Tesla(US:TSLA) 大鱼聊电动·2025-08-05 04:16Stock Performance & Market Analysis - Tesla's stock closed up 2.19% at $309.26 on Monday [1] - Piper Sandler views the market's reaction to the Autopilot incident as an overreaction, maintaining a buy rating for Tesla [1] - Morgan Stanley considers Tesla the top investment choice in the US auto industry, setting a target price of $410 [1] Executive Compensation & Corporate Governance - Tesla's board granted Elon Musk a temporary reward of $29 billion in restricted stock [1] - The reward consists of 96 million shares priced at $23.34 each, vesting in 2027 with a five-year holding period [1] - The board aims to increase Musk's voting power from 12.9% to 14.6% to secure his control over the company, especially in AI and robotics [1] - The temporary reward will be revoked if Tesla wins the lawsuit and restores the 2018 CEO performance award plan worth $55 billion [1] - Tesla is developing a long-term CEO compensation strategy to be voted on at the November 6, 2025 annual shareholder meeting [1] Legal & Regulatory Issues - Tesla faces a $243 million penalty in a Florida Autopilot accident case, but Piper Sandler believes Tesla is likely to win the appeal [1] - The actual payment may be reduced to $42.6 million or less, with no direct impact on Tesla's FSD development [1] Future Outlook & Strategic Focus - Tesla's board believes Musk is central to the company's success and is investing in his future leadership [1] - Musk aims to have at least 25% voting rights to have greater influence on company decisions, especially in AI, autonomous driving, and robotics [1]