[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio81b1b76b":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio81b1b76b","不是PPT，是产线！特斯拉(TSLA)Optimus机器人7月首秀，百万产能产线Q2启动","\u002Fdoc\u002Fdcio81b1b76b","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，埃隆・马斯克的人形机器人梦想正一步步照进现实。特斯拉(TSLA)的Optimus(擎天柱)生产线的筹备工作将于第二季度启动，Optimus V3 有望在今年7月底至8月亮相。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">特斯拉在一季度财报中表示，公司首个大型Optimus工厂的筹备工作 “将于第二季度内尽快启动”。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">第一代Optimus机器人生产线将落户特斯拉弗里蒙特工厂，现有Model S与Model X产线将被改造用于机器人生产。特斯拉表示，这条生产线每年有望生产100万台机器人，这也是典型的“马斯克式”宏大目标。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">德州超级工厂后续将部署第二代Optimus生产线，长期产能目标更为激进，达到年产1000万台。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">马斯克对Optimus有着远大规划，其应用场景并不局限于特斯拉工厂内部，未来机器人将参与电池生产及其他制造环节。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">“明年某个时候，Optimus或许就能在特斯拉之外发挥作用了，”他说道，不过这一表述仍较为模糊，留有一定余地。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">特斯拉正加速抢占商业化先机，以免在日趋拥挤的赛道中落后。从 Figure、波士顿动力，到一众中国厂商，竞争对手都在加快自身研发进度。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">具身智能（Embodied Intelligence，又称实体人工智能）是特斯拉深耕多年的战略赛道。从用于训练完全自动驾驶(FSD)的 AI 数据中心与算力集群，到支撑机器人研发的硬件基础设施，再到未来将落地的自研芯片，特斯拉已构建起完整的技术体系。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">特斯拉表示，Optimus 将采用统一 AI 架构，可为旗下车辆和机器人提供动力。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">人形机器人前景广阔，但市场疑虑仍存\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">不过市场质疑依然存在。目前在特斯拉活动中展出的Optimus机器人，尚未真正在工厂产线上 “投入工作”;原定于 4 月发布的第三代 Optimus V3 也迟迟未亮相。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">马斯克称，Optimus V3 的发布时间或将推迟至 “7 月底至 8 月”，大致与量产启动时间同步。他还表示，不愿过早向竞争对手披露设计方案及相关知识产权。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">马斯克和特斯拉认为Optimus可能是一个价值数万亿美元的商机，马斯克此前曾声称，地球上的每个人都将拥有一到两个机器人。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">华尔街对机器人领域持乐观态度，但不像马斯克那般激进。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美国银行分析师亚历山大・佩里本周早些时候写道“尽管我们预计Optimus短期内不会带来显著业绩贡献，但我们看到了潜在的长期机遇。我们的团队预测，2030 年全球人形机器人出货量将达 120 万台，2035 年升至 1000 万台。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]