特斯拉Optimus 3.0发布计划延迟！

芝能汽车2025-10-25

芝能科技出品特斯拉的人形机器人Optimus是人形机器人的压轴的产品。特斯拉希望依靠垂直整合和真实世界AI经验，将Optimus打造为可复制、可扩展的AI劳动力平台，但这个推出的时间表往后推迟了。大家本来预计特斯拉要在Q4推出Optimus 3.0原型机（11月份左右），并且启动小批量的生产计划，但特斯拉Q3的业绩会中特斯拉又再次推迟Optimus 3.0原型机的发布，预计明年Q1才能发布，而原定...

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股市新韭菜
2025-10-25
股市新韭菜
核心摘要里时间写错了吧？ai不行啊

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3.0原型机的发布，预计明年Q1才能发布，而原定于2026年初的机器人量产规划也推迟到了2026年底，并在明年年底建造百万产量的Optimus生产线。Optimus的研发路线和特斯拉的工程文化是有直接的关系的，人形机器人从登场到现在一直是快速试错，再推进制造。◎V2目前来看是功能样机，验证运动控制和感知算法，但结构复杂、装配困难，无法实现批量生产。◎V3则以可制造性为核心重新设计，提升结构模块化程度，并在执行机构与手部灵巧性上取得突破，使其能够完成更复杂的人机交互和物理任务。马斯克现在的重心确实是在AI上，频繁参与Optimus的工程会议，推动研发与制造同步进行。这种“制造驱动设计”的思路让特斯拉能在机器人领域复制汽车生产体系。最初的计划在2025年搭建年产百万台的产线，并在2026年底实现初步量产，现在在研发层面量产规划可能推迟了8个月。对于特斯拉来说，人形机器人在美国尚无成熟供应链，通过电机、执行器、芯片和软件自研，建立完整的垂直整合生态，由于研发和后续的对接持续迭代，所以这个过程也会比较折腾。最大的工程难点仍在手部系统。手部拥有超过20个自由度，需要兼顾力量、柔性与精度，其复杂度超过机器人其他部位总和，通过新型微驱动器和传感算法解决这一问题，为机器人的实际作业能力奠定基础。Optimus的智能核心来源于特斯拉在自动驾驶中的“真实世界AI”体系。不同于云端推理的大模型，特斯拉AI强调在本地完成感知、规划与决策。其模型经过数百万辆汽车的道路数据训练，如今被迁移至机器人，使其具备环境理解、自主移动和语音交互能力，Optimus已能在帕洛阿尔托总部自主行走并响应访客导航请求。特斯拉还在尝试与马斯克旗下XAI的通用大模型形成互补。XAI专注语义推理与自然语言理解，而特斯拉AI负责物理交互与实时执行。未来两者结合，将使Optimus既具行动能力，又能理解复杂任务指令，形成“语义驱动的物理智能”体系。在制造环节，特斯拉坚持“边生产、边优化”的策略，不冻结设计，而是在量产中持续迭代，快速循环机制虽然带来短期的不确定性，但能显著缩短技术验证周期，符合特斯拉一贯的工程节奏。小结特斯拉在Optimus 3.0的延迟，基本也把所有人形机器人的时间表推迟了8个月。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":492914642448456,"gmtCreate":1761361641471,"gmtModify":1761361643825,"author":{"id":"3518085287468930","authorId":"3518085287468930","name":"股市新韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":1,"idStr":"3518085287468930","authorIdStr":"3518085287468930"},"htmlText":"核心摘要里时间写错了吧？ai不行啊","listText":"核心摘要里时间写错了吧？ai不行啊","text":"核心摘要里时间写错了吧？ai不行啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492914642448456","repostId":2578524577,"repostType":2,"repost":{"id":"2578524577","kind":"news","pubTimestamp":1761352101,"share":"https://www.laohu8.com/m/news/2578524577?lang=zh_CN&edition=full","pubTime":"2025-10-25 08:28","market":"us","language":"zh","title":"特斯拉Optimus 3.0发布计划延迟！","url":"https://stock-news.laohu8.com/highlight/detail?id=2578524577","media":"芝能汽车","summary":"特斯拉希望依靠垂直整合和真实世界AI经验，将Optimus打造为可复制、可扩展的AI劳动力平台，但这个推出的时间表往后推迟了。Optimus的智能核心来源于特斯拉在自动驾驶中的“真实世界AI”体系。小结特斯拉在Optimus 3.0的延迟，基本也把所有人形机器人的时间表推迟了8个月。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251025083035364v201tuzopgzbjgh\"/><p>芝能科技出品</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的人形机器人Optimus是人形机器人的压轴的产品。</p><p>特斯拉希望依靠垂直整合和真实世界AI经验，将Optimus打造为可复制、可扩展的AI劳动力平台，但这个推出的时间表往后推迟了。</p><p>大家本来预计特斯拉要在Q4推出Optimus 3.0原型机（11月份左右），并且启动小批量的生产计划，但特斯拉Q3的业绩会中特斯拉又再次推迟Optimus 3.0原型机的发布，预计明年Q1才能发布，而原定于2026年初的机器人量产规划也推迟到了2026年底，并在明年年底建造百万产量的Optimus生产线。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251025083041623v201b18ps6onl7i\"/><p>Optimus的研发路线和特斯拉的工程文化是有直接的关系的，人形机器人从登场到现在一直是快速试错，再推进制造。</p><p><strong>◎</strong>V2目前来看是功能样机，验证运动控制和感知算法，但结构复杂、装配困难，无法实现批量生产。