(原标题:拆解特斯拉机器人供应链:30 多位从业者看到的泡沫和希望)作者 |李梓楠来源 | 晚点LatePost导语:重新发明了汽车,但还没造出可用的轮子。今年 4 月中旬,特斯拉采购团队来到宁波一家供应商的厂区,做人形机器人量产前的最后一次审厂。门口一辆车上,盯梢的人对上了车牌,拍下照片发给 “上线”:“特斯拉来审厂了。”值得这么麻烦。第二个交易日,这家公司股价照例涨停。从特斯拉 2022 年 ...
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