【天风证券：二代Optimus首次亮相WAIC，覆铜板价格维稳，看好iPhone换机周期和SLP迭代】智通财经APP获悉，天风证券发布研报称，特斯拉二代人形机器人Optimus正式亮相，在感知、重量以及运动能力等方面显著进步，下阶段有望实现重大更新以及小规模量产。

智通财经07-11

【天风证券：二代Optimus首次亮相WAIC，覆铜板价格维稳，看好iPhone换机周期和SLP迭代】智通财经APP获悉，天风证券发布研报称，特斯拉二代人形机器人Optimus正式亮相，在感知、重量以及运动能力等方面显著进步，下阶段有望实现重大更新以及小规模量产。2024年5月全球TV出货18.9M，同比上涨面板价格持续稳定在较高水平，看好供需持续优化推动大周期内面板价格及厂商盈利能力不断提升。...

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