特斯拉擎天柱“摔倒”事件：暴露机器人真相，自主能力究竟有多少水分_老虎社区_美港股上老虎

特斯拉擎天柱“摔倒”事件：暴露机器人真相，自主能力究竟有多少水分

具身阿尔法12-11 08:20

迈阿密“Autonomy Visualized”活动与一瞬间的“摔倒”根据Reddit上发布的一段视频，近日，一段在美国迈阿密由 Tesla 举办、名为“Autonomy Visualized”的公开活动中，Optimus 机器人递送瓶装水时突然失衡、后仰跌倒的视频在网上疯传。视频中最引人注目的是：在倒地之前，机器人做出了一个“像人类摘头显”的手部动作 — 双手匆忙举过头顶，仿佛“突然断线”的 ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2590547675?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-12-11 08:20","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2590547675","market":"us","top_or_hot":-1,"title":"特斯拉擎天柱“摔倒”事件：暴露机器人真相，自主能力究竟有多少水分","media":"具身阿尔法","content":"<div>\n<p>迈阿密“Autonomy Visualized”活动与一瞬间的“摔倒”根据Reddit上发布的一段视频，近日，一段在美国迈阿密由 Tesla 举办、名为“Autonomy Visualized”的公开活动中，Optimus 机器人递送瓶装水时突然失衡、后仰跌倒的视频在网上疯传。视频中最引人注目的是：在倒地之前，机器人做出了一个“像人类摘头显”的手部动作 — 双手匆忙举过头顶，仿佛“突然断线”的 ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211082202a730bcff&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>特斯拉擎天柱“摔倒”事件：暴露机器人真相，自主能力究竟有多少水分</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\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特斯拉擎天柱“摔倒”事件：暴露机器人真相，自主能力究竟有多少水分\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-11 08:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211082202a730bcff&s=b><strong>具身阿尔法</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>迈阿密“Autonomy Visualized”活动与一瞬间的“摔倒”根据Reddit上发布的一段视频，近日，一段在美国迈阿密由 Tesla 举办、名为“Autonomy Visualized”的公开活动中，Optimus 机器人递送瓶装水时突然失衡、后仰跌倒的视频在网上疯传。视频中最引人注目的是：在倒地之前，机器人做出了一个“像人类摘头显”的手部动作 — 双手匆忙举过头顶，仿佛“突然断线”的 ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211082202a730bcff&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00B1BXHZ80.USD","symbol_name":"Legg Mason ClearBridge - US Appreciation A Acc USD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211082202a730bcff&s=b","article_id":"2590547675","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211082202a730bcff&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2590547675","pubTimestamp":1765412450,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"迈阿密“Autonomy Visualized”活动与一瞬间的“摔倒”根据Reddit上发布的一段视频，近日，一段在美国迈阿密由 Tesla 举办、名为“Autonomy Visualized”的公开活动中，Optimus 机器人递送瓶装水时突然失衡、后仰跌倒的视频在网上疯传。事实上，已有资管机构据此下调对 Tesla 的评级，将其从“增持”降至“持有”，并指出市场对 Optimus 的预期可能已接近饱和。未来若无关键突破与透明披露，那这个“擎天柱神话”可能只是一个泡沫。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4612":"AI芯片","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4574":"无人驾驶","LU0823411888.USD":"法巴消费创新基金 Cap","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4581":"高盛持仓","BK4543":"AI","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","TSYW.SI":"TESLA 3xLongSG261006","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4511":"特斯拉概念","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4534":"瑞士信贷持仓","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4516":"特朗普概念","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4592":"伊斯兰概念","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4548":"巴美列捷福持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","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","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","BK4555":"新能源车","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","BK4588":"碎股","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4550":"红杉资本持仓","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4551":"寇图资本持仓","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4598":"佩洛西持仓","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","TSLA":"特斯拉","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0823414478.USD":"法巴经典能源转换基金","LU1548497426.USD":"安联环球人工智能AT