$特斯拉(TSLA)_老虎社区_美港股上老虎

马斯克刚刚说：Optimus将会史诗级的牛逼

说实话挺有意思，很多人觉得Optimus磨这么久，是技术不行。但马斯克在Q2财报给出了另一种解释：市面上很多人形机器人，都是提前编程或者遥控，本质只是演示。Optimus要做的是真正的通用机器人，靠AI自主感知、执行任务，走进真实生活，而不是只会拍宣传片！

特斯拉168亿建超级芯片厂,AI产业链行情能否催化？

特斯拉上周五涨2.83%、英特尔涨1.84%,消息面是两家联合宣布:特斯拉与SpaceX将投入168亿美元,在得克萨斯州建设名为Terafab的超大规模AI芯片园区,规划面积约1亿平方英尺。它与传统晶圆厂的差别在于把逻辑芯片、存储芯片制造、先进封装与测试压进同一园区,做垂直一体化产能,直接服务Optimus人形机器人、Cybercab与SpaceX太空数据中心的算力需求;英特尔已被确认为制造合作方,其代工业务上周还刚拿下一个值得关注的新客户。产业链上封测端艾马克涨2.05%,供电散热端Vertiv反而跌1.01%,扩散并不均匀。当AI巨头开始自建产能,这波行情能真正传到设备与电力基建吗?

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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一只没有耳朵一只没有尾巴
08-04
一只没有耳朵一只没有尾巴
Me Robot发布会上Optimus遥控的事你忘了？Tesla Diner开业的时候Optimus也是遥控的你也忘了？

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