potential T-chain companies, indicating a robust ecosystem supporting the humanoid robot initiative [6]. - Specific companies mentioned include Top Group, Sanhua Intelligent Control, and others, highlighting their roles as key suppliers in the production of components for humanoid robots [6]. Future Catalysts - Other potential catalysts in the fourth quarter include the IPO of Yushun Technology and developments from companies like ZhiYuan and Xiaopeng, which are also making strides in the humanoid robot space [8]. - The article suggests that the humanoid robot sector may see a significant surge in activity and investment, contingent on the successful rollout of Tesla's Optimus Gen3 and other related advancements [9].