<p>随着华盛顿的传闻表明特朗普政府正在准备推动美国机器人产业，特斯拉的投资者迅速产生了兴趣，就像一个在软件更新后启动的人形机器人。</p>
<p>周三，<strong>特斯拉的股票上涨</strong> 了 1%，此举是在报道发布后，报道称特朗普政府即将采取重大步骤以加速美国机器人产业的发展。这一步骤无疑将使处于自动化、人工智能和先进制造交汇点的公司受益。</p>
<p>此举紧随《政治报》独家报道，强调商务部长霍华德·卢特尼克与机器人行业的大牌玩家进行了多次会议，并坚称他完全致力于推动该行业的发展。</p>
<p><strong>根据内部人士的说法</strong>，总统行政部门甚至正在考虑在 2026 年发布一项关于机器人的行政命令。</p>
<h2>机器人股票的提振</h2>
<p>尽管特斯拉的涨幅有限，但专注于机器人技术的公司的股票在市场上却引发了更热烈的反应。<strong>Serve Robotics 上涨了 8%</strong>，<strong>Richtech Robotics 飙升了 11%</strong>，<strong>Teradyne 上涨了 1%</strong>。</p>
<p>市场的反应就像投资者已经提前布局，因为围绕政府支持和整个机器人及自动化生态系统可能的监管环境清理的猜测不断增加。</p>
<h2>行政部门的计划</h2>
<p><strong>商务部表示</strong>，</p>
<blockquote>
<p>“我们致力于机器人和先进制造，因为它们对将关键生产带回美国至关重要。”</p>
</blockquote>
<p>该项目的宣传正值行政部门人工智能加速计划推出几个月后。这表明了一项更广泛的工业战略，旨在增强国家的技术能力。</p>
<p>与此同时，交通部据说正在准备在年底前推出一个机器人工作组。</p>
<p>各政府部门的联合努力和强烈承诺表明了将自动化纳入国家经济和工业政策的意图。</p>
<h2>日益增长的兴趣</h2>
<p>对机器人技术的日益关注也在国会中蔓延。今年早些时候，国防授权法案是共和党立法者试图在其中加入创建国家机器人委员会的修正案的法案。</p>
<p><strong>消息来源称</strong>，尽管该修正案未能进入最终版本，但已经有关于额外立法措施的讨论。联邦支持在某种形式上可能会扩大，机器人技术是一个关键领域，双方都已承认这一点。</p>
<h2>接下来会发生什么？</h2>
<p>尽管行政部门已发出强烈信号，表明其以机器人为首的工业战略，但投资者正在寻找某些政策行动，这些行动可能会定义该行业的未来。关于机器人的行政命令、增加资金、更加明确的监管框架或创新补助金都可能加速增长。</p>
<p>特斯拉的影响不仅限于电动车，而是超越了这一点。该公司的 Optimus 人形机器人及其更广泛的自动化梦想可能会得到国家政策转变的支持，从而允许机器人在大规模开发、测试和部署。</p>
<p>如果美国政府继续推进协调的多部门行动，那么该国的机器人产业很可能会处于政策变革浪潮的前沿。这将是一次大规模的变革，市场的早期反应表明投资者已经开始为这一可能性进行布局。</p>
<p>如果美国政府真正致力于加速该行业的发展，那么特斯拉可以改变其形象，从一个实验人形机器人的汽车制造商，转变为一个最大的机器人制造商，而其汽车销售只是副业。</p>

SERV

<p>特朗普政府 reportedly 正在准备推动美国机器人产业，这将使特斯拉及其他自动化、人工智能和制造领域的公司受益。在这些报道中，特斯拉的股票上涨了 1%。Serve Robotics、Richtech Robotics 和 Teradyne 的股票也有所上涨。商务部强调机器人技术是美国生产的关键。国会对此表现出日益增长的兴趣，并可能采取立法措施。投资者正在为可能加速机器人产业增长的政策行动进行布局，这将影响特斯拉更广泛的自动化雄心</p>

