特斯拉专题研究系列三十四:马斯克薪酬计划方案通过 新一代人形机器人发布在即

国信证券
Nov 16

核心观点股东大会&三季报财报交流会核心内容梳理:马斯克薪酬方案顺利通过,26年Q1 将推出Optimus Gen3。特斯拉召开2025 年第三季度财报电话会,结合财报整理以下核心要点:1)马斯克薪酬方案顺利通过;2)人形机器人:26年一季度将推出Optimus 生产意向展示原型;计划明年底左右启动年产100万台规模的生产线;并在德克萨斯超级工厂建造年产1000 万台的产线;Gen3投产后,...

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