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现场爆发热烈欢呼,马斯克“万亿美元薪酬方案”获批,超7成特斯拉股东支持!美联储降息大消息,美股全线下跌
Mei Ri Jing Ji Xin Wen·2025-11-07 01:28

Core Viewpoint - Tesla shareholders approved Elon Musk's $1 trillion compensation plan with over 75% support, leading to a 1.69% increase in Tesla's stock price post-announcement [1] Group 1: Compensation Plan Details - The compensation plan is structured as a 10-year performance-based agreement, granting Musk up to 423.7 million restricted stock units, approximately 12% of the adjusted total shares [3][4] - To unlock these shares, Musk must meet 12 sets of escalating performance targets, categorized into market capitalization thresholds and operational milestones [3][7] Group 2: Performance Targets - The first phase requires Tesla's market capitalization to increase from approximately $1.5 trillion to $2 trillion, with subsequent phases increasing by $500 billion until reaching $6.5 trillion, and then $1 trillion increments up to $8.5 trillion [6][9] - Operational milestones include delivering 20 million vehicles, achieving 10 million active Full Self-Driving (FSD) subscriptions, delivering 1 million humanoid robots, and deploying 1 million Robotaxis in commercial operation [7][9] Group 3: Investor Sentiment - Retail investors show divided opinions; some view the compensation plan as recognition of Musk's contributions and essential for Tesla's future, while others express concerns about the potential impact of Musk's departure on their investments [3][1] - Morgan Stanley warned that a rejection of the compensation plan could be interpreted as a "vote of no confidence" in Musk, potentially leading to a stock sell-off and a decline of over 10% in Tesla's share price [2]