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$特斯拉(TSLA)$

马斯克刚刚说：Optimus将会史诗级的牛逼

说实话挺有意思，很多人觉得Optimus磨这么久，是技术不行。但马斯克在Q2财报给出了另一种解释：市面上很多人形机器人，都是提前编程或者遥控，本质只是演示。Optimus要做的是真正的通用机器人，靠AI自主感知、执行任务，走进真实生活，而不是只会拍宣传片！

特斯拉涨3.5%，"它不是车企"的叙事又要点火？

特斯拉今日上涨3.49%，机器人与AI叙事重新升温。Yahoo连发多文——"人人都以为特斯拉是车企，这是十年来最大误判"，以及马斯克的机器人"营收或超越亚马逊6000亿美元"，把估值锚从汽车切向Optimus与自动驾驶；不过也有"超级多头略转谨慎"的降温声音。当市场重新定价"AI+机器人"的特斯拉，这波估值重构站得住吗？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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一只没有耳朵一只没有尾巴
08-04
一只没有耳朵一只没有尾巴
Me Robot发布会上Optimus遥控的事你忘了？Tesla Diner开业的时候Optimus也是遥控的你也忘了？

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