马斯克：全力押注Optimus，冲刺百万年产能

Core Viewpoint - Tesla's Q4 financial report showed a decline in revenue and profit, but exceeded expectations in gross margin and earnings per share, leading to a nearly 4% increase in stock price post-announcement [2] - Elon Musk focused on AI, Robotaxi, and the humanoid robot Optimus during the earnings call, indicating a strategic shift away from traditional automotive discussions [2] Group 1: Tesla's Financial Performance - Q4 revenue and profit decreased, but gross margin and earnings per share were higher than expected [2] - The stock price reacted positively, increasing by nearly 4% after the earnings report [2] Group 2: Optimus Robot Development - Musk announced that Optimus V3 will be released in a few months, showcasing significant improvements over V2.5 [2] - Production of Model S and Model X is expected to cease as the Fremont factory is repurposed for Optimus production, with a long-term goal of achieving an annual production capacity of one million robots [2] Group 3: T Chain Developments - T Chain companies have seen a mix of positive news, including contracts and project confirmations, but overall performance has been weak due to a lack of significant catalysts [3] - Recent downward trends in T Chain stocks were noted, particularly on January 26, with some stocks hitting their daily limits [3] Group 4: Market Sentiment and Future Outlook - The market is awaiting the release of Optimus V3 as a potential catalyst for T Chain stocks [5] - Key T Chain companies are focusing on North American communications and have received positive feedback from recent engagements [5][6]