All right, I'm going to get to your opinion on the pay package and the value of it, the yes or no. But first, I want to talk to you just about this vote. What does it mean for the near-term moves in this stock until we get the next catalyst, whether it be earnings or deliveries.>> You know what. I I I think this is actually much to do about nothing around pay. Everybody that's in Tesla wants to get paid.Um people think of him as an alchemist. I mean, even Schwab had to reverse their uh their indicated vote ...

[Table_Title] 证券研究报告|机械设备 人形机器人打开增量空间，国产替代进行时 [Table_ReportType] ——减速器行业深度报告[Table_ReportDate] [行业核心观点： Table_Summary] 减速器是传动领域核心零部件，具有降低转速和增加扭矩的作用，下游 应用广泛，其中精密减速器在机器人中应用广、占比高，直接影响机器 人的性能。目前国内外人形机器人进展迅速，人形机器人量产在即，到 2030 年或将为精密减速器带来数百亿增量市场。随着国内政策的支持 力度不断加强、国内厂商的技术水平不断突破，精密减速器国产化率逐 渐提升，国产精密减速器迎来关键时刻。 投资要点： ⚫ 精密减速器是人形机器人和工业机器人的重要零部件。精密减速器在 工业机器人成本中占比 35%，在特斯拉人形机器人成本中占比约 16%， 减速器的性能直接影响机器人的性能。精密减速器根据不同的构造和传 动方式可分为 1）谐波减速器：体积小、重量轻，传动精度高，运转平 稳，传动比大，适合应用于工业机器人和人形机器人之中，主要适用于 机器人小臂、腕部、手部等部件；2）RV 减速器：具有传动效率高、传 动平稳性高、 ...

盘前市场动向 1.11月6日(周四)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.02%，标普500指数期货涨0.09%，纳指期货涨 0.06%。 | = US 30 | 47,320.90 | 47.403.10 | 47,199.50 | +9.90 | +0.02% | | --- | --- | --- | --- | --- | --- | | = US 500 | 6,802.20 | 6,807.70 | 6.776.80 | +5.90 | +0.09% | | = US Tech 100 | 25,636.00 | 25,656.50 | 25,498.60 | +16.00 | +0.06% | 2.截至发稿，德国DAX指数跌0.08%，英国富时100指数跌0.37%，法国CAC40指数跌0.44%，欧洲斯托克50指数跌0.04%。 | 德国DAX30 | 24,030.79 | 24,061.79 | 23,931.02 | -18.08 | -0.08% | | --- | --- | --- | --- | --- | --- | | 瑞 英国富时100 | 9.741.3 ...

盘前市场动向 1. 11月6日(周四)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.02%，标普500指数期货涨0.09%，纳指期货涨 0.06%。 | = US 30 | 47,320.90 | 47.403.10 | 47,199.50 | +9.90 | +0.02% | | --- | --- | --- | --- | --- | --- | | = US 500 | 6,802.20 | 6,807.70 | 6.776.80 | +5.90 | +0.09% | | = US Tech 100 | 25,636.00 | 25,656.50 | 25,498.60 | +16.00 | +0.06% | 2. 截至发稿，德国DAX指数跌0.08%，英国富时100指数跌0.37%，法国CAC40指数跌0.44%，欧洲斯托克50指数跌0.04%。 | 德国DAX30 | 24,030.79 | 24,061.79 | 23,931.02 | -18.08 | -0.08% | | --- | --- | --- | --- | --- | --- | | 器 英国富时100 | 9,741 ...

11/05/2025Timing-chip maker SiTime late Wednesday beat expectations for the third quarter. SiTime stock rose in extended trading. 11/05/2025Timing-chip maker SiTime late Wednesday beat expectations for the third... INVESTING RESOURCES Take a Trial Today BREAKING: Futures Mixed Amid Earnings Movers; Elon Musk Pay Vote Due Dow Jones futures were little changed early Thursday, along with S&P 500 futures and Nasdaq futures. Robinhood Markets (HOOD), AppLovin (APP), ARM Holdings (ARM), DoorDash (DASH) and Qualco ...

