Optimus产业链公司们北美沟通，进展速递！

Core Viewpoint - The article highlights the positive momentum in the T-chain sector, driven by favorable news regarding Tesla's Optimus project and subsequent supplier engagements in North America, leading to significant stock price increases and a bullish market outlook for 2026 [2][4][9]. Summary by Sections Market Performance - In the last week of December, T-chain stocks outperformed expectations, with many core and new stocks experiencing substantial price increases, indicating a potential market reversal [2][4]. - The article notes that the T-chain sector has seen a significant rebound, with many stocks hitting their daily price limits, validating previous predictions about the market's trajectory [4][6]. Key Drivers - The optimism surrounding the T-chain is attributed to several factors, including the nearing finalization of the Optimus project, clearer guidance on mass production, and the simultaneous "shrinking" and "expanding" of core targets within the sector [3][4]. - Recent communications and orders from North American suppliers have further catalyzed the market, with many companies reporting positive developments and securing supplier codes and orders [7][8]. Investment Opportunities - The article emphasizes the importance of focusing on core, high-certainty stocks that have recently received positive news, as these are expected to attract more capital and drive further price increases [6][8]. - Specific companies mentioned, such as WX and KS, have reported exceeding expectations in their North American engagements, indicating strong demand and potential for future growth [7][8]. Future Outlook - The T-chain sector is anticipated to continue its upward trend, with significant developments expected in early 2024, including the finalization of production processes and increased supplier capacity [8][9]. - The article suggests that the current market dynamics are setting the stage for a robust performance in the T-chain sector leading into 2026, with ongoing updates and insights available through the associated knowledge platform [10].