The broker notes that Tesla's Optimus humanoid robot is progressing faster than expected, with hardware largely mature and the key bottleneck being AI brain data. Tesla is aggressively scaling data collection and plans to produce 2,500 units per week by end-2026, backed by $30 billion in new credit.
Broker turns bullish on the humanoid robot sector, citing Tesla's Optimus acceleration and identifying key Chinese component suppliers as beneficiaries.
Free preview — more China A-share & HK research · About Us · Legal & Privacy