<p>As the rumors from Washington indicated that the Trump administration is preparing to boost the U.S robotics industry, the Tesla investors got interested quickly, just like a humanoid robot starting after a software update.</p>
<div class="lb-trans"><p>随着华盛顿的传闻表明特朗普政府正在准备推动美国机器人产业，特斯拉的投资者迅速产生了兴趣，就像一个在软件更新后启动的人形机器人。</p>
</div><p>On Wednesday, <strong>Tesla’s stock increased</strong> by 1% following the publication of reports, which indicated that the Trump administration is about to take a huge step to speed up the U.S robotics industry. It is a step that would definitely benefit companies at the crossroads of automation, AI, and advanced manufacturing.</p>
<div class="lb-trans"><p>周三，<strong>特斯拉的股票上涨</strong> 了 1%，此举是在报道发布后，报道称特朗普政府即将采取重大步骤以加速美国机器人产业的发展。这一步骤无疑将使处于自动化、人工智能和先进制造交汇点的公司受益。</p>
</div><p>The act was followed by the exclusive report by Politico highlighting that Secretary of Commerce Howard Lutnick has had quite a few meetings with the big players in the robotics industry and insists that he is totally committed and is “all in” to make the sector grow.</p>
<div class="lb-trans"><p>此举紧随《政治报》独家报道，强调商务部长霍华德·卢特尼克与机器人行业的大牌玩家进行了多次会议，并坚称他完全致力于推动该行业的发展。</p>
</div><p><strong>As per the insiders</strong>, the Presidential administration is even mulling over an executive order on robotics that would come out in 2026.</p>
<div class="lb-trans"><p><strong>根据内部人士的说法</strong>，总统行政部门甚至正在考虑在 2026 年发布一项关于机器人的行政命令。</p>
</div><h2>A Boost for Robotics Stocks</h2>
<div class="lb-trans"><h2>机器人股票的提振</h2>
</div><p>Despite the modest increase in Tesla’s case, stocks of companies focusing on robotics technologies experienced even more enthusiastic reactions in the marketplace. <strong>Serve Robotics increased 8%</strong>, <strong>Richtech Robotics surged 11%</strong>, and <strong>Teradyne went up 1%</strong>.</p>
<div class="lb-trans"><p>尽管特斯拉的涨幅有限，但专注于机器人技术的公司的股票在市场上却引发了更热烈的反应。<strong>Serve Robotics 上涨了 8%</strong>，<strong>Richtech Robotics 飙升了 11%</strong>，<strong>Teradyne 上涨了 1%</strong>。</p>
</div><p>The market is reacting as if investors are already positioning themselves early, because of the growing speculation around the support from the government and the possible clearance of the regulatory environment for the whole robotics and automation ecosystem.</p>
<div class="lb-trans"><p>市场的反应就像投资者已经提前布局，因为围绕政府支持和整个机器人及自动化生态系统可能的监管环境清理的猜测不断增加。</p>
</div><h2>What the Administration Is Planning</h2>
<div class="lb-trans"><h2>行政部门的计划</h2>
</div><p>The <strong>Commerce Department said</strong>,</p>
<div class="lb-trans"><p><strong>商务部表示</strong>，</p>
</div><blockquote>
<p>“We are committed to robotics and advanced manufacturing because they are central to bringing critical production back to the United States”.</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>“我们致力于机器人和先进制造，因为它们对将关键生产带回美国至关重要。”</p>
</blockquote>
</div><p>This project is being publicized just months after the launch of the administration’s artificial intelligence acceleration plan. This demonstrates a wider industrial strategy to strengthen the country’s technological capabilities.</p>
<div class="lb-trans"><p>该项目的宣传正值行政部门人工智能加速计划推出几个月后。这表明了一项更广泛的工业战略，旨在增强国家的技术能力。</p>
</div><p>At the same time, the Department of Transportation is said to be gearing up to present a robotics working group, possibly before the end of the year.</p>
<div class="lb-trans"><p>与此同时，交通部据说正在准备在年底前推出一个机器人工作组。</p>
</div><p>The combined efforts and strong commitment from various government departments point out towards the intention of integrating automation into the national economic and industrial policy.</p>
<div class="lb-trans"><p>各政府部门的联合努力和强烈承诺表明了将自动化纳入国家经济和工业政策的意图。</p>
</div><h2>Growing Interest</h2>
<div class="lb-trans"><h2>日益增长的兴趣</h2>
</div><p>The growing interest in robotics is also spreading in Congress. Earlier this year, the National Defense Authorization Act is the bill on which the Republican lawmakers tried to include an amendment to create a national robotics commission.</p>
<div class="lb-trans"><p>对机器人技术的日益关注也在国会中蔓延。今年早些时候，国防授权法案是共和党立法者试图在其中加入创建国家机器人委员会的修正案的法案。</p>
</div><p><strong>Sources say</strong> that although the amendment did not make it to the final version, there are already talks about the additional legislative measures. The federal support, in some form, is likely to expand, where robotics is a critical sector, which the bipartisan has acknowledged.</p>
<div class="lb-trans"><p><strong>消息来源称</strong>，尽管该修正案未能进入最终版本，但已经有关于额外立法措施的讨论。联邦支持在某种形式上可能会扩大，机器人技术是一个关键领域，双方都已承认这一点。</p>
</div><h2>What’s Next?</h2>
<div class="lb-trans"><h2>接下来会发生什么？</h2>
</div><p>While the administration has been sending out strong signals of a robotics-first industrial strategy, investors are looking for certain policy actions that could define the sector’s path. Executive orders on Robotics, increased funding, more clearly defined regulatory frameworks, or innovation grants could all add to the acceleration of growth.</p>
<div class="lb-trans"><p>尽管行政部门已发出强烈信号，表明其以机器人为首的工业战略，但投资者正在寻找某些政策行动，这些行动可能会定义该行业的未来。关于机器人的行政命令、增加资金、更加明确的监管框架或创新补助金都可能加速增长。</p>
</div><p>The effects for Tesla is not just limited to EVs, instead it goes beyond it. The company’s Optimus humanoid robot and its wider automation dreams might get the support of a national policy shift that allows robotics to be developed, tested, and deployed at a large scale.</p>
<div class="lb-trans"><p>特斯拉的影响不仅限于电动车，而是超越了这一点。该公司的 Optimus 人形机器人及其更广泛的自动化梦想可能会得到国家政策转变的支持，从而允许机器人在大规模开发、测试和部署。</p>
</div><p>If the U.S government goes ahead with the coordinated, multi-agency action then the country’s robotics industry could very well be at the front of the wave of the policy change. This would even be of a massive nature and the early reactions of the market indicates that the investors have already started positioning for that possibility.</p>
<div class="lb-trans"><p>如果美国政府继续推进协调的多部门行动，那么该国的机器人产业很可能会处于政策变革浪潮的前沿。这将是一次大规模的变革，市场的早期反应表明投资者已经开始为这一可能性进行布局。</p>
</div><p>If the U.S government truly commits to the acceleration of the sector, then Tesla can change its image from an automaker that experiments with humanoid robots to one of the biggest robots maker that just happens to be selling cars as a side business as well.</p>
<div class="lb-trans"><p>如果美国政府真正致力于加速该行业的发展，那么特斯拉可以改变其形象，从一个实验人形机器人的汽车制造商，转变为一个最大的机器人制造商，而其汽车销售只是副业。</p>
</div>

美国机器人政策的推动力提升了特斯拉和自动化股票