股市新韭菜
10-25
核心摘要里时间写错了吧?ai不行啊
特斯拉Optimus 3.0发布计划延迟!
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08:28","market":"us","language":"zh","title":"特斯拉Optimus 3.0发布计划延迟!","url":"https://stock-news.laohu8.com/highlight/detail?id=2578524577","media":"芝能汽车","summary":"特斯拉希望依靠垂直整合和真实世界AI经验,将Optimus打造为可复制、可扩展的AI劳动力平台,但这个推出的时间表往后推迟了。Optimus的智能核心来源于特斯拉在自动驾驶中的“真实世界AI”体系。小结特斯拉在Optimus 3.0的延迟,基本也把所有人形机器人的时间表推迟了8个月。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251025083035364v201tuzopgzbjgh\"/><p>芝能科技出品</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的人形机器人Optimus是人形机器人的压轴的产品。</p><p>特斯拉希望依靠垂直整合和真实世界AI经验,将Optimus打造为可复制、可扩展的AI劳动力平台,但这个推出的时间表往后推迟了。</p><p>大家本来预计特斯拉要在Q4推出Optimus 3.0原型机(11月份左右),并且启动小批量的生产计划,但特斯拉Q3的业绩会中特斯拉又再次推迟Optimus 3.0原型机的发布,预计明年Q1才能发布,而原定于2026年初的机器人量产规划也推迟到了2026年底,并在明年年底建造百万产量的Optimus生产线。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251025083041623v201b18ps6onl7i\"/><p>Optimus的研发路线和特斯拉的工程文化是有直接的关系的,人形机器人从登场到现在一直是快速试错,再推进制造。</p><p><strong>◎</strong>V2目前来看是功能样机,验证运动控制和感知算法,但结构复杂、装配困难,无法实现批量生产。</p><p><strong>◎</strong>V3则以可制造性为核心重新设计,提升结构模块化程度,并在执行机构与手部灵巧性上取得突破,使其能够完成更复杂的人机交互和物理任务。</p><p>马斯克现在的重心确实是在AI上,频繁参与Optimus的工程会议,推动研发与制造同步进行。这种“制造驱动设计”的思路让特斯拉能在机器人领域复制汽车生产体系。</p><p>最初的计划在2025年搭建年产百万台的产线,并在2026年底实现初步量产,现在在研发层面量产规划可能推迟了8个月。</p><p>对于特斯拉来说,人形机器人在美国尚无成熟供应链,通过电机、执行器、芯片和软件自研,建立完整的垂直整合生态,由于研发和后续的对接持续迭代,所以这个过程也会比较折腾。</p><p>最大的工程难点仍在手部系统。手部拥有超过20个自由度,需要兼顾力量、柔性与精度,其复杂度超过机器人其他部位总和,通过新型微驱动器和传感算法解决这一问题,为机器人的实际作业能力奠定基础。</p><p>Optimus的智能核心来源于特斯拉在自动驾驶中的“真实世界AI”体系。</p><p>不同于云端推理的大模型,特斯拉AI强调在本地完成感知、规划与决策。其模型经过数百万辆汽车的道路数据训练,如今被迁移至机器人,使其具备环境理解、自主移动和语音交互能力,Optimus已能在帕洛阿尔托总部自主行走并响应访客导航请求。</p><p>特斯拉还在尝试与马斯克旗下XAI的通用大模型形成互补。XAI专注语义推理与自然语言理解,而特斯拉AI负责物理交互与实时执行。未来两者结合,将使Optimus既具行动能力,又能理解复杂任务指令,形成“语义驱动的物理智能”体系。</p><p>在制造环节,特斯拉坚持“边生产、边优化”的策略,不冻结设计,而是在量产中持续迭代,快速循环机制虽然带来短期的不确定性,但能显著缩短技术验证周期,符合特斯拉一贯的工程节奏。</p><p><strong>小结</strong></p><p>特斯拉在Optimus 3.0的延迟,基本也把所有人形机器人的时间表推迟了8个月。</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\" 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Optimus 3.0发布计划延迟!</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; 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class=\"title\">\n特斯拉Optimus 3.0发布计划延迟!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-25 08:28 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251025083053a47388fc&s=b><strong>芝能汽车</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>芝能科技出品特斯拉的人形机器人Optimus是人形机器人的压轴的产品。特斯拉希望依靠垂直整合和真实世界AI经验,将Optimus打造为可复制、可扩展的AI劳动力平台,但这个推出的时间表往后推迟了。大家本来预计特斯拉要在Q4推出Optimus 3.0原型机(11月份左右),并且启动小批量的生产计划,但特斯拉Q3的业绩会中特斯拉又再次推迟Optimus 3.0原型机的发布,预计明年Q1才能发布,而原定...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251025083053a47388fc&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","TSYW.SI":"TESLA 3xLongSG261006","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4516":"特朗普概念","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc 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3.0原型机的发布,预计明年Q1才能发布,而原定于2026年初的机器人量产规划也推迟到了2026年底,并在明年年底建造百万产量的Optimus生产线。Optimus的研发路线和特斯拉的工程文化是有直接的关系的,人形机器人从登场到现在一直是快速试错,再推进制造。◎V2目前来看是功能样机,验证运动控制和感知算法,但结构复杂、装配困难,无法实现批量生产。◎V3则以可制造性为核心重新设计,提升结构模块化程度,并在执行机构与手部灵巧性上取得突破,使其能够完成更复杂的人机交互和物理任务。马斯克现在的重心确实是在AI上,频繁参与Optimus的工程会议,推动研发与制造同步进行。这种“制造驱动设计”的思路让特斯拉能在机器人领域复制汽车生产体系。最初的计划在2025年搭建年产百万台的产线,并在2026年底实现初步量产,现在在研发层面量产规划可能推迟了8个月。对于特斯拉来说,人形机器人在美国尚无成熟供应链,通过电机、执行器、芯片和软件自研,建立完整的垂直整合生态,由于研发和后续的对接持续迭代,所以这个过程也会比较折腾。最大的工程难点仍在手部系统。手部拥有超过20个自由度,需要兼顾力量、柔性与精度,其复杂度超过机器人其他部位总和,通过新型微驱动器和传感算法解决这一问题,为机器人的实际作业能力奠定基础。Optimus的智能核心来源于特斯拉在自动驾驶中的“真实世界AI”体系。不同于云端推理的大模型,特斯拉AI强调在本地完成感知、规划与决策。其模型经过数百万辆汽车的道路数据训练,如今被迁移至机器人,使其具备环境理解、自主移动和语音交互能力,Optimus已能在帕洛阿尔托总部自主行走并响应访客导航请求。特斯拉还在尝试与马斯克旗下XAI的通用大模型形成互补。XAI专注语义推理与自然语言理解,而特斯拉AI负责物理交互与实时执行。未来两者结合,将使Optimus既具行动能力,又能理解复杂任务指令,形成“语义驱动的物理智能”体系。在制造环节,特斯拉坚持“边生产、边优化”的策略,不冻结设计,而是在量产中持续迭代,快速循环机制虽然带来短期的不确定性,但能显著缩短技术验证周期,符合特斯拉一贯的工程节奏。小结特斯拉在Optimus 3.0的延迟,基本也把所有人形机器人的时间表推迟了8个月。","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":21,"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":31,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/492914642448456"}
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