隔夜特斯拉股价创下历史新高。分析认为,此次股价突破核心逻辑包括公司人形机器人Optimus进展超预期及行业政策红利催化。马斯克此前披露,Optimus计划2025年底部署数千台至旗下工厂,4-5年内实现百万台年产能,弗里蒙特工厂试生产线已正式曝光。相较于此前仅聚焦技术展示,此次增量信息集中于量产落地推进:供应链订单落地、检测标准明确及2026年一季度Gen3机器人发布计划,标志着项目从研发阶段迈入...
Source Link隔夜特斯拉股价创下历史新高。分析认为,此次股价突破核心逻辑包括公司人形机器人Optimus进展超预期及行业政策红利催化。马斯克此前披露,Optimus计划2025年底部署数千台至旗下工厂,4-5年内实现百万台年产能,弗里蒙特工厂试生产线已正式曝光。相较于此前仅聚焦技术展示,此次增量信息集中于量产落地推进:供应链订单落地、检测标准明确及2026年一季度Gen3机器人发布计划,标志着项目从研发阶段迈入...
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