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特斯拉机器人停产！遇重大挫折
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src=\"https://fid-75186.picgzc.qpic.cn/20251009173242409v163y7o219jtvjj\"/><p>特斯拉此次停产决定并非空穴来风。据内部消息，<strong>已生产的1000台Optimus暴露出一系列硬件技术缺陷。关节电机过热问题突出，尤其在搬运重物时，电机温度会飙升到警戒线，导致机器人不得不降速甚至停机。灵巧手负载能力不足，最多只能抓取1公斤的物品，且内部钢丝腱绳容易断裂，精细操作失败率超过60%。传动装置寿命过短和续航能力差也是致命问题。Optimus目前使用的2.3kWh电池仅支持不到2小时的持续工作，远未达到工业应用需求。特斯拉正在同步测试至少三家供应商的不同技术方案，以寻求替代设计。从硬件层面看，人形机器人产业仍处于商业化初期。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20251009173243760v163upzoxb69uip\"/><p>除了硬件缺陷，Optimus的软件系统同样面临挑战。据报道，<strong>机器人在特斯拉工厂的实际搬运效率还不到人工的一半。在2024年10月的“We，Robot”发布会上，数台Optimus机器人跳舞、倒酒、与人交谈互动的大部分动作，实际上是由工程师远程遥控完成的。这引发了外界对特斯拉机器人智能水平的质疑。问题的核心在于具身智能大模型发展不成熟。与语言大模型不同，具身智能大模型需要大量的物理动作数据投喂，而这类数据采集难度极大。特斯拉试图将自动驾驶技术迁移到人形机器人上，但这一技术路径并未达到预期效果。项目负责人米兰·科瓦奇在6月离职，随后生产便被暂停。</strong></p><p><strong>特斯拉的停产决定对其供应链企业产生了直接冲击。</strong><strong>特斯拉已于半个月前开始暂停采购Optimus的零部件，导致多家供应商面临订单延迟与库存积压问题。一些企业为成为Optimus供应商已投入巨额资金。例如，<a href=\"https://laohu8.com/S/601689\">拓普集团</a>曾计划为人形机器人产业投入50亿元，这些投入短期内难以得到回报。为应对挑战，特斯拉正在寻求硬件方案调整，包括测试液冷电机、升级灵巧手自由度至22个、将电池扩容至3.2kWh等，这些改进旨在解决当前的技术瓶颈。</strong></p><p><strong>尽管遭遇挫折，特斯拉并未放弃Optimus项目。公司表示将在两个月内进行“设计调整”，完成后重新确定量产计划。第三代Optimus机器人预计于2025年底推出</strong>，2026年开始量产。新一代产品计划将手部自由度从11个翻倍至22个，并配备5nm Dojo Edge专用芯片提升算力。特斯拉面临的挑战反映了整个人形机器人行业的普遍问题。如何攻克技术瓶颈并合理控制成本，成为人形机器人能否量产的关键。</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>特斯拉机器人停产！遇重大挫折</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉机器人停产！遇重大挫折\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-09 16:55 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251009173301a4582162&s=b><strong>21ic电子网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月9日，科技媒体The Information曝出特斯拉已暂停人形机器人Optimus的生产。这一决定源于工程团队在机器人手部和前臂设计上遭遇的严重技术难题，导致无法实现类人灵活操作。马斯克曾雄心勃勃地计划在2025年生产至少5000台Optimus，但这一目标先后被下调至2000台，最终陷入停产状态。截至7月，该机器人实际产量仅数百台，不足原计划的十分之一。特斯拉此次停产决定并非空穴来风。据...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251009173301a4582162&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":{"LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","BK4548":"巴美列捷福持仓","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) 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Information曝出特斯拉已暂停人形机器人Optimus的生产。这一决定源于工程团队在机器人手部和前臂设计上遭遇的严重技术难题，导致无法实现类人灵活操作。马斯克曾雄心勃勃地计划在2025年生产至少5000台Optimus，但这一目标先后被下调至2000台，最终陷入停产状态。截至7月，该机器人实际产量仅数百台，不足原计划的十分之一。特斯拉此次停产决定并非空穴来风。