Chinese broker CITIC Securities says Tesla combines leading AI large‑model capabilities with scale manufacturing and ranks among leaders in the global embodied intelligence supply chain. The broker is bullish on the mass‑production and application prospects for Tesla robots. Optimus is set to enter a production phase and Cybercab testing is proceeding as planned. CITIC recommends monitoring core supply‑chain players.

2026-07-29

Chinese broker CITIC Securities says Tesla combines leading AI large‑model capabilities with scale manufacturing and ranks among leaders in the global embodied intelligence supply chain. The broker is bullish on the mass‑production and application prospects for Tesla robots. Optimus is set to enter a production phase and Cybercab testing is proceeding as planned. CITIC recommends monitoring core supply‑chain players.