CITIC SEC's Research Reports indicate that recent information suggests Tesla's Optimus project is poised for a significant version update soon, with plans for formal mass production in 2025, and a subsequent two years of explosive growth at a rate of 10 times per year. Additionally, North American AI giants have expressed that robots will be at the center of their next Global Strategy. This information is likely to inject strong confidence into the humanoid robot Sector, and also implies that investment nodes are becoming clearer, with a focus on core component companies in the Tesla supply chain.