铁飚
03-27
老乡，别跑
马斯克放出Optimus最新视频，称有望在今年夏季启动量产
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id=\"id_2910175672\">大规模招聘加速量产部署</h2><p>特斯拉此轮Optimus专项招聘规模超过80至100个职位，AI算法与生产工程类岗位占比逾50%，涵盖机器人软件工程师、机械集成工程师、制造工程师及专注于世界建模与视频生成的AI工程师等核心角色。</p><p>值得注意的是，部分职位要求候选人为Optimus生产线构建可扩展的数据管道，并开发用于大规模生产的自动化工具——招聘语言已从原型阶段转向工厂化量产逻辑。官方公告亦明确强调，需具备"大规模量产能力"，与马斯克"尽快实现高产量"的战略指令高度呼应。</p><h2 id=\"id_3318754546\">生产时间表与工厂改造</h2><p>特斯拉为Optimus量产所作的基础设施调整，已于今年1月28日的2025年第四季度财报电话会议上获得确认。马斯克宣布，公司将停止生产Model S和Model X，并将加州弗里蒙特工厂的相关生产线改造用于Optimus制造——这是特斯拉将旗下最古老的两条汽车产线让位于人形机器人项目的明确信号。</p><p>与此同时，特斯拉已于2025年底在得克萨斯超级工厂为专属Optimus制造设施破土动工，长期规划年产能达1000万台。</p><p>不过，技术瓶颈尚未完全消除。尽管特斯拉宣称核心技术难关已取得突破，手部可靠性与热管理问题仍有待实际量产过程中进一步验证。按照制造业典型的S型增长曲线，Optimus 3预计今年夏季进入小批量生产阶段，初期产能受限，规模化扩产将于2027年展开。</p><h2 id=\"id_1904617009\">Optimus愿景争议持续升温</h2><p>马斯克的商业逻辑建立在劳动经济学基础上：若Optimus能够规模化、低成本地完成重复性体力工作，潜在市场空间将极为可观。早期目标行业集中于制造组装、物料搬运、质量检验及仓库物流等领域，远期计划则延伸至家庭、医疗及更广泛的物流场景，马斯克的终极目标是将其推向智能手机级别的普及规模。</p><p>在估值层面，围绕Optimus愿景已被市场定价多少的争论持续升温。截至3月25日，特斯拉股价报约278美元，而GF 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class=\"title\">\n马斯克放出Optimus最新视频，称有望在今年夏季启动量产\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-03-26 14:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>特斯拉官方发布Optimus最新视频，首次集中展示了机器人的减速齿轮箱、灵巧手等核心硬件设计及研发环境，呈现出工程进展的具体程度，百余个专项职位同步开放。马斯克宣布Optimus 3今夏启动量产，2027年剑指年产百万台、终极目标10万亿美元营收。</p></blockquote><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>正将Optimus人形机器人从演示阶段全面推向工厂量产。</p><p>3月25日，特斯拉通过官方渠道发布Optimus最新视频，首次集中展示了机器人的减速齿轮箱、灵巧手等核心硬件设计及研发环境，呈现出工程进展的具体程度。</p><p>马斯克随即表示，Optimus 3有望于今年夏季启动生产，并计划在2027年实现大规模量产，初期年产能目标为100万台。</p><p>与此同时，特斯拉于3月25日发布专项招聘公告，在美国设施内同步开放逾100个Optimus相关职位，涵盖人工智能、工程及制造三大领域，招聘规模创历史新高。这一系列动作表明，Optimus已从边缘项目跃升为公司核心战略支柱，并对特斯拉的估值走向形成直接影响。</p><p>马斯克描绘了一幅更为宏观的图景——Optimus最终可能超越特斯拉汽车业务，创造高达10万亿美元的收入。这一目标引发市场广泛关注，而当前投资者更聚焦的，是量产进程能否按时兑现。</p><h2 id=\"id_2910175672\">大规模招聘加速量产部署</h2><p>特斯拉此轮Optimus专项招聘规模超过80至100个职位，AI算法与生产工程类岗位占比逾50%，涵盖机器人软件工程师、机械集成工程师、制造工程师及专注于世界建模与视频生成的AI工程师等核心角色。</p><p>值得注意的是，部分职位要求候选人为Optimus生产线构建可扩展的数据管道，并开发用于大规模生产的自动化工具——招聘语言已从原型阶段转向工厂化量产逻辑。官方公告亦明确强调，需具备"大规模量产能力"，与马斯克"尽快实现高产量"的战略指令高度呼应。</p><h2 id=\"id_3318754546\">生产时间表与工厂改造</h2><p>特斯拉为Optimus量产所作的基础设施调整，已于今年1月28日的2025年第四季度财报电话会议上获得确认。马斯克宣布，公司将停止生产Model S和Model X，并将加州弗里蒙特工厂的相关生产线改造用于Optimus制造——这是特斯拉将旗下最古老的两条汽车产线让位于人形机器人项目的明确信号。