重磅！Optimus V3将在2月进厂打工

Core Insights - Tesla plans to begin training its Optimus V3 robot at its Austin factory, with a target launch in February 2024 [4] - The company has been collecting data for over a year on the previous version of Optimus at its Fremont factory [4] - Elon Musk indicated that Optimus is expected to perform more complex tasks by the end of 2026 and will start public sales by 2027 [6] Production and Supply Chain - Tesla's supplier for the Optimus robot has outlined a production capacity plan, expecting to produce 2 units per week in January, 10 in February, 2000 by June, and 10,000 units per week by early next year [5] - The core supplier for the hand screw has been confirmed, indicating a stable supply chain for the Optimus project [6] Market Performance and Trends - Despite positive news regarding the T-chain (Tesla's supply chain), the stock performance has been below expectations, with significant gains only observed on January 16 [6][8] - The focus has shifted to companies that have successfully communicated with North American partners, which have seen stock price increases [7][10] Key Companies and Developments - Several companies within the T-chain, such as WX, RT, KS, and FS, have been highlighted for their positive communication outcomes and stock performance [7] - New technologies related to electronic skin and materials like PEEK and TPU have gained attention, leading to significant stock price increases for related companies [9] Future Outlook - The upcoming Tesla quarterly earnings call is anticipated to address key investor concerns regarding Optimus and its impact on the T-chain [6][12] - The market is expected to focus on core T-chain companies as they approach critical decision-making phases, indicating a potential for increased investment activity [10]