订特斯拉Optimus V3自用、V4剑指爆款,人形机器人迈入“特斯拉量产时代”!

同壁财经
Feb 10

近期,机器人板块再迎重磅产业催化。据卖方机构最新分析,特斯拉人形机器人Optimus的产业化路径已空前清晰,正从实验室加速迈向规模化量产,为整个产业链带来了前所未有的确定性订单预期。分析认为,特斯拉明确的产业化路径是引爆行情的核心引擎:直接驱动力:特斯拉“自用”订单锁定初期产能,提供业绩“从0到1”保障。 据悉,Optimus V3版本将优先应用于特斯拉自家工厂,使其自身成为第一个“大客户”。这种...

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