Tesla(US:TSLA) 大鱼聊电动·2025-08-13 10:49Government Subsidies and Regulations - Canada's new ZEV (Zero Emission Vehicle) subsidy program offers up to $5,000 CAD for BEV (Battery Electric Vehicle), FCEV (Fuel Cell Electric Vehicle), and long-range PHEV (Plug-in Hybrid Electric Vehicle), and $2,500 CAD for shorter-range PHEVs [2] - Tesla was previously banned from a Canadian federal subsidy program due to questionable subsidy applications, but has since been cleared by an official investigation [2] - Tensions between the US and Canada over tariffs may impact American automakers like Tesla regarding subsidies [2] Public Relations and Brand Reputation - A rapper falsely claimed Tesla remotely locked his Cybertruck after he wrote a diss track, leading to widespread media coverage and a strong reaction from Tesla fans [2] - In North America, Tesla is often targeted with negative stories, while in China, Tesla's legal team aggressively defends the company's reputation against misinformation [2] - US investors are urging Tesla to adopt a more aggressive approach to combatting false information and protecting its brand reputation in the US, similar to its strategy in China [2] Executive Compensation and Corporate Governance - The Corporate Governance Institute (CGI) is questioning Tesla's board's decision to grant Elon Musk a $29 billion stock award, citing concerns about concentrated risk and the influence of a dominant CEO [2] - Tesla shareholders have twice voted in favor of Musk's compensation package, originally valued at $56 billion, which was tied to ambitious performance goals [2] - Since the implementation of Musk's performance-based compensation plan in 2018, Tesla's stock price has increased by over 1000% [2] Technological Advancements - Tesla conducted a 360-mile (approximately 600 km) FSD (Full Self-Driving) test drive from the San Francisco Bay Area to Los Angeles, with zero driver interventions, stopping only once to charge [2] - Tesla's FSD Supervised system requires the driver to remain attentive and ready to take over, with in-car cameras monitoring the driver's eyes [3] - Newer Tesla vehicles are equipped with the HW4 system, featuring higher-resolution cameras, wider field of view, and a 3-5x increase in computing speed compared to HW3 [3] - Tesla is testing more advanced, unsupervised versions of its FSD software on Robotaxis in Austin, Texas [3] Business Strategy - Elon Musk stated that he does not rely on formal business plans, preferring a more flexible and dynamic approach to business development [3]