</p><p>与此同时，特斯拉已于2025年底在得克萨斯超级工厂为专属Optimus制造设施破土动工，长期规划年产能达1000万台。</p><p>不过，技术瓶颈尚未完全消除。尽管特斯拉宣称核心技术难关已取得突破，手部可靠性与热管理问题仍有待实际量产过程中进一步验证。按照制造业典型的S型增长曲线，Optimus 3预计今年夏季进入小批量生产阶段，初期产能受限，规模化扩产将于2027年展开。</p><h2 id=\"id_1904617009\">Optimus愿景争议持续升温</h2><p>马斯克的商业逻辑建立在劳动经济学基础上：若Optimus能够规模化、低成本地完成重复性体力工作，潜在市场空间将极为可观。早期目标行业集中于制造组装、物料搬运、质量检验及仓库物流等领域，远期计划则延伸至家庭、医疗及更广泛的物流场景，马斯克的终极目标是将其推向智能手机级别的普及规模。</p><p>在估值层面，围绕Optimus愿景已被市场定价多少的争论持续升温。截至3月25日，特斯拉股价报约278美元，而GF Value对TSLA的估值为253.41美元，将其标注为"明显高估"。这意味着，Optimus的量产进度及商业化落地能力，已成为左右特斯拉估值走向的关键变量。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9753361e4f73430b74709d4b04b8819f","relate_stocks":{"LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4585":"ETF&股票定投概念","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4555":"新能源车","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","IE00B1XK9C88.USD":"PINEBRIDGE 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3有望于今年夏季启动生产，并计划在2027年实现大规模量产，初期年产能目标为100万台。与此同时，特斯拉于3月25日发布专项招聘公告，在美国设施内同步开放逾100个Optimus相关职位，涵盖人工智能、工程及制造三大领域，招聘规模创历史新高。这一系列动作表明，Optimus已从边缘项目跃升为公司核心战略支柱，并对特斯拉的估值走向形成直接影响。马斯克描绘了一幅更为宏观的图景——Optimus最终可能超越特斯拉汽车业务，创造高达10万亿美元的收入。这一目标引发市场广泛关注，而当前投资者更聚焦的，是量产进程能否按时兑现。大规模招聘加速量产部署特斯拉此轮Optimus专项招聘规模超过80至100个职位，AI算法与生产工程类岗位占比逾50%，涵盖机器人软件工程师、机械集成工程师、制造工程师及专注于世界建模与视频生成的AI工程师等核心角色。值得注意的是，部分职位要求候选人为Optimus生产线构建可扩展的数据管道，并开发用于大规模生产的自动化工具——招聘语言已从原型阶段转向工厂化量产逻辑。官方公告亦明确强调，需具备\"大规模量产能力\"，与马斯克\"尽快实现高产量\"的战略指令高度呼应。生产时间表与工厂改造特斯拉为Optimus量产所作的基础设施调整，已于今年1月28日的2025年第四季度财报电话会议上获得确认。马斯克宣布，公司将停止生产Model S和Model X，并将加州弗里蒙特工厂的相关生产线改造用于Optimus制造——这是特斯拉将旗下最古老的两条汽车产线让位于人形机器人项目的明确信号。与此同时，特斯拉已于2025年底在得克萨斯超级工厂为专属Optimus制造设施破土动工，长期规划年产能达1000万台。不过，技术瓶颈尚未完全消除。尽管特斯拉宣称核心技术难关已取得突破，手部可靠性与热管理问题仍有待实际量产过程中进一步验证。按照制造业典型的S型增长曲线，Optimus 3预计今年夏季进入小批量生产阶段，初期产能受限，规模化扩产将于2027年展开。Optimus愿景争议持续升温马斯克的商业逻辑建立在劳动经济学基础上：若Optimus能够规模化、低成本地完成重复性体力工作，潜在市场空间将极为可观。早期目标行业集中于制造组装、物料搬运、质量检验及仓库物流等领域，远期计划则延伸至家庭、医疗及更广泛的物流场景，马斯克的终极目标是将其推向智能手机级别的普及规模。在估值层面，围绕Optimus愿景已被市场定价多少的争论持续升温。截至3月25日，特斯拉股价报约278美元，而GF Value对TSLA的估值为253.41美元，将其标注为\"明显高估\"。这意味着，Optimus的量产进度及商业化落地能力，已成为左右特斯拉估值走向的关键变量。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":304,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":9,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/546935382335520"}
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