Tesla(US:TSLA) 3 6 Ke·2025-11-07 09:51Core Points - The Tesla shareholder meeting confirmed Elon Musk's continued leadership with a historic $1 trillion compensation plan receiving over 75% approval [2][4][5] - Musk announced several new initiatives including the production timeline for Cybercab, the redesigned electric truck Semi, the third-generation humanoid robot Optimus, and the AI5 chip [2][9][15] Group 1: Compensation Plan - The unprecedented compensation plan involves granting Musk up to 423.7 million restricted stock units, approximately 12% of the adjusted total shares [4] - Musk will unlock the compensation in phases, with the first target being to increase Tesla's market value from approximately $1.5 trillion to $2 trillion, followed by incremental increases of $500 billion [5] - The plan includes operational milestones such as achieving over 10 million FSD subscription users and delivering 2 million vehicles, with a final EBITDA target of $400 billion [5][8] Group 2: New Vehicle Initiatives - The Cybercab, designed for Robotaxi operations, is set to begin production in April 2026, with a target of 5-10 seconds per vehicle and an annual capacity of 5 million units [9][14] - The Semi electric truck will also enter production in 2026, featuring an 800 km range and designed for fully autonomous driving [9][10] - The FSD V14 is being rapidly promoted, with hopes for full approval in China by February or March 2026 [12][14] Group 3: Humanoid Robots and Chips - Musk emphasized the significance of the Optimus humanoid robot, which is expected to revolutionize various sectors and aims for mass production of 100 million units [15][17] - The AI5 chip will offer significant improvements in memory capacity, computational efficiency, and overall performance, with plans for a dedicated chip factory [18][21] - The company aims to transition to AI6 production within a year of AI5, doubling performance metrics [21]