Tesla(US:TSLA) Ge Long Hui·2025-11-03 02:25Core Points - Musk's compensation plan will be voted on by shareholders on November 6, and if approved, it will be one of the largest compensation packages in corporate history [1] - Morgan Stanley indicated that if the compensation plan is rejected, Tesla's stock could face an immediate sell-off of over 10%, casting a shadow over the company's strategic future [1] Group 1 - The failure of the compensation plan will be interpreted by the market as a "vote of no confidence" in Musk's leadership, potentially triggering a severe reaction in the capital markets [3] - Analysts suggest that Musk may reiterate his demand for greater control, as Tesla's ability to attract and retain top talent in AI, manufacturing, and engineering will heavily depend on Musk's continued role as the core leader of the company [3] - A failure of Musk's compensation plan would undoubtedly undermine this foundational aspect of the company [3]