Tesla(US:TSLA) 大鱼聊电动·2025-11-05 04:53Stock Performance & Shareholder Influence - Tesla's stock closed at $444.26, down by 5.15% [1] - Schwab announced they would vote in favor of Elon Musk's 2025 CEO performance award, reversing their previous stance and stating they will not solely rely on ISS's recommendations [1] - Morgan Stanley's Counterpoint Global also announced their support for Musk's compensation plan, citing Tesla's success and shareholder returns under his leadership [1] - Tesla is moving its company registration from Delaware to Texas, making the 2025 CEO compensation plan subject to Texas law, thus circumventing the Delaware court's previous ruling [1] - Tesla's 2025 annual shareholder meeting tickets have been sent out, scheduled for November 6th in Giga Texas [2] - Elon Musk believes Tesla has the strongest shareholder structure among publicly listed companies [2] AI Chip Development - Tesla is developing AI5 chips, with mass production expected by 2027, to be manufactured by both TSMC and Samsung [1] - AI5 chip performance is projected to be 40 times stronger than HW4, with AI6 expected to double the performance of AI5 by mid-2028 [1] - Cybercab is expected to launch using HW4 chips initially, with potential upgrades to AI5 chips later [2] - Tesla is designing its AI chips for its specific needs in autonomous driving and Optimus robots, differentiating itself from general-purpose GPU manufacturers like NVIDIA [2] Manufacturing & Market Expansion - Tesla Model 3 Long Range ranked first in the 2025 American University's Kogod School of Business "Made in America Auto Index" with 75% domestic parts content [2] - Tesla vehicles occupied 7 out of the top 15 spots in the "Made in America Auto Index" [2] - Tesla appointed Sharad Agarwal, formerly of Lamborghini India, as the Country Head for India, suggesting an initial strategy of targeting the luxury market with high-end models like Model S/X and Cybertruck [2] - Cybertruck is being tested in the "Vegas Loop" tunnel in Las Vegas [2]