Apple Inc. (AAPL.US) enters the physical artificial intelligence field, but Morgan Stanley still prefers Tesla, Inc. (TSLA.US)

There have been reports that Apple Inc. (AAPL.US) plans to launch a consumer-facing desktop Siasun Robot & Automation product in 2027. The device will be equipped with a 9-inch display screen, which will be mounted on an electric arm that can move and rotate autonomously. The device is designed to follow users or adjust angles during interactions, and is expected to be positioned for use on desks and in kitchens to assist with household or work tasks. This desktop Siasun Robot & Automation will enhance interactivity through motors, sensors, upgraded Siri artificial intelligence, and a screen similar to an iPad. Analysts believe that Apple Inc.'s entry into the consumer desktop Siasun Robot & Automation sector is a significant move marking another "important moment" in the advancement of artificial intelligence towards physical embodiment. This move may prompt the company to introduce more products that can challenge humanoid Siasun Robot & Automation and other physical artificial intelligence products, thus attracting investors' attention. A recent report from Morgan Stanley shows that analysts at the firm have concluded from discussions with institutional clients, corporate clients, and private wealth clients that physical artificial intelligence (such as Robotaxis, drones, and humanoid Siasun Robot & Automation) are "emerging from their cocoons". Analysts added that they have encountered some very unusual concepts recently, where artificial intelligence is transitioning into the physical world, turning many seemingly science fiction ideas into reality. For example, exoskeletons combined with brain implants can provide physical abilities beyond human limits; genetically modified brain cells can react to external stimuli and connect human thought to high-bandwidth AI communication systems. The most shocking news came from a private client's sharing - pregnant Siasun Robot & Automation, whose mission is to gestate human embryos to full term and complete childbirth. The further eruption of physical artificial intelligence is expected to bring more competition to Tesla, Inc. (TSLA.US) which has already been active in this area. However, Morgan Stanley still views Tesla, Inc. as a high-quality investment target in this field. Before Tesla, Inc.'s upcoming third-quarter earnings release, Morgan Stanley maintained an "overweight" rating on the stock with a target price of $410. Tesla, Inc.'s CEO Elon Musk has been keenly aware of the opportunities in physical artificial intelligence and Siasun Robot & Automation technology for over a decade. Tesla, Inc.'s Optimus humanoid Siasun Robot & Automation debuted in 2024 and launched its third generation in 2025, completing multiple upgrades in just one year. Musk revealed new details about Optimus V3 at the annual "All-in Summit" in September this year, stating that Optimus V3 Siasun Robot & Automation is being designed to have "human-level hand flexibility" and be equipped with "advanced artificial intelligence that understands physical reality". Tesla, Inc. plans to launch the third generation humanoid Siasun Robot & Automation Optimus by the end of 2025 and expects to begin mass production in 2026. This plan expands the commercial prospects of humanoid Siasun Robot & Automation technology, further solidifying Tesla, Inc.'s leading position in automation and Siasun Robot & Automation fields. Musk predicts that by 2030, the annual production of Optimus will reach 1 million units. The launch and mass production plan for Optimus are described by Tesla, Inc. as a revolutionary development. Musk stated on social media that he believes that up to 80% of Tesla, Inc.'s future value could come from this autonomous humanoid Siasun Robot & Automation. At the same time, Tesla, Inc. is steadily expanding its self-driving taxi business. Musk and other Tesla, Inc. executives have remained relatively silent on the progress of launching self-driving taxis in Austin. However, observers of Tesla, Inc. in Colorado (Aurora/Denver area) and Illinois (Chicago) have discovered new job postings for operators of autonomous and fully autonomous self-driving taxis, indicating that there may be some noteworthy details about the expansion of Tesla, Inc.'s self-driving taxi business.