Tesla(US:TSLA) 21世纪经济报道·2025-12-10 00:38Core Viewpoint - The article discusses the anticipation surrounding Tesla's humanoid robot, Optimus Gen3, and the implications of recent developments in its production and market perception [1][7]. Group 1: Production and Market Reactions - Tesla's humanoid robot team is reportedly undergoing factory audits in China, potentially in preparation for mass production of the Optimus Gen3 robot in Q1 of next year [1]. - Following a viral video showcasing the capabilities of a transitional model, Optimus Gen2.5, Tesla's stock experienced volatility, dropping 3.39% on December 8, erasing approximately $50 billion in market value [4]. - Despite the excitement around the upcoming robot, a video suggesting that the robot was operated via VR technology rather than autonomous interaction raised concerns about the state of Tesla's embodied intelligence development [1][6]. Group 2: Industry Insights and Expectations - Industry experts indicate that many demonstrations of Tesla's robots have utilized remote operation, which is less complex than developing fully autonomous systems [6]. - Companies like UBTECH and Yushutech are also using VR/AR remote control to enhance their humanoid robots' capabilities, suggesting that there are viable paths to commercialization even without advanced embodied intelligence [6]. - The market remains hopeful for the mass production of Tesla's robots, with recent reports indicating that the supply chain for the robot is nearing readiness, including the completion of equipment audits and the establishment of standardized technical documentation [7]. Group 3: Strategic Implications for Tesla - The success of the Optimus Gen3 launch could significantly influence the humanoid robot industry, potentially leading to rapid advancements similar to those seen in the electric vehicle sector after Tesla's entry into the market [9]. - Tesla's future valuation targets, including a goal to increase its market cap from $1.5 trillion to $8.5 trillion, may hinge on the successful commercialization of its humanoid robots, alongside its automotive and energy businesses [10]. - Analysts express skepticism regarding Tesla's ability to meet its ambitious targets, with some suggesting that the stock price already reflects the potential of its non-automotive ventures [11].