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马斯克“食言”了，亲口承认特斯拉 Optimus 机器人并未在工厂承担实际工作

IT之家 1 月 29 日消息，北京时间今天早间，马斯克在特斯拉 2025 年第四季度财报电话会议上承认，公司目前还没有任何 Optimus 人形机器人在工厂里真正承担有用的工作。IT之家汇总时间线如下：2024 年 6 月：特斯拉官方账号曾宣称，公司已有两台Optimus 机器人在工厂里自主执行任务。财报电话会议上，有人直接追问特斯拉到底拥有多少台 Optimus 机器人，马斯克并未正面作答。在最新的股东更新中，特斯拉仍然强调 Optimus 有所推进。

马斯克“食言”了，亲口承认特斯拉 Optimus 机器人并未在工厂承担实际工作

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机器人会做一些有用的事情吗？是的，<strong>我有信心</strong>会做一些有用的事情。”</p><p>2026 年 1 月：马斯克承认，目前 Optimus 机器人<strong>并没有在特斯拉工厂里发挥实质作用</strong>。“Optimus 仍然处于非常早期的阶段，还在研发阶段。Optimus 确实做过一些基本任务，但随着新版不断迭代，旧版本会被淘汰。目前 Optimus<strong>并没有在工厂里以实质性的方式投入使用</strong>，更多是为了<strong>让机器人学习</strong>。我们预计要到今年年底，才可能出现任何显著的 Optimus 产量。”</p><img src=\"https://img.ithome.com/newsuploadfiles/2025/12/457482f7-cba5-460c-ace6-b1327e043d46.jpg?x-bce-process=image/format,f_auto/auto-orient,o_1\"/><p>财报电话会议上，有人直接追问特斯拉到底拥有多少台 Optimus 机器人，马斯克并未正面作答。</p><p>特斯拉目前公开展示的机器人，更多只是完成<strong>递水瓶之类的简单动作</strong>，而且高度依赖远程操控，并不是真正的自主运行。</p><p>在最新的股东更新中，特斯拉仍然强调 Optimus 有所推进。“我们计划在今年第一季度发布 Gen 3 版本，相比 2.5 版本将进行重大升级，包括最新的手部设计。Gen 3 是首个面向量产的设计。”</p><p>特斯拉同时称，公司正在搭建生产线，计划在 2026 年底之前启动生产，最终目标产能为每年 100 万台机器人。</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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260129102406a4629007&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 1 月 29 日消息，北京时间今天早间，马斯克在特斯拉 2025 年第四季度财报电话会议上承认，公司目前还没有任何 Optimus 人形机器人在工厂里真正承担有用的工作。值得一提的是，过去两年里，马斯克一直在公开宣称“相反”的情况。IT之家汇总时间线如下：2024 年 6 月：特斯拉官方账号曾宣称，公司已有两台Optimus 机器人在工厂里自主执行任务。2024 年 6 月：在特斯拉...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260129102406a4629007&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":{"BK4598":"佩洛西持仓","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4551":"寇图资本持仓","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","TSYY":"收益增强TSLA ETF-GraniteShares","TSDD":"2倍做空TSLA ETF-GraniteShares","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260129102406a4629007&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2607775368","content_text":"IT之家 1 月 29 日消息，北京时间今天早间，马斯克在特斯拉 2025 年第四季度财报电话会议上承认，公司目前还没有任何 Optimus 人形机器人在工厂里真正承担有用的工作。值得一提的是，过去两年里，马斯克一直在公开宣称“相反”的情况。IT之家汇总时间线如下：2024 年 6 月：特斯拉官方账号曾宣称，公司已有两台Optimus 机器人在工厂里自主执行任务。2024 年 6 月：在特斯拉股东大会上，马斯克表示，预计到 2025 年，会有1000-2000 台机器人进厂打工。2025 年 1 月：在特斯拉 2024 年第四季度财报电话会议上，马斯克把目标抬得更高。“内部正常计划是今年大约制造 10000 台Optimus 机器人…… 到年底，这几千台 Optimus 机器人会做一些有用的事情吗？是的，我有信心会做一些有用的事情。”2026 年 1 月：马斯克承认，目前 Optimus 机器人并没有在特斯拉工厂里发挥实质作用。“Optimus 仍然处于非常早期的阶段，还在研发阶段。Optimus 确实做过一些基本任务，但随着新版不断迭代，旧版本会被淘汰。目前 Optimus并没有在工厂里以实质性的方式投入使用，更多是为了让机器人学习。我们预计要到今年年底，才可能出现任何显著的 Optimus 产量。”财报电话会议上，有人直接追问特斯拉到底拥有多少台 Optimus 机器人，马斯克并未正面作答。特斯拉目前公开展示的机器人，更多只是完成递水瓶之类的简单动作，而且高度依赖远程操控，并不是真正的自主运行。在最新的股东更新中，特斯拉仍然强调 Optimus 有所推进。“我们计划在今年第一季度发布 Gen 3 版本，相比 2.5 版本将进行重大升级，包括最新的手部设计。Gen 3 是首个面向量产的设计。”特斯拉同时称，公司正在搭建生产线，计划在 2026 年底之前启动生产，最终目标产能为每年 100 万台机器人。","news_type":1,"symbols_score_info":{"TSLS":0.6,"TSLR":0.6,"TSYY":0.6,"TESL":0.6,"TSLW":0.6,"TSLT":0.6,"TSLY":0.6,"TSDD":0.6,"TSLA":1.98,"CRSH":0.6,"TSLZ":0.6,"TSLG":0.6,"TSLQ":0.6,"TSII":0.6,"TSL":0.6,"07766":0.6,"TSLI":0.6,"UFO":0.6,"TSLP":0.6,"TSLO":0.6}},"isVote":1,"tweetType":1,"viewCount":251,"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":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}