Optimus将至,周末再现重磅资讯!
Robot猎场备忘录·2026-01-19 04:10

Core Viewpoint - The upcoming release of Optimus V3 is generating significant positive sentiment in the T-chain sector, with various favorable developments and communications from key companies in North America [2][3][4]. Group 1: Industry Developments - The humanoid robot industry is experiencing renewed interest, particularly with the announcement that humanoid robots will appear on the Spring Festival Gala, which has sparked excitement among investors [4][6]. - Last year's debut of the humanoid robot "Yush" at the Spring Festival Gala led to a surge in market interest, but the current sentiment may not sustain the same level of enthusiasm due to the novelty wearing off [5][6]. Group 2: T-Chain Company Updates - Several T-chain companies are making progress in their communications and developments related to T products, with one electronic skin core company (R) successfully communicating in North America and expanding its T product offerings [7][8]. - A lightweight core company (F) has seen significant stock performance, achieving a limit-up (20% increase) after positive developments in North America [7][8]. - The T-chain companies that have communicated successfully in North America are showing promising stock performance, indicating a strong market interest in these developments [8][9]. Group 3: Market Sentiment and Future Outlook - The recent positive market movements are attributed to the anticipation surrounding the Optimus V3 release and the successful communications of T-chain companies, suggesting a potential shift towards a stronger market phase [3][10]. - The focus on T-chain companies that have engaged in North American communications is expected to continue, with more companies likely to emerge as key players in the market [10][12].

Optimus将至,周末再现重磅资讯! - Reportify