据内部消息，已生产的1000台Optimus暴露出一系列硬件技术缺陷。关节电机过热问题突出，尤其在搬运重物时，电机温度会飙升到警戒线，导致机器人不得不降速甚至停机。灵巧手负载能力不足，最多只能抓取1公斤的物品，且内部钢丝腱绳容易断裂，精细操作失败率超过60%。传动装置寿命过短和续航能力差也是致命问题。Optimus目前使用的2.3kWh电池仅支持不到2小时的持续工作，远未达到工业应用需求。特斯拉正在同步测试至少三家供应商的不同技术方案，以寻求替代设计。从硬件层面看，人形机器人产业仍处于商业化初期。除了硬件缺陷，Optimus的软件系统同样面临挑战。据报道，机器人在特斯拉工厂的实际搬运效率还不到人工的一半。在2024年10月的“We，Robot”发布会上，数台Optimus机器人跳舞、倒酒、与人交谈互动的大部分动作，实际上是由工程师远程遥控完成的。这引发了外界对特斯拉机器人智能水平的质疑。问题的核心在于具身智能大模型发展不成熟。与语言大模型不同，具身智能大模型需要大量的物理动作数据投喂，而这类数据采集难度极大。特斯拉试图将自动驾驶技术迁移到人形机器人上，但这一技术路径并未达到预期效果。项目负责人米兰·科瓦奇在6月离职，随后生产便被暂停。特斯拉的停产决定对其供应链企业产生了直接冲击。特斯拉已于半个月前开始暂停采购Optimus的零部件，导致多家供应商面临订单延迟与库存积压问题。一些企业为成为Optimus供应商已投入巨额资金。例如，拓普集团曾计划为人形机器人产业投入50亿元，这些投入短期内难以得到回报。为应对挑战，特斯拉正在寻求硬件方案调整，包括测试液冷电机、升级灵巧手自由度至22个、将电池扩容至3.2kWh等，这些改进旨在解决当前的技术瓶颈。尽管遭遇挫折，特斯拉并未放弃Optimus项目。公司表示将在两个月内进行“设计调整”，完成后重新确定量产计划。第三代Optimus机器人预计于2025年底推出，2026年开始量产。新一代产品计划将手部自由度从11个翻倍至22个，并配备5nm 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16:55","market":"us","language":"zh","title":"特斯拉机器人停产！遇重大挫折","url":"https://stock-news.laohu8.com/highlight/detail?id=2574392158","media":"21ic电子网","summary":"10月9日，科技媒体The Information曝出特斯拉已暂停人形机器人Optimus的生产。特斯拉此次停产决定并非空穴来风。这引发了外界对特斯拉机器人智能水平的质疑。特斯拉试图将自动驾驶技术迁移到人形机器人上，但这一技术路径并未达到预期效果。特斯拉的停产决定对其供应链企业产生了直接冲击。尽管遭遇挫折，特斯拉并未放弃Optimus项目。特斯拉面临的挑战反映了整个人形机器人行业的普遍问题。","content":"<html><body><article><p>10月9日，科技媒体The Information曝出<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>已<strong>暂停人形机器人Optimus</strong><strong>的</strong><strong>生产</strong>。这一决定源于工程团队在机器人手部和前臂设计上遭遇的严重技术难题，导致无法实现类人灵活操作。马斯克曾雄心勃勃地计划在2025年生产至少5000台Optimus，但这一目标先后被下调至2000台，最终陷入停产状态。截至7月，该机器人实际产量仅数百台，不足原计划的十分之一。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251009173242409v163y7o219jtvjj\"/><p>特斯拉此次停产决定并非空穴来风。据内部消息，<strong>已生产的1000台Optimus暴露出一系列硬件技术缺陷。关节电机过热问题突出，尤其在搬运重物时，电机温度会飙升到警戒线，导致机器人不得不降速甚至停机。灵巧手负载能力不足，最多只能抓取1公斤的物品，且内部钢丝腱绳容易断裂，精细操作失败率超过60%。传动装置寿命过短和续航能力差也是致命问题。Optimus目前使用的2.3kWh电池仅支持不到2小时的持续工作，远未达到工业应用需求。特斯拉正在同步测试至少三家供应商的不同技术方案，以寻求替代设计。从硬件层面看，人形机器人产业仍处于商业化初期。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20251009173243760v163upzoxb69uip\"/><p>除了硬件缺陷，Optimus的软件系统同样面临挑战。据报道，<strong>机器人在特斯拉工厂的实际搬运效率还不到人工的一半。在2024年10月的“We，Robot”发布会上，数台Optimus机器人跳舞、倒酒、与人交谈互动的大部分动作，实际上是由工程师远程遥控完成的。这引发了外界对特斯拉机器人智能水平的质疑。问题的核心在于具身智能大模型发展不成熟。与语言大模型不同，具身智能大模型需要大量的物理动作数据投喂，而这类数据采集难度极大。特斯拉试图将自动驾驶技术迁移到人形机器人上，但这一技术路径并未达到预期效果。项目负责人米兰·科瓦奇在6月离职，随后生产便被暂停。</strong></p><p><strong>特斯拉的停产决定对其供应链企业产生了直接冲击。</strong><strong>特斯拉已于半个月前开始暂停采购Optimus的零部件，导致多家供应商面临订单延迟与库存积压问题。