【华鑫汽车|行业周报】 特斯拉Optimus Gen3更新在即,上海车展智能驾驶及智能座舱成行业焦点

华鑫研究
29 Apr

投资要点▌特斯拉Optimus Gen3更新在即,小鹏机器人亮相上海车展特斯拉是创新能力-供应链资源-软硬件全方位领先车企,Optimus更新有望带动下一波机器人行情。我们认为,Optimus Gen 3更新主要涉及两个部分:1)灵巧手自由度大幅提升带动手部价值量迅速上升,推测采取空心杯电机+减速器+微型丝杠+腱绳组成的模组方案,大量模组环绕布局在前臂上,节省手掌内部空间。2)肩部执行器调整,设计...

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