马斯克：全力押注Optimus!

Core Viewpoint - Elon Musk's focus on the humanoid robot Optimus is expected to transform Tesla into a company valued at $25 trillion, significantly impacting the T-chain stocks positively [2][4][9]. Summary by Sections Optimus Development - Musk has indicated that the Optimus V3 is set to be released in Q1 2026, with recent tweets suggesting that the design is finalized and performance exceeds expectations [11][12]. - The anticipation surrounding Optimus V3 has led to a surge in interest and stock prices for companies involved in the T-chain, particularly those related to sensors and materials [12][13]. T-chain Stocks Performance - Several T-chain stocks have experienced significant price increases, with some reaching daily limits due to positive news regarding their communication and partnerships in North America [15][16]. - Key T-chain companies such as WX, RT, KS, FS, and SL have been highlighted for their potential, especially following successful communications in North America [12][15]. Market Trends and Future Outlook - The market is currently focused on companies that are securing contracts and establishing communication channels in North America, which are seen as indicators of future growth [12][15]. - The upcoming Tesla Q4 earnings call is anticipated to further influence T-chain stocks, as Musk prepares for the Optimus V3 launch, potentially leading to a major upward trend in these stocks [18].