Lates News

CICC Research Report stated that Optimus V3 continues to heat up and suggests focusing on high-quality segments. The overall pace of Tesla Gen3's release and other developments align with expected production plans. Optimus will be a general-purpose robot that can learn to complete tasks by observing human behavior. Tesla is leading the global "physical AI" industry revolution, with humanoid robots as one of its core pillars, continuously iterating through a "data-algorithm-hardware" loop. Products are also expected to gradually extend from the business-to-business (B2B) sector to the business-to-consumer (B2C) sector, gradually opening up an expected space for a million humanoid units. Looking ahead, key areas worth focusing on include Gen3 fixed-point positioning, new product releases, robot performances at the Spring Festival Gala, and progress in the IPO of domestic robot manufacturers. It is recommended to focus on high-quality segments and grasp core changes in determinism and agility, among other factors.