为了留住马斯克，特斯拉给出“300亿美元股票奖励”

Core Viewpoint - Tesla's board has approved a significant stock award to CEO Elon Musk, aiming to ensure his focus on the company amid investor concerns and business challenges [2][4]. Group 1: Stock Award Details - The board has granted Musk 96 million new shares, valued at approximately $29 billion, to secure his continued leadership for at least the next two years [2]. - This temporary stock award is designed to gradually enhance Musk's voting power, with the board emphasizing its importance for maintaining his focus on Tesla's mission [2]. - Following the announcement, Tesla's stock price initially rose by 3.1% but later settled at a 2.3% increase, with the stock down 25% year-to-date compared to a 6% rise in the S&P 500 [2]. Group 2: Business Transformation - Tesla is undergoing a critical transformation, shifting from a focus on affordable electric vehicles to positioning itself as an AI and robotics company, including robot taxis and humanoid robots [4]. - Analysts believe this move highlights Musk's absolute control over the company, despite challenges such as declining electric vehicle sales and a weak stock price [4]. Group 3: Legal Challenges and New Compensation Plan - A Delaware court recently invalidated Musk's 2018 compensation plan, which was valued at over $50 billion, citing procedural flaws and unfairness to shareholders [6]. - The new temporary stock award will only vest if Musk remains in a key executive role until 2027 and includes a five-year holding period [6]. - If the court reinstates the 2018 performance incentive plan, Musk will have to forfeit or offset the new award to prevent "double-dipping" [6]. Group 4: Importance of Musk's Leadership - The board emphasized the necessity of retaining Musk, stating that losing him would mean losing not only his talent but also a leader capable of attracting and retaining talent [15]. - Recent months have seen Tesla lose several key employees, raising concerns about the company's stability and leadership [16]. Group 5: Current Challenges Facing Tesla - Tesla's stock has dropped about 25% this year, facing challenges from aging models, intense competition, and a decline in brand loyalty linked to Musk's political stance [18]. - The company has announced a significant drop in quarterly sales, with expectations for a decline in annual sales as well [18]. - Despite these challenges, Tesla has launched a limited robotaxi service and plans to expand its operations, including opening an experience center in New Delhi [18].