Tesla(US:TSLA) 汽车商业评论·2025-09-10 23:08Core Viewpoint - The article discusses Tesla's ambitious plan to achieve a market value of $8.5 trillion through a performance-based compensation scheme for CEO Elon Musk, which is tied to specific operational and market value milestones [3][4]. Market Value Milestones - Tesla's board has established 12 milestones for Musk's compensation, starting with a market value of $2 trillion and increasing in increments of $500 billion, culminating in an $8.5 trillion target [3]. - The milestones include significant operational goals such as delivering 20 million vehicles and achieving 10 million active Full Self-Driving subscriptions [3]. Operational Milestones - The operational milestones are critical for Musk to earn 12% of Tesla's stock, valued at approximately $1.03 trillion, which would increase his ownership to 25% [4]. - Achieving these milestones is essential for Tesla to transition from a traditional manufacturer to an ecosystem platform, focusing on Full Self-Driving technology and the production of humanoid robots [9][10][11]. Challenges and Strategic Shifts - Tesla is currently facing challenges, including a slow product line update and increased competition from both new entrants and traditional automakers [14][17]. - The company must adapt to changing policy environments, such as the reduction of electric vehicle subsidies in the U.S. and Europe, which necessitates a strategic transformation to regain market growth [17]. Future Outlook - Musk's ambitious goals include making Tesla a leader in the autonomous taxi market and achieving mass production of the Optimus humanoid robot, which could significantly impact Tesla's market value [10][12]. - The success of this plan will determine whether Tesla remains an electric vehicle company or evolves into a broader technology empire [17].