</p><p><strong>◎</strong>V3则以可制造性为核心重新设计，提升结构模块化程度，并在执行机构与手部灵巧性上取得突破，使其能够完成更复杂的人机交互和物理任务。</p><p>马斯克现在的重心确实是在AI上，频繁参与Optimus的工程会议，推动研发与制造同步进行。这种“制造驱动设计”的思路让特斯拉能在机器人领域复制汽车生产体系。</p><p>最初的计划在2025年搭建年产百万台的产线，并在2026年底实现初步量产，现在在研发层面量产规划可能推迟了8个月。</p><p>对于特斯拉来说，人形机器人在美国尚无成熟供应链，通过电机、执行器、芯片和软件自研，建立完整的垂直整合生态，由于研发和后续的对接持续迭代，所以这个过程也会比较折腾。</p><p>最大的工程难点仍在手部系统。手部拥有超过20个自由度，需要兼顾力量、柔性与精度，其复杂度超过机器人其他部位总和，通过新型微驱动器和传感算法解决这一问题，为机器人的实际作业能力奠定基础。</p><p>Optimus的智能核心来源于特斯拉在自动驾驶中的“真实世界AI”体系。</p><p>不同于云端推理的大模型，特斯拉AI强调在本地完成感知、规划与决策。其模型经过数百万辆汽车的道路数据训练，如今被迁移至机器人，使其具备环境理解、自主移动和语音交互能力，Optimus已能在帕洛阿尔托总部自主行走并响应访客导航请求。</p><p>特斯拉还在尝试与马斯克旗下XAI的通用大模型形成互补。XAI专注语义推理与自然语言理解，而特斯拉AI负责物理交互与实时执行。未来两者结合，将使Optimus既具行动能力，又能理解复杂任务指令，形成“语义驱动的物理智能”体系。</p><p>在制造环节，特斯拉坚持“边生产、边优化”的策略，不冻结设计，而是在量产中持续迭代，快速循环机制虽然带来短期的不确定性，但能显著缩短技术验证周期，符合特斯拉一贯的工程节奏。</p><p><strong>小结</strong></p><p>特斯拉在Optimus 3.0的延迟，基本也把所有人形机器人的时间表推迟了8个月。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉Optimus 3.0发布计划延迟！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉Optimus 3.0发布计划延迟！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-25 08:28 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251025083053a47388fc&s=b><strong>芝能汽车</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>芝能科技出品特斯拉的人形机器人Optimus是人形机器人的压轴的产品。特斯拉希望依靠垂直整合和真实世界AI经验，将Optimus打造为可复制、可扩展的AI劳动力平台，但这个推出的时间表往后推迟了。大家本来预计特斯拉要在Q4推出Optimus 3.0原型机（11月份左右），并且启动小批量的生产计划，但特斯拉Q3的业绩会中特斯拉又再次推迟Optimus 3.0原型机的发布，预计明年Q1才能发布，而原定...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251025083053a47388fc&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","BK4574":"无人驾驶","BK4598":"佩洛西持仓","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) 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3.0原型机（11月份左右），并且启动小批量的生产计划，但特斯拉Q3的业绩会中特斯拉又再次推迟Optimus 3.0原型机的发布，预计明年Q1才能发布，而原定于2026年初的机器人量产规划也推迟到了2026年底，并在明年年底建造百万产量的Optimus生产线。Optimus的研发路线和特斯拉的工程文化是有直接的关系的，人形机器人从登场到现在一直是快速试错，再推进制造。◎V2目前来看是功能样机，验证运动控制和感知算法，但结构复杂、装配困难，无法实现批量生产。◎V3则以可制造性为核心重新设计，提升结构模块化程度，并在执行机构与手部灵巧性上取得突破，使其能够完成更复杂的人机交互和物理任务。马斯克现在的重心确实是在AI上，频繁参与Optimus的工程会议，推动研发与制造同步进行。这种“制造驱动设计”的思路让特斯拉能在机器人领域复制汽车生产体系。最初的计划在2025年搭建年产百万台的产线，并在2026年底实现初步量产，现在在研发层面量产规划可能推迟了8个月。对于特斯拉来说，人形机器人在美国尚无成熟供应链，通过电机、执行器、芯片和软件自研，建立完整的垂直整合生态，由于研发和后续的对接持续迭代，所以这个过程也会比较折腾。最大的工程难点仍在手部系统。手部拥有超过20个自由度，需要兼顾力量、柔性与精度，其复杂度超过机器人其他部位总和，通过新型微驱动器和传感算法解决这一问题，为机器人的实际作业能力奠定基础。Optimus的智能核心来源于特斯拉在自动驾驶中的“真实世界AI”体系。不同于云端推理的大模型，特斯拉AI强调在本地完成感知、规划与决策。其模型经过数百万辆汽车的道路数据训练，如今被迁移至机器人，使其具备环境理解、自主移动和语音交互能力，Optimus已能在帕洛阿尔托总部自主行走并响应访客导航请求。特斯拉还在尝试与马斯克旗下XAI的通用大模型形成互补。XAI专注语义推理与自然语言理解，而特斯拉AI负责物理交互与实时执行。未来两者结合，将使Optimus既具行动能力，又能理解复杂任务指令，形成“语义驱动的物理智能”体系。在制造环节，特斯拉坚持“边生产、边优化”的策略，不冻结设计，而是在量产中持续迭代，快速循环机制虽然带来短期的不确定性，但能显著缩短技术验证周期，符合特斯拉一贯的工程节奏。小结特斯拉在Optimus 3.0的延迟，基本也把所有人形机器人的时间表推迟了8个月。","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLL":1.5,"TSLA":1.5}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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