针对企业家杰森·卡拉卡尼斯"没人会记得特斯拉造过车，只会记得其量产10亿台Optimus"的言论，马斯 克直言"很可能成真"，这一愿景也是马斯克千亿薪资方案的核心。 2025年9月，特拉斯董事会批准了马斯克的天价薪资方案，根据该方案定下的四大产品目标中的两项 是：特斯拉汽车累计交付量达到2000万辆、2030年前部署百万台Optimus。 特斯拉CEO马斯克在达沃斯表示，到明年年底，将开始向公众销售人形机器人。 1月19日，据环球网科技援引外媒Futurism报道，在全球汽车销量持续暴跌、驾驶辅助软件深陷监管困 境的双重压力下，特斯拉CEO埃隆·马斯克正急于为公司寻找新出路，而Optimus人形机器人成为其最新 执念。马斯克宣称，这款机器人将推动特斯拉转型为估值25万亿美元的机器人公司，其价值占比将远超 现有业务。 据第一财经消息，近日，马斯克在一场长达三小时的深度播客访谈中大胆预言：通用人工智能（AGI） 2026年便能实现。访谈中，马斯克还提及了机器人和自动化的未来。他预测，AI驱动的机器人将成为 生产和服务领域的重要力量，有能力在未来数年内超越现有的专业技能，例如他提到未来三年内 Optimus这类AI ...

Group 1 - The core viewpoint of the articles highlights Tesla's shift towards robotics, particularly the Optimus humanoid robot, as a new growth avenue amid declining automotive sales and regulatory challenges in driver-assistance software [1][2] - Elon Musk predicts that by 2040, the number of robots will reach "10 billion or more," indicating a significant future reliance on robotics for production and services [2] - Tesla's automotive deliveries for 2025 are projected to be 1.636 million units, reflecting an approximate 8.6% year-over-year decline, marking the first time Tesla's annual electric vehicle sales have been surpassed by Chinese manufacturer BYD [2] Group 2 - Despite ambitious goals, Tesla's target of producing 5,000 units of the Optimus robot by 2025 has not been met, with actual production only reaching several hundred units, and the robots still depend on remote control for operation [3] - Tesla's revenue for Q3 2025 was reported at $28.1 billion, a 12% year-over-year increase, but net profit fell to $1.373 billion, a 37% decline, with an operating margin of only 5.8%, the lowest in five years [3] - Plans are underway for Tesla to expand its Texas Gigafactory to establish a dedicated facility for mass production of the Optimus robot, aiming for an annual production capacity of 10 million units, with mass production expected to start in 2027 [3]