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CITIC Securities: Recommend watching the Roadster and Optimus-related supply chains

CITIC Securities noted that Tesla's next-generation Roadster completed difficult maneuvers including climbing upside down and mid-air flips at SpaceX's test site in Texas, integrating core technologies from multiple product lines such as SpaceX, Optimus, and FSD. CITIC Securities believes that products such as Optimus will likewise benefit from technology synergies between Tesla and SpaceX, including MegaFactory, end-to-end large models, Grok, and the AI5 chip, and is optimistic about their mass-production and application prospects; it recommends watching the Roadster and Optimus-related supply chains.

Part of the event: CITIC Securities Is Bullish on the Prospects for Mass Production of Robots and Suggests Watching the Industry Chain

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