Tesla(US:TSLA) Sou Hu Cai Jing·2025-11-07 07:48Core Points - Tesla's CEO Elon Musk has received shareholder approval for a potential compensation plan valued at nearly $1 trillion, with a 75% voting support rate [1] - Musk celebrated the approval on stage, highlighting the strong backing from retail investors despite opposition from major institutional investors [4] Summary by Sections Compensation Plan - The plan requires Musk to achieve two main goals over the next decade: increase Tesla's current market value of $1.4 trillion to $8.5 trillion and commercialize 1 million Robotaxi vehicles [4] - Upon meeting these targets, Musk could receive hundreds of millions of new stock shares [4] Shareholder Dynamics - Significant opposition to the plan came from large institutional investors such as the Norwegian sovereign wealth fund and the California Public Employees' Retirement System [4] - Previous compensation proposals faced legal challenges due to perceived close ties between Musk and the board, leading to Tesla's relocation to Texas [4] Business Focus - During the shareholder meeting, Musk emphasized the Optimus robot and did not initially mention the electric vehicle business, disappointing some analysts [4] - He later addressed full self-driving (FSD) capabilities, despite ongoing investigations by U.S. regulators into accidents related to Tesla's autonomous driving features [4] Analyst Insights - Analyst Dan Ives stated that Musk is Tesla's "most valuable asset" and that the company's AI valuation is expected to be unlocked, potentially shifting to an AI-driven valuation model in the next 6-9 months [4]