Ge Long Hui·2025-11-07 08:37Group 1 - Ark Invest founder and CEO Cathie Wood reiterated her price target of $2,600 for Tesla by 2030, with 90% of this valuation based on the potential of Tesla's autonomous taxi business, excluding the potential of its humanoid robot business [1][3] - During Tesla's annual shareholder meeting, Wood emphasized that the market still misunderstands the scale of the autonomous driving opportunity, stating that her price target has been public for a considerable time [3] - Wood indicated that the humanoid robot sector represents significant future upside potential, which is not currently included in her price target, suggesting that if the development of humanoid robots accelerates, the price target could be raised [3] Group 2 - Wood described Tesla as being in the best position to lead in the new field of robotics, energy storage, and artificial intelligence, highlighting its multifaceted business model [3] - During the shareholder meeting, shareholders approved CEO Elon Musk's compensation plan, which Wood strongly supported, calling Musk the "most productive and visionary person on Earth" [3] - Wood defended Musk's compensation structure as aligning the interests of management with long-term shareholder value, criticizing governance firms like ISS and Glass Lewis for not understanding Tesla's long-term vision and focusing too much on short-term issues [3]