目标年产百万台！特斯拉三代擎天柱即将亮相，Model S/X二季度停产为量产机器人让路_老虎社区_美港股上老虎

目标年产百万台！特斯拉三代擎天柱即将亮相，Model S/X二季度停产为量产机器人让路

华尔街见闻02-02

特斯拉正在将其人形机器人Optimus擎天柱从概念推向大规模生产。公司宣布第三代Optimus将于2026年第一季度亮相，目标年产能达到100万台。为实现这一目标，特斯拉将做出重大生产调整。马斯克在周三的财报电话会议上表示，公司计划在2026年第二季度停止Model S和Model X车型的生产，将位于弗里蒙特工厂的生产线改造为Optimus生产线。这标志着特斯拉正式将战略重心转向人形机器人业务。...

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Tesla's third-generation Optimus Prime is about to be unveiled, Model S/X will be discontinued in the second quarter to make way for mass-produced robots","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLQ":0.6,"TSLZ":0.6,"TSLI":0.6,"CRSH":0.6,"TSL":0.6,"07766":0.6,"TSLR":0.6,"TSLA":1.98,"TSLW":0.6,"TSLP":0.6,"TSDD":0.6,"TSYY":0.6,"TSLS":0.6,"TSLG":0.6,"TSLY":0.6,"TSII":0.6,"TSLT":0.6,"TSLO":0.6,"TESL":0.6},"content_text":"特斯拉正在将其人形机器人Optimus擎天柱从概念推向大规模生产。公司宣布第三代Optimus将于2026年第一季度亮相，目标年产能达到100万台。为实现这一目标，特斯拉将做出重大生产调整。马斯克在周三的财报电话会议上表示，公司计划在2026年第二季度停止Model S和Model X车型的生产，将位于弗里蒙特工厂的生产线改造为Optimus生产线。这标志着特斯拉正式将战略重心转向人形机器人业务。据特斯拉财报披露，第三代Optimus相比2.5版本将实现重大升级，包括最新的手部设计。公司表示首条生产线将在2026年底前启动，并已开始为年产百万台的产能目标做准备。特斯拉官方最新微博强调，第三代人形机器人从第一性原理出发进行重新设计，能够通过观察人类行为学习新技能。据特斯拉内部人士透露，由于Optimus拥有完全独立的供应链，所有部件均基于第一性原理设计，其量产爬坡期预计比汽车产品更长。据悉，这是特斯拉首款面向量产的人形机器人。量产计划面临考验特斯拉的人形机器人项目承载着巨大期望，但实现路径仍充满挑战。马斯克此前曾预测特斯拉将在2025年生产5000台机器人，但这一目标可能尚未达成。他还表示将在\"明年\"开始向公众销售Optimus，并预言这些机器人不仅将在特斯拉工厂工作，还将成为家庭助手甚至外科医生。然而Optimus的推出过程并不顺利。该项目此前曾出现远程操控失误，特斯拉机器人业务负责人近期也已离职。尽管如此，人形机器人对特斯拉的战略意义日益凸显，公司在财务上对这一前景的依赖程度正在加深。马斯克价值1万亿美元的薪酬方案也与此挂钩，该方案要求他至少生产100万台机器人。弗里蒙特工厂生产线的改造意味着特斯拉将牺牲两款高端车型的产能来为机器人让路，这一决策凸显了公司对Optimus项目的战略押注。随着2026年第一季度发布日期的临近，市场将密切关注特斯拉能否兑现其量产承诺。","kind":"highlight","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,"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}