特斯拉Optimus相关利好，来了！

Core Insights - The article discusses the delay in the release of Tesla's Optimus Gen3 and its implications for the robotics industry, particularly the supply chain companies involved with Tesla [2][6] - Despite the delay, there are positive developments within the supply chain, with multiple companies receiving favorable news and orders related to Tesla's robotics initiatives [5][6] Group 1: Tesla Optimus Gen3 Update - The Optimus Gen3 prototype is expected to be unveiled in Q1 2026, with the first production line currently under construction [2][6] - The delay in the prototype's release has led to skepticism in the market, but there are numerous upcoming catalysts in Q4 that could positively impact the sector [2][4] Group 2: Supply Chain Developments - Several supply chain companies have reported positive news, including HL, BT, and XJ, which are involved in the auditing process for production [4][5] - A significant order of over 1,000 units has been rumored for T-chain company XJ, indicating strong demand for components related to Tesla's robotics [5] Group 3: Market Sentiment and Future Outlook - The market's attitude remains cautious, but as the timeline for Optimus's mass production becomes clearer, more positive news is expected to emerge from the supply chain [3][4] - The upcoming Tesla shareholder meeting is anticipated to provide further insights and potential positive announcements regarding the Optimus project [6]