《大行》花旗:特斯拉Optimus审核中国供应商 看好中国机器人供应链主题

阿斯达克财经
Sep 22

花旗发表中国汽车零件及设备行业报告,指特斯拉Optimus团队近日审核中国零部件供应商宁波拓普(601689.SH) 、三花智控(02050.HK) 及均胜电子(00699.HK) ,据TESLARATI报道,可能将该等供应商由临时状态提升为认证量产伙伴,审核并附带初始批次约5,000部的新订单。特斯拉Optimus于9月中每周产能约500部,目标为9月底达约1,000部,以及2026年第四季达2...

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