东吴证券：特斯拉(TSLA.US)WeRobot发布会召开人形机器人加速产业化进程关注国产部件投资机会

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智通财经APP获悉，东吴证券发布研究报告称，2024年10月11日特斯拉(TSLA.US)召开WeRobot发布会，公开发布Robotaxi和Robovan，并更新了人形机器人Optimus近况。2025年可能是人形机器人量产元年，汽车工厂可能是最先落地的应用场景。人形机器人量产仍需解决降本问题，建议关注国产部件投资机会。东吴证券主要观点如下：事件：2024年10月11日特斯拉召开WeRobot...

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东吴证券：特斯拉(TSLA.US)WeRobot发布会召开 人形机器人加速产业化进程 关注国产部件投资机会

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东吴证券：特斯拉(TSLA.US)WeRobot发布会召开人形机器人加速产业化进程关注国产部件投资机会