Core Viewpoint - Tesla's Q3 performance report has garnered significant attention, with a slight delay in the Gen3 launch being considered normal for new products with high variability [1] Group 1: Tesla's Q3 Performance - The Q3 earnings call was more positive compared to previous ones, showcasing new developments such as the ability to operate autonomously over a larger area [1] - For the first time, the earnings report presented progress on mass production lines, enhancing long-term production expectations [1] Group 2: Industry Outlook - Domestic policies are positively supporting the development of the entire intelligent robotics industry chain, with promising performance expected from domestic supply chains [1] - The humanoid robot industry trend remains favorable, focusing on companies with certainty in the T-chain and domestic supply chains, while also paying attention to new developments in areas like dexterous hands [1]

格隆汇10月27日｜中信建投指出，特斯拉Q3业绩会引起广泛关注，尽管Gen3发布时间较此前预期略有 推迟，但对于变动较大的新品来说2个月左右的延迟属正常现象，且本次业绩会相较此前更为积极，同 时有新的变化，比如可以在更大范围内自主运行，首次在财报里呈现量产产线进展，并打开长期量产预 期。此外，国内政策积极表态利好具身智能全产业链发展，国产链表现值得期待。中信建投依然看好人 形机器人产业趋势，聚集T链和国产链确定性的企业，同时关注灵巧手等环节新变化。 ...