分歧！Optimus V3发布时间

Core Insights - The core focus of the article is on the anticipated release of Tesla's Optimus V3 humanoid robot, with indications that its launch may be delayed, impacting the T-chain stocks associated with it [2][4][7] T-chain Developments - The T-chain stocks experienced a rebound on March 10, followed by a collective pullback on March 11, attributed to the lack of official catalysts from Tesla [8] - The market consensus is that the release of Optimus V3 is a critical catalyst for T-chain stocks, with expectations that its performance will exceed prior forecasts [4][8] - The anticipated timeline for the V3 release has shifted, with new expectations set for late March or early April [7] New Beneficial Stocks - Several T-chain stocks have recently signed Power Purchase Agreements (PPAs), indicating positive developments: - Stock H entered Tesla's direct supply list in February, exceeding expectations regarding T products and Average Selling Price (ASP) [9] - Stock Z held a specialized meeting in February discussing progress and capacity planning related to Tesla [9] - Stock B achieved significant progress in March, gaining a substantial market share [9] - Stock K is expected to visit North America soon, with rapid advancements that could position it as a major growth stock [9] Market Trends - The T-chain stocks are narrowing their focus, with core stocks becoming increasingly clear and warranting close attention [10] - The T-chain is set to initiate a new round of North American activities in March, with multiple stocks signing PPAs [10] - The market is advised to focus on core stocks with confirmed growth potential, particularly those that are newly identified as key players [11]