At the company’s annual stockholder meeting in June, Musk revealed Optimus Gen 2 is being produced for $10,000 and there will be over 1,000, or a few thousand Optimus robots working at Tesla in 2025. Musk expected Optimus robots some day will perform like R2-D2 and C-3PO in “Star...
1)有望进入特斯拉产业链的总承:三花智控、拓普集团;( 2)价值量较高的零部件环节:谐波减速器(绿的谐波)、丝杠(贝斯特、斯菱股份)、力传感器(柯力传感)、空心杯电机(鸣志电器)。 风险提示:高科技领域出口管制风险;人形机器人量产不及预期;技术突袭风险;与终端客户对接进展不及预期;部分个股过度pricein风...
事件: 2023 年12 月13 日,Tesla 发布Optimus gen-2 推介视频,视频显示第二代optimus 手腕与脖颈等部位转动更加灵巧,深蹲过程中平衡性更强,双手取放鸡蛋显示触感环节快速迭代。 据视频介绍,第二代optimus:( 1)使用tesla 自研的传感器和执行器;( 2)拥有具备2 自由度的可主动控制脖子;( 3)使用集成化驱动器;( ...
With reports that Tesla's Optimus robots were human-aided at the company's We, Robot event, we take a look at the Optimus Gen-2 and the rival Unitree G1.
Tesla has unveiled Optimus Gen-2, the 2nd generation bipedal robot with the ability to walk independently, dance, and manipulate objects. Let's deep dive into what Elon Musk's latest creation brings to the world.Earlier this week, Tesla unveiled Optimus Gen-2, the 2nd generation of the Tesl...
Bank of America analyst John Murphy last month raised his price target on Tesla by $50 to $400 per share, citing the impact robotics technology will have on the group's upcoming fleet of Cybercabs, which are expected to launch next year. Murphy said Tesla was testing Optimus in a host ...
Elon Musk has suggested a starting price point for the Optimus Tesla robot of around $30K, though he was likely talking about a future when the production scale has been achieved. One can safely assume that there would also be premium features, service packages, and upgrades for additional fee...
Bank of America analyst John Murphy last month raised his price target on Tesla by $50 to $400 per share, citing the impact robotics technology will have on the group's upcoming fleet of Cybercabs, which are expected to launch next year. Murphy said Tesla was testing Optimus in a host ...
Bank of America analyst John Murphy last month raised his price target on Tesla by $50 to $400 per share, citing the impact robotics technology will have on the group's upcoming fleet of Cybercabs, which are expected to launch this year. Murphy said Tesla was testing Optimus in a host ...
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