Tesla humanoid robot reaches critical juncture, A-share companies "act upon hearing the wind"

date
17/09/2025
Next week, there will be meetings held within Tesla with various departments, focusing on artificial intelligence/autonomous driving systems, the Optimus Prime robot production plan, and vehicle production and delivery." On September 16th, Tesla CEO Musk revealed on social media, igniting enthusiasm in the overseas market for the concept of robots. "Similar to electric vehicles, Tesla still plays a 'pioneer effect' in the humanoid robot industry, and every move has a significant impact on related sectors in the A-share market." An analyst at a brokerage firm who focuses on artificial intelligence told the Shanghai Securities News that based on the videos and data that have been disclosed, Tesla's Optimus has shown advanced technology and adaptability in various scenarios, with outstanding performance in motion control, AI algorithms, and task execution, and able to perform various service tasks in a home environment. In the view of this analyst, if Optimus can achieve mass production as planned, it is expected that Tesla will replicate the development trajectory of the electric vehicle industry, driving the development of the entire industry chain.