[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio8188676c":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio8188676c","特斯拉第三代人形机器人曝光，量产版要来了？","\u002Fdoc\u002Fdcio8188676c","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>Tesla \u003Cspan>自己的\u003C\u002Fspan> Android App \u003Cspan>里，被拆出了多张带\u003C\u002Fspan>\u003Cspan>“\u003C\u002Fspan>_gen3\u003Cspan>”\u003C\u002Fspan>\u003Cspan>文件名的\u003C\u002Fspan> Optimus \u003Cspan>机器人素材。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>美股投资网获悉，这些图片并非概念图。\u003C\u002Fspan>Tesla Android 4.61.0-4607 \u003Cspan>安装包，在\u003C\u002Fspan> assets\u002Fmock\u002F \u003Cspan>目录里确认了\u003C\u002Fspan> 9 \u003Cspan>张机器人\u003C\u002Fspan> PNG\u003Cspan>，其中\u003C\u002Fspan> 3 \u003Cspan>张明确带有\u003C\u002Fspan> _gen3 \u003Cspan>标记。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>从外形看，\u003C\u002Fspan>Gen 3 \u003Cspan>的髋部、腿部和关节覆盖明显更完整，手部设计也进一步收敛，整体已经很接近量产产品的方向。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>更关键的是，这个时间点和\u003C\u002Fspan> Tesla \u003Cspan>的官方进度正好对上。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>TSLA\u003Cspan>年初已经明确表示，\u003C\u002Fspan>Gen 3 \u003Cspan>是第一代面向大规模量产设计的\u003C\u002Fspan> Optimus\u003Cspan>，计划在\u003C\u002Fspan> 2026 \u003Cspan>年底前启动生产。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Fremont \u003Cspan>原来的\u003C\u002Fspan> Model S\u002FX \u003Cspan>产线已经拆除，目前正在安装第一代\u003C\u002Fspan> Optimus \u003Cspan>生产线，\u003C\u002Fspan>Tesla \u003Cspan>给出的最终设计产能是\u003C\u002Fspan>\u003Cspan>每年\u003C\u002Fspan> 100 \u003Cspan>万台。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>所以这次\u003C\u002Fspan> App \u003Cspan>泄露真正值得看的，不只是机器人长什么样。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>它更像是在提示市场：\u003C\u002Fspan>Gen 3 \u003Cspan>可能已经进入产品化冲刺阶段。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>美股投资网认为，接下来决定\u003C\u002Fspan> TSLA \u003Cspan>机器人估值的核心，会越来越集中到三个数字：\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>产量、单位成本、稳定工作时长。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>渲染图可以制造情绪，真正能让华尔街开始给\u003C\u002Fspan> Optimus \u003Cspan>单独建模的，是\u003C\u002Fspan> Fremont \u003Cspan>产线持续下线、部署数量提升，以及成本曲线开始清晰。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>TSLA \u003Cspan>还表示，最初生产的\u003C\u002Fspan> Optimus \u003Cspan>会进入内部的\u003C\u002Fspan> Optimus Academy\u003Cspan>，主要用于训练数据采集和功能开发。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>所以接下来最大的悬念很直接：\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>这些藏在\u003C\u002Fspan> Tesla App \u003Cspan>里的\u003C\u002Fspan> Gen 3 \u003Cspan>图片，会不会就是量产版正式发布前的最后一次“提前曝光”？\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如果答案是肯定的，下一步市场等的就不是外观，而是第一批真正的量产数据。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>$TSLA $NVDA #\u003Cspan>美股\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FT\u002FTSLA\u002FTSLA.jpg","2026-09-25T20:15:25","2026.09.25","2026\u002F09\u002F25",35282,[22],"TSLA","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" rel=\"noopener 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]