马斯克：明年年底实现Optimus规模化销售

Core Viewpoint - Elon Musk is actively promoting the Optimus V3 humanoid robot, which is expected to start public sales by the end of 2026 and achieve mass market availability by the end of 2027, with projections of billions of humanoid robots fulfilling caregiving tasks [2][3]. Market Sentiment and Stock Performance - The market sentiment around T-chain stocks has been positive but lacks substantial catalysts, with a notable increase in stock prices following Musk's tweets about Optimus V3 [4]. - Key stocks in the T-chain have shown significant gains, particularly those involved in North American communications, with some reaching daily price limits [4][8]. Production Capacity Guidance - A Tier supplier indicated production capacity for Optimus V3, forecasting a weekly output of 2 units in January, 10 units in February, 2000 units by June, and 10,000 units by early next year [7]. - This production guidance aligns with recent communications from core suppliers, confirming the supply chain's readiness for mass production [7]. T-Chain Developments - Several T-chain companies are progressing towards production agreements and have entered the RFQ (Request for Quotation) phase, indicating a focus on securing contracts and finalizing production details [8]. - The T-chain is experiencing a "narrowing circle" effect, where capital is increasingly concentrated on a smaller number of core companies as they approach critical production milestones [8]. Upcoming Events - The Tesla Q4 earnings call is anticipated to provide further insights into the Optimus V3 and its impact on T-chain stocks, with expectations of a significant market reaction [4][10].