1. From “Car Show” to “Production Line Ready”: The Transformational Milestone of Optimus V3In September 2025, Tesla confirmed for the first time at a closed-door meeting at its Texas Gigafactory that the hardware freeze version of Optimus V3 will be finalized in October, publicly showcased in November, and small-scale trial production will commence in December. … Read more
Tesla’s stock price saw a significant drop of over 4% on October 7. Market rumors are rampant. This is mainly due to the repeated downward adjustments of Tesla’s “Optimus” robot mass production targets, as the key technologies for the “Optimus” humanoid robot are difficult to achieve as expected. Will Tesla’s humanoid robot be a “pipe … Read more
Recently, Tesla’s AI account released a video featuring Tesla’s humanoid robot “Optimus”:In the video, Tesla’s humanoid robot is practicing martial arts, engaging in combat with a human, using both hands and feet.Additionally, Tesla stated that the robot is controlled by AI and is not remotely operated by humans!“To autonomously perform such complex movements without human … Read more
Meeting Time: September 26, 2025, 07:54 Meeting Topic: Core Updates and Spatial Calculations of Humanoid Robots Host: Dongwu Securities Telecom Chief Zeng Duohong Speaker: Research Team Member Xiaoyan Participants: Institutional Investors and Invited Clients 1. Opening Remarks and Panel Insights Zeng Duohong first reviewed the overall performance of the humanoid robot sector: Since the beginning … Read more
In the current rapid iteration of artificial intelligence and robotics, a silent battle over “visual data” has begun. On September 22, Morgan Stanley released a research report stating that the Visual-Language-Action (VLA) model is the core of AI robots achieving autonomous interaction, and the key to training such models—“reality capture data”—is becoming the focus of … Read more
The Tesla humanoid robot is on the verge of mass production, expected to bring a “catalyst effect” to the global robotics market. Recently, Tesla CEO Elon Musk announced the latest production plan for the humanoid robot Optimus. According to the plan, Tesla aims to increase the production of humanoid robots to 50,000 to 100,000 units … Read more
1. Analysis of Tesla Robot Core ComponentsTop Group Analysis: Top Group’s product expectations in the robotics field focus on the T2 one joint and dexterous hand. Based on a 50% market share estimate, the robot’s market value is approximately 600 – 1000 billion, and with the dexterous hand expectations, the total market value is about … Read more
Welcome to click the blue text aboveCar Gathering Network to follow us. More authentic, more independent, more open 丨 www.autoju.com Introduction | Tesla is once again in the spotlight In recent days, Tesla has been in the spotlight, and not in a good way. After the domestic version of the Model 3 chip issue, the … Read more
Recently, the delivery ceremony for the Tesla Model 3 in the Chinese market was officially held at the Tesla Beijing Jinguang Experience Center. As Tesla’s first economical new energy vehicle, the delivery of the Model 3 is of milestone significance in promoting the replacement of traditional cars with new energy vehicles in China. This article … Read more
According to Wind data, as of September 17, 2025, the fund has achieved a growth rate of 205.01% over the past year, with a year-to-date increase of 100.35%.On the evening of September 15, Yushu Technology officially announced the open-source UnifoLM-WMA-0 world model-action (WMA) architecture on its official platform. According to Yushu Technology, UnifoLM-WMA-0 is designed … Read more