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特斯拉机器人尬舞为马斯克庆祝,但是“马甲”掉了
TeslaTesla(US:TSLA) 第一财经·2025-11-07 03:22

Core Viewpoint - The approval of Elon Musk's $1 trillion compensation package at Tesla's annual shareholder meeting is a significant event, with Musk emphasizing the importance of achieving ambitious production targets for the company's humanoid robots, Optimus [3][4]. Group 1: Compensation and Production Plans - Musk's compensation plan was approved, contingent on meeting several production goals, including selling millions of robots [3]. - Tesla plans to start production of the Optimus V3 humanoid robot next year, with a production line in Fremont aiming for an annual output of 1 million units, and a future line in Texas targeting 10 million units per year [5]. - The production cost for the robots is projected to be around $20,000 (140,000 RMB) once the annual output reaches 1 million units [5]. Group 2: Market Potential and Product Development - Musk highlighted that the humanoid robot market could reach tens of billions of units, with a ratio of personal to industrial robots estimated between 1:3 and 1:5 [4]. - The humanoid robots will follow an annual release cycle, with significant improvements expected in each generation, including the fourth generation in 2027 and the fifth in 2028 [3][5]. - Significant investment, estimated in the hundreds of billions of dollars, will be required to train the AI systems for efficient operation on low-power chips [5].