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Posts$ 特斯拉 (TSLA.US) 的端侧 AI 故事正讲的风生水起，二代人形机器人 Optimus 的亮相时间一公布，股价又冲了 6.5%。
昨天刚说了二季度超预期的 44.4 万辆的总交付数，加上马斯克的薪资报酬问题也基本解决，这是时间点再秀一波端侧 AI 故事，确实是很不错的锦上添花：实际上，从苹果的 Apple intelligence，到特斯拉的汽车智驾，再到特斯拉机器人 Optimus，AI 的上涨线已经从云端的微软 + 算力的英伟达、再到闪存端的美光，到现在走到了消费者场景下的端侧 AI——手机、汽车、机器人。
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