特斯拉审厂后，Optimus产业链公司新方向

Core Viewpoint - The article discusses the simultaneous "shrinking" and "expanding" of the T-chain in the context of Tesla's factory audits, highlighting the emergence of new growth directions in the commercial aerospace sector, which is gaining traction as a new investment focus following Tesla's advancements in various technologies [2]. Summary by Sections Commercial Aerospace Sector - The commercial aerospace sector is identified as a new favorite in the secondary market, with SpaceX aiming for a valuation of approximately $1.5 trillion upon its anticipated IPO next year [2]. - Since December, stocks related to the commercial aerospace sector have experienced a surge, with no signs of decline [2]. Tesla's Optimus and T-chain Developments - The delay of Tesla's Optimus V3 to the first quarter of next year has contributed to a lack of explosive positive catalysts, leading to a focus on expectations rather than concrete developments [2]. - Key T-chain companies have announced mass production or project confirmations in November, which have driven the recent rebound in the robotics sector [2]. Market Trends and Predictions - The article notes that the T-chain has seen significant price increases since November 21, with a notable rebound exceeding expectations [4]. - However, the T-chain has faced a downturn recently, with a collective decline observed over three consecutive days, indicating a potential need for caution [4]. Supply Chain Insights - Insights from recent discussions with buyers regarding Tesla's production progress and core T-chain developments suggest that a new round of market activity may be on the horizon, with expectations for project bidding to commence by the end of the year [6]. - The article emphasizes the importance of monitoring core favorable stocks and the potential for early entry into the market [6]. Technological Advancements - New technologies, including GaN (gallium nitride) processes and integrated sensors in gloves/clothing, are gaining attention and have shown positive market performance since November [7]. - The introduction of these new technologies is seen as part of the "expanding" phase of the T-chain, which warrants close monitoring for future growth opportunities [7].