一些企业为成为Optimus供应商已投入巨额资金。例如，<a href=\"https://laohu8.com/S/601689\">拓普集团</a>曾计划为人形机器人产业投入50亿元，这些投入短期内难以得到回报。为应对挑战，特斯拉正在寻求硬件方案调整，包括测试液冷电机、升级灵巧手自由度至22个、将电池扩容至3.2kWh等，这些改进旨在解决当前的技术瓶颈。</strong></p><p><strong>尽管遭遇挫折，特斯拉并未放弃Optimus项目。公司表示将在两个月内进行“设计调整”，完成后重新确定量产计划。第三代Optimus机器人预计于2025年底推出</strong>，2026年开始量产。新一代产品计划将手部自由度从11个翻倍至22个，并配备5nm Dojo Edge专用芯片提升算力。特斯拉面临的挑战反映了整个人形机器人行业的普遍问题。如何攻克技术瓶颈并合理控制成本，成为人形机器人能否量产的关键。</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>特斯拉机器人停产！遇重大挫折</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉机器人停产！遇重大挫折\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-09 16:55 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251009173301a4582162&s=b><strong>21ic电子网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月9日，科技媒体The Information曝出特斯拉已暂停人形机器人Optimus的生产。这一决定源于工程团队在机器人手部和前臂设计上遭遇的严重技术难题，导致无法实现类人灵活操作。马斯克曾雄心勃勃地计划在2025年生产至少5000台Optimus，但这一目标先后被下调至2000台，最终陷入停产状态。截至7月，该机器人实际产量仅数百台，不足原计划的十分之一。特斯拉此次停产决定并非空穴来风。据...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251009173301a4582162&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":{"LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","BK4548":"巴美列捷福持仓","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) 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Information曝出特斯拉已暂停人形机器人Optimus的生产。这一决定源于工程团队在机器人手部和前臂设计上遭遇的严重技术难题，导致无法实现类人灵活操作。马斯克曾雄心勃勃地计划在2025年生产至少5000台Optimus，但这一目标先后被下调至2000台，最终陷入停产状态。截至7月，该机器人实际产量仅数百台，不足原计划的十分之一。特斯拉此次停产决定并非空穴来风。据内部消息，已生产的1000台Optimus暴露出一系列硬件技术缺陷。关节电机过热问题突出，尤其在搬运重物时，电机温度会飙升到警戒线，导致机器人不得不降速甚至停机。灵巧手负载能力不足，最多只能抓取1公斤的物品，且内部钢丝腱绳容易断裂，精细操作失败率超过60%。传动装置寿命过短和续航能力差也是致命问题。Optimus目前使用的2.3kWh电池仅支持不到2小时的持续工作，远未达到工业应用需求。特斯拉正在同步测试至少三家供应商的不同技术方案，以寻求替代设计。从硬件层面看，人形机器人产业仍处于商业化初期。除了硬件缺陷，Optimus的软件系统同样面临挑战。据报道，机器人在特斯拉工厂的实际搬运效率还不到人工的一半。在2024年10月的“We，Robot”发布会上，数台Optimus机器人跳舞、倒酒、与人交谈互动的大部分动作，实际上是由工程师远程遥控完成的。这引发了外界对特斯拉机器人智能水平的质疑。问题的核心在于具身智能大模型发展不成熟。与语言大模型不同，具身智能大模型需要大量的物理动作数据投喂，而这类数据采集难度极大。特斯拉试图将自动驾驶技术迁移到人形机器人上，但这一技术路径并未达到预期效果。项目负责人米兰·科瓦奇在6月离职，随后生产便被暂停。特斯拉的停产决定对其供应链企业产生了直接冲击。特斯拉已于半个月前开始暂停采购Optimus的零部件，导致多家供应商面临订单延迟与库存积压问题。一些企业为成为Optimus供应商已投入巨额资金。例如，拓普集团曾计划为人形机器人产业投入50亿元，这些投入短期内难以得到回报。为应对挑战，特斯拉正在寻求硬件方案调整，包括测试液冷电机、升级灵巧手自由度至22个、将电池扩容至3.2kWh等，这些改进旨在解决当前的技术瓶颈。尽管遭遇挫折，特斯拉并未放弃Optimus项目。公司表示将在两个月内进行“设计调整”，完成后重新确定量产计划。第三代Optimus机器人预计于2025年底推出，2026年开始量产。新一代产品计划将手部自由度从11个翻倍至22个，并配备5nm Dojo Edge专用芯片提升算力。特斯拉面临的挑战反映了整个人形机器人行业的普遍问题。如何攻克技术瓶颈并合理控制成本，成为人形机器人能否量产的关键。","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
