Tesla(US:TSLA) Xin Lang Cai Jing·2025-11-08 00:05Group 1 - Tesla's stock price has declined for two consecutive trading days, with a drop of 3.68% on November 7, totaling a 7.04% decrease over the two days, raising concerns about its future performance [1] - At the recent annual shareholder meeting, Tesla approved a high compensation incentive plan for Elon Musk, potentially allowing him to acquire Tesla shares worth up to $1 trillion over the next decade, sparking discussions on whether the company can achieve such a high market value and aggressive operational goals [1] - Tesla's ambitious plans include significantly increasing its market value and operational metrics, such as delivering 20 million electric vehicles and 1 million humanoid robots (Optimus), indicating its commitment to transforming into an AI and robotics company [1] Group 2 - Tesla faces strong competition from rivals like BYD, which has shown impressive performance in the European market, surpassing Tesla's sales in several countries [1] - The growing popularity of hybrid vehicles poses additional pressure on Tesla, which has been criticized by Musk as merely a transitional product, highlighting the need for Tesla to adopt more flexible strategies in response to changing market demands [1] - Tesla's technological innovations are under scrutiny, with plans for a large chip factory to support its autonomous driving and robotics business, as well as ongoing updates to its Full Self-Driving (FSD) technology, which are seen as key to enhancing its competitive edge [2] - Despite facing numerous challenges, Tesla's market position remains strong, but its future development will need to navigate multiple factors, including policy environment, market competition, and technological innovation [2]