Acc","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4604":"机器人概念","BK4527":"明星科技股","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC"},"translate_title":"Tesla Optimus Prime's \"fall\" incident: exposing the truth about robots, how much water is there in autonomous capabilities","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLA":1.97,"TSYW.SI":0.6},"content_text":"迈阿密“Autonomy Visualized”活动与一瞬间的“摔倒”根据Reddit上发布的一段视频，近日，一段在美国迈阿密由 Tesla 举办、名为“Autonomy Visualized”的公开活动中，Optimus 机器人递送瓶装水时突然失衡、后仰跌倒的视频在网上疯传。视频中最引人注目的是：在倒地之前，机器人做出了一个“像人类摘头显”的手部动作 — 双手匆忙举过头顶，仿佛“突然断线”的 VR 用户。紧接着它失去平衡，整个人形机器人翻倒在地，水瓶散落一地。这个动作并不像单纯的机械失衡那么随意，而是与“远程操控 — 操作者摘掉 VR 头显”的经典动作高度一致。对于普通观众而言，这可能看起来只是一次“演示事故”。但如果把这个事件放在 Tesla 过去所有对外宣传和“能力展示”的脉络里，就不得不发出疑问：Optimus所谓“自主、AI驱动、能像人一样行动”的画面，究竟有多少是真的？多少是幕后“人为导演”的秀？Tesla 屡次被曝“人控门” —— “秀大于实”的机器人表演其实，这绝非第一次有人指出 Optimus 的演示可能主要依赖远程操控／人类穿戴动作捕捉服。在 2024 年的 “Cybercab / We, Robot”活动中，虽然 Tesla 将 Optimus 描述为“你私人版 R2-D2 / C-3PO”，并宣称它们可以“在人群中自由行走、服务饮料、互动对话” —— 但实际上外界多位观察者和分析师指出，那些机器人多数是通过“tele‑ops（远程操作／人控）”实现的。当时甚至有机器人“开玩笑”承认：“今天我在人类协助之下；我还没有完全自主。”更早的时候，Tesla 推出 Optimus 折叠衣服、整理电池模块等演示，也被质疑是 motion‑capture + 人控的套路：有网友指出，在折叠衣服的视频里，画面隐约能看到机械臂影子，动作与机器人同步。后来 Tesla 也不得不承认，这并非“自主完成”。换句话说：从“人穿机械壳装走路扮机器人” → “motion‑capture + tele‑ops 模拟动作” → Tesla 宣称“AI + 真实机器人”的阶段，背后始终伴随一个“表演优先，技术兑现滞后”的套路。因此，这次迈阿密事件 —— 机器人“空摘头显 + 跌倒露馅” —— 不是一个偶发 bug，而更像是对 Tesla 所有“高精尖 + 自动化 + 人形机器人普及”的宣传的实质性挑战。技术与现实之间的鸿沟：为何“人控 ≈ 零自主”不能被忽视从公开报道来看，Tesla 的人形机器人项目目前仍在大面积依赖人类“训练 / 操控 /示范”。甚至有商业媒体指出：Tesla 的机器人训练长年依赖工人穿戴特制动作捕捉服、VR头盔，通过“示范—捕捉—再现”方式教会机器人动作。一名离职员工曾描述，为教机器人“像人一样”走路、搬东西、擦桌子，他们需要不断重复相同动作——整日都像“在跑步机上运动”。今年中，Tesla 在程序负责人离职后，将训练方式从“motion‑capture + tele‑op”转为“仅视频/摄像机＋视觉学习”（vision-only）。一位机器人研究专家指出，仅靠“摄像头 + 视觉输入”教机器人完成复杂人类动作，本身就充满挑战：“远不如物理接触数据 + 操控示范可靠。”换句话说，当前的 Optimus，离真正 “能自主判断 & 执行动作 + 灵活应对突发情况” 的通用型人形机器人，还差得很远。那它现在能做的，更多是“有限动作复刻 + 预先定义好的演示流程”。而当 Tesla 决定用它们作为“未来机器人社会 /万台量产 /人力替代工具”的招牌武器时，这种“秀 vs 实”的鸿沟，就不仅是技术问题，也可能是伦理与投资逻辑上的系统性误导。商业与资本角度：过去的“秀”能撑起未来的估值吗？从商业化预期来看，Tesla 对 Optimus 的描述极为激进：曾预言 Optimus 将成为公司“有史以来最大”的产品。曾宣称，未来每年将建成年产百万台机器人的生产线，并把售价定在每台 2 万 — 3 万美元左右。在公司内部与投资者面前，管理层甚至暗示 Optimus 的商业潜力可能远超汽车业务，是未来“无穷生产力 /财富机器”。然而，对比现实：机器人项目负责人离职、生产延迟、硬件（关节、电机、手部灵巧度、电池寿命）问题频出 —— 这些都在 2025 年被公开报道。 (Electrek)更重要的是 —— 最近的公开演示暴露出“远控门”的事实。资本与市场若仅依赖“宣传 + 未来想象 + 潜在远景”，但现实中机器人仍然不能真正自主，那这种估值很可能被严重高估。事实上，已有资管机构据此下调对 Tesla 的评级，将其从“增持”降至“持有”，并指出市场对 Optimus 的预期可能已接近饱和。Tesla 的“擎天柱神话”需要更多的现实思考Tesla 用 Optimus 构建起一套极具吸引力的未来论：通用人形机器人 + AI + 自动化生产 + 低成本 + 高效率 + 万人替代 — 听起来像科幻片里的乌托邦。但迈阿密的那一次“翻车 + 摔倒 + 摘头显”事故，或许是对这个乌托邦最真实的一次“现实敲警钟”。它提醒我们——别被舞台灯光、戏剧化编排、资本愿景迷惑：当一个技术被定位为“未来革命”，其背后的工程难度、硬件限制、训练成本、可靠性问题、量产难题，都可能把它拉回地面。对作为投资人／宏观策略者的你来说，这不是一个“未来十倍”故事，而是一个需要严肃估值折算、警惕“故事”披风背后真空的高风险资产。未来若无关键突破与透明披露，那这个“擎天柱神话”可能只是一个泡沫。关注我们系列连载，持续更新","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":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}