智通财经APP获悉，南方两倍做多特斯拉(07766)涨超2%，截至发稿，涨2.55%，报82.7港元，成交额22.08万港元。
消息面上，9月17日，据市场媒体报道，知情人士透露，特斯拉(TSLA.US)近日向供应商下发了约5000台Optimus机器人新订单，这是继此前数百台试产订单之后，首个千台级别的量产订单。特斯拉正加速在中国推进Optimus人形机器人供应链的审厂工作，走访上海、杭州、宁波以及厦门等地供应商。
瑞银此前发布人形机器人行业洞察报告指出，特斯拉Optimus Gen3预计2026年夏季开始生产，2027年达到高产量。若Gen3在AI模型和灵巧手(微型行星滚柱丝杠与腱驱动)上表现超预期，将利好供应链公司。
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