On July 29, CITIC Securities remarked that Tesla is at the cutting edge of the global embodied AI industry chain, thanks to its advanced AI large model technology and scalable manufacturing prowess. The firm holds a strong conviction in the bright future for the mass production and broad application of Tesla's robots. At present, Tesla's Optimus is on the brink of entering production phase, while Cybercab is progressing through testing as scheduled. It would be wise to keep an eye on the key players within the industry chain.
