Tesla(US:TSLA) Huan Qiu Wang·2025-09-06 00:41Group 1 - The core point of the article is that Tesla's board has proposed an unprecedented compensation plan for CEO Elon Musk, potentially worth around $1 trillion, which is the largest executive compensation package in U.S. corporate history [1] - The proposal includes ambitious performance benchmarks, such as expanding the autonomous taxi business and increasing the company's market value from approximately $1 trillion to at least $8.5 trillion [1] - According to a report from Cinda Securities, Musk emphasized that the scaling of Full Self-Driving (FSD) and the Optimus robot is crucial for Tesla's future, with about 80% of the company's value expected to come from the Optimus robot, highlighting its central role in Tesla's business strategy [1] Group 2 - Cinda Securities also predicts that by the end of 2025, humanoid robots in certain factory applications will be finalized, leading the industry into a sales growth phase as the maturity of the supply chain improves [3] - It is expected that the prices of humanoid robots will gradually decrease, and the supply chain within the industry may become more concentrated, enhancing the certainty of the sector's structure [3]