Group 1 - Tesla has clarified the progress of its third-generation robot, which is expected to enhance market certainty regarding industry development and the rollout of new technologies [1][2] - The prototype of the third-generation humanoid robot, Optimus, is set to be completed within three months, with production planned to start in early 2026, aiming for a monthly output of 100,000 units within five years [1][2] - The Q2 earnings call emphasized expectations for the evolution of AI in robotics, with the potential for Robotaxi services to expand to cover half of the U.S. population by the end of 2025 [1][2] Group 2 - Market expectations for the new generation of robots are likely to strengthen, particularly regarding advancements in motion coordination and the ability to perform complex tasks [2] - Concerns about delays in the robot's development are expected to dissipate, leading to increased certainty in industry development forecasts [2] - Companies within the Tesla robot supply chain, such as Top Group, Sanhua Intelligent Controls, and Zhenyu Technology, are recommended for attention due to their potential alignment with new technological changes [2]