Tesla(US:TSLA) Robot猎场备忘录·2025-10-23 16:08Core Viewpoint - Tesla's Optimus Gen3 release has been delayed, now expected in Q1 next year, which has impacted the stock price negatively after the Q3 earnings report showed revenue growth without profit increase [2][3]. Group 1: Tesla's Optimus Developments - The first production line for Optimus is under construction, with hopes to start production by the end of next year [2]. - Elon Musk reiterated that Optimus could become the greatest product in history, despite the delays in its release [2]. - The market reaction to the news has been mixed, with the robotics sector experiencing volatility and a lack of core positive catalysts [2][3]. Group 2: Market Conditions and Reactions - The stock market has been fluctuating due to various uncertainties, including tariff issues and the Q3 earnings season, leading to a defensive strategy among institutions [2]. - The robotics sector has seen a rollercoaster market performance, with T-chain stocks leading but still following the overall market trend [2][3]. Group 3: Upcoming Catalysts - Several key events related to Optimus are anticipated in Q4, including factory audits, the final draft of Optimus Gen3, and the shareholder meeting in November [3][5]. - The current audit process is progressing well, with positive news from various audit targets, although a lack of core positive news remains [5]. Group 4: Industry Players and Developments - A comprehensive list of nearly 70 companies in the Tesla Optimus supply chain has been compiled, highlighting key players and their roles [6]. - Other positive developments in the robotics sector include new product launches and significant orders for companies like Figure AI and UBTECH [7].