CITIC Securities pointed out that Tesla possesses both leading AI large model technology and large-scale manufacturing capabilities. The company is positioned at the forefront of the global embodied intelligence industry chain, maintaining strong confidence in the mass production and application prospects of Tesla robots. Tesla Optimus is about to enter the production phase, and Cybercab is undergoing testing as planned. It is recommended to pay attention to core players in the industry chain.

智通财经2026/07/29 09:16

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