Tesla(US:TSLA) 美股IPO·2025-09-13 00:05Core Viewpoint - Tesla is experiencing significant stock price increases driven by recent developments in its Robotaxi service, new energy storage products, and a groundbreaking compensation plan for CEO Elon Musk, which aims to secure his leadership for the next decade [1][5][6]. Group 1: Robotaxi Service Expansion - Tesla has received approval from Nevada to test its Robotaxi service on public roads, which has positively impacted its stock price [5][7]. - The company aims to expand its Robotaxi service across various states, including California and Arizona, with a target to cover half of the U.S. population by the end of the year [10][11]. - The approval process for Robotaxi services is relatively friendly in Nevada, requiring Tesla to complete an operational self-certification before launching the service [8][9]. Group 2: New Energy Storage Products - Tesla launched the Megapack 3 and Megablock systems, which are expected to significantly reduce installation time by 23% and construction costs by 40% [12][13]. - The energy storage business has shown strong growth, with sales reaching approximately $11 billion over the past year, a 43% increase year-over-year [14]. - Despite being a smaller segment compared to automotive sales, the energy storage business is growing rapidly and is expected to contribute significantly to Tesla's overall performance [14][15]. Group 3: CEO Compensation Plan - Tesla's board has proposed a historic compensation plan for Elon Musk, potentially worth up to $1 trillion, aimed at ensuring his focus on the company's growth over the next decade [6][16]. - The plan includes ambitious targets such as increasing Tesla's market value to $8.5 trillion and producing 1 million Robotaxis and humanoid robots [16][19]. - The compensation structure is designed to enhance Musk's voting power within the company and includes provisions for a succession plan to address future leadership transitions [17][18].