CITIC Securities' article breaks down the mass production schedule in great detail; the release of V3 and the supply chain scale are the next two key validation points, stay focused.

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Crypto界网消息,中信建投研究报告指出,机器人是人工智能(AI)最好的物理载体之一,未来将有数十亿个自主系统和机器人系统在物理世界中运行。近期,机器人板块情绪明显回暖,物理AI的叙事是切实推进的产业趋势,值得高度重视。Optimus量产渐行渐近,近期大客户对供应链量产规模的指引逐步清晰,产业走向量产释放的节奏逐步得到验证,后续V3产品发布、量产推进仍然值得密切关注。此外,国产机器人公司IPO持续推进,有望带来本体估值重估,板块催化不断,看好行情演绎。
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