先给大家捋清楚核心事件。 这事儿得从9月说起，特斯拉董事会给马斯克扔了个史无前例的对赌协议：未来10年，只要完成几个条件，特斯拉CEO马斯克就能拿价值1万亿美元的股 票，相当于7万亿人民币！ 这份薪酬方案堪称"人类史上最贵"，马斯克一分固定工资没有，收入全靠股票期权，但解锁条件难到离谱： 王爷说财经讯：人类历史最高工资：1万亿美元的薪酬方案迎来投票！ 11月6日，特斯拉股东大会正直播投票马斯克的万亿美元薪酬方案！ 这可不是普通的加薪谈判，大摩直接预警：方案被否，特斯拉股价可能瞬间暴跌10%！ 手握13%股份的马斯克早就放话，不给这份薪酬就辞职走人。 问题来了：马斯克是真的想离开自己一手带大的特斯拉，还是拿离职当谈判筹码？董事会又能不能留住这位灵魂人物？ 01、马斯克的万亿薪酬方案到底是什么？ 当然，对此，特斯拉董事会早就说了"没有马斯克，公司可能失去重大价值"。毕竟过去十年，他带领特斯拉从濒临破产冲到万亿市值，这种"马斯克溢 价"让投资者疯狂买单——他放话要离职后，特斯拉股价反而涨了5.3%，这就是市场用脚投票。 要是全部达标，马斯克能拿到12%的特斯拉股份，总价值约1万亿美元，成为全球首个万亿富豪。 但现在 ...

然而，在大会前夕，该方案遭遇了极大的阻力。挪威主权财富基金等多家机构投资者明确表示将投反对 票。 《每日经济新闻》记者（以下简称"每经记者"）在采访中发现，散户投资者对这份方案的态度也有分 化。有人说："马斯克走，我就清仓。"有人则愤怒地将马斯克近期的言论斥为对股东的"公开勒索"。 面对压力，特斯拉董事会则发动了全面的公关攻势力挺马斯克。马斯克本人曾暗示，如果薪酬方案未通 过，他将考虑离开特斯拉或辞去CEO职务。 摩根士丹利在一份报告中警告称，若薪酬方案被否，可能被市场解读为对马斯克的"不信任投票"，特斯 拉或面临抛售压力，股价恐下跌超10%。 多家机构公开反对："这是为权力付费" 最近发声的是全球最大主权财富基金的管理者挪威央行投资管理公司（Norges Bank Investment Management，NBIM）。11月4日，该机构明确表态将投票反对。尽管承认马斯克的远见为公司创造了 巨大价值，但NBIM对奖励方案的规模、股权稀释风险及关键人物依赖问题表示担忧。这是该基金连续 第二年抵制马斯克的薪酬包。截至今年6月30日，NBIM持有特斯拉约1.12%的股权，价值约166亿美 元，是特斯拉十大机构股东 ...

Investment Rating - The industry rating is "Outperform the Market," indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% over the next 6 months [20]. Core Insights - Tesla's board has proposed an unprecedented compensation plan for Elon Musk, potentially worth around $1 trillion, contingent on achieving specific goals over the next 10 years [3]. - Key objectives include increasing market capitalization from approximately $1 trillion to at least $8.5 trillion, delivering a cumulative total of 20 million vehicles, deploying 1 million Robotaxis, achieving 10 million active Full Self-Driving (FSD) subscriptions, delivering 1 million Optimus robots, and increasing profits to $400 billion, which is about 24 times the expected earnings in 2024 [5][6]. - The upcoming shareholder meeting on November 6 will vote on this compensation plan, which previously received about 73% support in 2018 but was later invalidated due to procedural issues [5][6]. - If the compensation plan is approved, it could significantly impact Tesla's long-term development by stabilizing leadership, aligning incentives with long-term goals, accelerating key projects, providing capital for R&D without increasing cash expenditures, alleviating governance concerns, and boosting market sentiment [6][7]. Summary by Sections Market Dynamics - The approval of Musk's compensation plan could lead to a surge in orders and technological upgrades for companies in the Tesla supply chain and the domestic humanoid robot industry, presenting substantial investment opportunities in the capital market [7][13]. Recommendations - The report suggests monitoring the developments surrounding Musk's compensation plan and its implications for Tesla and the broader industry [8].

U.S. stock markets are experiencing a day of mixed signals this Thursday, November 6, 2025, with premarket trading showing slight caution despite a positive close on Wednesday. Investors are closely monitoring futures movements, significant corporate announcements, and a pivotal Supreme Court hearing that could reshape trade policy.Premarket Trading and Futures MovementsAs the trading day begins, U.S. stock futures are largely flat to slightly lower, indicating a cautious start. S&P 500 futures are down app ...

Core Points - Tesla shareholders are set to vote on a proposal to potentially grant CEO Elon Musk a compensation package worth up to $878 billion, marking it as the highest executive pay in history [1] Company Summary - The proposed compensation for Elon Musk is unprecedented, with a total value of $878 billion, which would significantly surpass any previous executive pay packages [1]