一个擎天柱机器人正彬彬有礼地为顾客盛装爆米花，只见他精准地倒了两下，然后竖起大拇指，挥挥手 递给顾客。整个过程非常利落，没有洒出来，也没有笨手笨脚。这就是特斯拉旗下人形机器人擎天柱入 驻洛杉矶主题餐厅的工作场景。此外，擎天柱还能精准识别顾客的讲话。当顾客说爆米花没有盛满的时 候，擎天柱又去盛了一点爆米花，并恰好倒满食品袋。 业内人士表示，特斯拉的人形机器人首次在餐厅中亮相并参与服务，展示了其在服务场景中的潜力和创 新性。 马斯克对擎天柱可谓寄予厚望。他表示，如果特斯拉能够在人形机器人和自动驾驶领域成功执行其宏伟 蓝图，公司的估值有望达到25万亿至30万亿美元，这一数字是其当前市值的20~30倍。 AI领域下一个必争之地。 8月14日上午，A股市场各主要指数再度发力，上证指数盘中突破3700点大关，再创阶段新高。近期最 典型大牛股当属工业富联、新易盛、胜宏科技等AI题材个股，它们都是英伟达产业链上的重要参与 者，实现了业绩、股价双赢。 特斯拉人形机器人被寄予厚望 AI作为近年来最宏大的叙事，以英伟达为代表的AI硬件企业可谓是赚得盆满钵满。展望下一个时代， 人形机器人作为必争之地已经受到了市场极大的关注和青睐，而 ...

Group 1 - The core vision of Tesla, as articulated by CEO Elon Musk, is to evolve into a $25 trillion to $30 trillion business empire centered around humanoid robots and AI, rather than just automobiles [1][4][5] - Musk emphasizes the potential demand for the Optimus humanoid robot, predicting a market size of hundreds of billions of units, which could generate annual revenues of $30 trillion if mass production is achieved [1][5][26] - The Robotaxi business model will operate on a hybrid ownership structure, combining Tesla-owned vehicles with those owned by customers, similar to Uber and Airbnb [4][8][22] Group 2 - Tesla's core competencies in AI, energy, and advanced manufacturing are seen as foundational to achieving Musk's ambitious vision [2][4] - The energy business is projected to be a significant growth driver, with expected revenue of approximately $10.1 billion in 2024, reflecting a 67% year-over-year increase [2][7] - Musk's AI company, xAI, is pursuing $12 billion in debt financing to support AI model training and data center construction, highlighting the importance of computational power in AI development [2][6] Group 3 - The Optimus robot is positioned as Tesla's most significant product to date, with a potential market demand of 20 billion to 50 billion units, surpassing the automotive business [5][26] - Musk plans to initiate mass production of a redesigned version of the Optimus robot next year, focusing on high-value applications such as caregiving for the disabled [5][25] - The AI advancements are described as a "supersonic tsunami," indicating rapid progress that could lead to transformative productivity gains [2][6][32] Group 4 - The Robotaxi service will feature a dual ownership model, allowing customers to contribute their vehicles to the fleet, thus creating a flexible transportation network [4][8][22] - Musk envisions the initial applications of the Optimus robot in high-value sectors, such as healthcare and hazardous work environments [5][27] - The integration of AI and robotics is expected to significantly alter the labor market and societal structures, raising philosophical questions about the meaning of life in a future dominated by machines [2][6][30]