CITIC Securities flags Roadster and Optimus supply chain
A CITIC Securities research note relayed by 36Kr said Tesla's next-generation Roadster appeared at SpaceX's Texas test site, performing stunts including climbing while inverted and mid-air flips. The note argued the Roadster integrates core technology from SpaceX, Optimus and FSD, illustrating cross-product technology reuse, and on that basis said it is bullish on the mass production and application prospects of Optimus and other robots, recommending investors watch the Roadster and Optimus supply chains. The appearance and stunt claims come only from the brokerage's account, with no Tesla demonstration or independent verification cited.
It is a brokerage investment call on Tesla's robotics prospects: CITIC Securities expects Optimus to benefit from technology synergies between Tesla and SpaceX in MegaFactory, end-to-end large models, Grok and the AI5 chip.