中信证券 10 月 18 日研报表示，特斯拉在 X 平台官方账号上放出 Optimus 最新进展视频，视频中人形机器人可以视觉自主避障、建图、搬运零件，自主地与人类交互，根据人类需求递物品。相比于 “We, Robot” 活动上的表现，本次视频中的内容是对于当前 Optimus 自主能力的更好展示，机器人初步具备工厂中的可应用性。我们认为明年将是人形机器人的量产之年，Optimus 机器人逐步在工厂中部署。建议关注特斯拉机器人产业链核心标的。
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