An exchange-traded fund offering leveraged exposure to Tesla Motors (HKEX: 07766) climbed more than 3%. At the time of reporting, the fund was up 3.77% to HK$112.8, with a turnover of HK$1.72 million.
This movement follows market reports indicating that Tesla Motors (NASDAQ: TSLA) has provided its supply chain with specific procurement guidance for its Optimus humanoid robot. According to multiple sources within Tesla's supply chain, the company has instructed suppliers to ramp up production capacity to 1,000 units per week by September of this year, with a further increase to 2,000-2,500 units per week targeted by year-end.
Sources close to the suppliers noted that Tesla typically places orders approximately two months in advance, and they have already seen specific orders for several hundred units scheduled for August. Based on this guidance, suppliers are expected to have the capacity to supply components for up to 100,000 Optimus units annually for Tesla by the end of the year.
The decision to proceed with these orders followed an executive review meeting in late June where CEO Elon Musk approved the latest version of the Optimus robot. This approval marks a significant step, signaling that the Optimus Gen 3 model, after over three years of development, is transitioning from the laboratory to the mass production phase.
Analysts have pointed out that the robotics sector underwent a period of valuation correction in the first half of the year. They suggest that the upcoming mass production of the Optimus V3, along with other industry catalysts, could drive a new phase of growth for the sector. Market observers recommend focusing on core component suppliers that have already received production guidance and orders from Tesla.
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