两天涨超10%！特斯拉股价大爆发，发生了什么？

Core Viewpoint - Tesla's recent stock surge is primarily driven by the approval of its Robotaxi service in Nevada and the introduction of new energy storage products, rather than its traditional electric vehicle business [1][6]. Group 1: Stock Performance - Tesla's stock rose approximately 7.4% during midday trading on Friday, reaching a new high since January, with a cumulative increase of over 10% in the last two days [1]. - The stock performance indicates strong investor confidence in Tesla's expansion in autonomous driving and AI sectors [1]. Group 2: Robotaxi Business - Tesla received approval from Nevada to test its Robotaxi service on public roads, which significantly boosted its stock price [1][3]. - The company aims to expand its Robotaxi service across various states, with a target to cover half of the U.S. population by the end of the year, pending regulatory approvals [5]. - Tesla's CEO Elon Musk indicated that the requirement for a safety driver in Robotaxi services may be removed by the end of the year [5]. Group 3: New Product Launches - Tesla launched the Megapack 3 and Megablock energy storage systems, which are expected to significantly reduce installation time and construction costs [6]. - The energy storage business generated approximately $11 billion in sales over the past year, reflecting a 43% year-over-year growth [6]. Group 4: Executive Compensation Plan - Tesla's board announced an unprecedented compensation plan for Musk, potentially worth $1 trillion, aimed at ensuring his focus on the company's growth over the next decade [2][8]. - The plan includes ambitious targets such as increasing Tesla's market value to $8.5 trillion and delivering 20 million electric vehicles [8][9]. - The compensation structure is designed to enhance Musk's voting power and address succession planning within the company [8]. Group 5: Leadership and Future Vision - Tesla's chairperson, Robyn Denholm, emphasized that Musk is uniquely qualified to lead the company's transition towards AI and robotics [7]. - The board's recent compensation plan reflects a strategic move to secure Musk's leadership while considering long-term succession planning [8].