摩根大通发表研究报告指,特斯拉(TSLA.US) 于2026年第三季业绩会上更新Optimus人形机器人进展,确认已在Fremont开始生产,并表示或可于明年年底前向其他公司付运;惟量产将属渐进式,对外销售前产量指引为1万至2万台,低于市场最乐观预期。该行指出,马斯克形容制造过程呈S曲线,最慢的部件或工序将决定整体爬坡节奏,并强调机械手仍是主要硬件瓶颈,要达到类人灵巧度、可靠性及机载智能仍具挑战...
Source Link摩根大通发表研究报告指,特斯拉(TSLA.US) 于2026年第三季业绩会上更新Optimus人形机器人进展,确认已在Fremont开始生产,并表示或可于明年年底前向其他公司付运;惟量产将属渐进式,对外销售前产量指引为1万至2万台,低于市场最乐观预期。该行指出,马斯克形容制造过程呈S曲线,最慢的部件或工序将决定整体爬坡节奏,并强调机械手仍是主要硬件瓶颈,要达到类人灵巧度、可靠性及机载智能仍具挑战...
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