智通财经网·2025-11-05 03:05Group 1 - The core viewpoint of the article highlights the decline of Sanhua Intelligent Control's stock price, which fell by 3.06% to HKD 34.9, with a trading volume of HKD 293 million [1] - The Norwegian sovereign wealth fund announced plans to vote against Elon Musk's compensation package at Tesla's upcoming shareholder meeting on November 6 [1] - Calpers, the largest public pension fund in the U.S., also plans to oppose Tesla's proposed trillion-dollar compensation plan for Musk, indicating significant investor concern [1] Group 2 - Analysts suggest that the voting outcome at Tesla's shareholder meeting will be pivotal for the company's long-term strategy in autonomous driving, artificial intelligence, and robotics [1] - Goldman Sachs downgraded Sanhua Intelligent Control's rating to "neutral," citing overly optimistic expectations regarding humanoid robots [1] - Goldman Sachs estimates that the current valuation of Sanhua's A-share price implies expectations of 900,000 to 2 million units of Tesla's Optimus robots being shipped, while Tesla's stated goal is to achieve 1 million units by 2030, which appears unattainable in the short term [1]