Cathay Pacific Haitong released a research report saying that in the financial report for the third quarter of 2026, Tesla said that production of Optimus robots has begun, and the first batch of Optimus robots that meet mass production standards has officially gone offline. Wang Xingxing of Yushu Technology determined that physical AI has now seen signs of being broken down, probably in the last 1-2 years or 2-3 years.

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