马斯克：将快速拥有1万到3万台Optimus

Core Insights - The article emphasizes the upcoming release of Tesla's Optimus V3, which is expected to be a significant catalyst for the T-chain and related stocks [2][6] - The T-chain stocks have shown unexpected strong performance in early February, with several stocks experiencing daily limit-up movements, particularly those newly favored by the market [2][6] - Elon Musk's recent interview highlighted the establishment of the Optimus Academy, aimed at training thousands of robots through self-play, indicating a substantial scale-up in Tesla's robotics efforts [3][6] T-chain Performance - During the first trading week of February (February 2-6), T-chain stocks experienced a broad rally, with notable gains on February 3 and February 6, despite the absence of official positive news from Tesla [2] - The trend of "new over old" was observed, with investors favoring newly identified stocks, particularly those involved in North American communications and new T-chain opportunities [2][6] Key T-chain Stocks - Several key T-chain stocks have been highlighted for their strong performance and potential, including: - Core supplier (C) for structural components, which has received exclusive supply opportunities [6] - Core sensor supplier (A), which completed a factory audit with feedback exceeding expectations [6] - Potential core stock (K) for rotary joints, currently considered undervalued [6] - Core stock (Y) related to thermal management, which has also gained significant attention [6] Future Outlook - The article suggests that as the release of Optimus V3 approaches, the focus on T-chain stocks will intensify, with capital becoming more concentrated on these opportunities [7] - Continuous updates and insights on T-chain developments and related stocks will be provided through the "Robot Headlines" knowledge platform, indicating ongoing engagement with industry trends [7]