特斯拉两天大涨近14%！发生了什么？

Core Viewpoint - Tesla's recent stock surge of over 13.8% is primarily driven by the approval of its Robotaxi service in Nevada, rather than its traditional electric vehicle business [2][7][9] Group 1: Robotaxi Business Expansion - Tesla has received approval from Nevada to test its Robotaxi service on public roads, which significantly boosted investor confidence and stock prices [2][7] - The company aims to expand its Robotaxi service across various states, with a target to cover half of the U.S. population by the end of the year, pending regulatory approvals [10] - Tesla's CEO Elon Musk indicated that the requirement for a safety driver in Robotaxi services may be removed by the end of the year, further enhancing the service's scalability [10] Group 2: New Product Launches - Tesla launched the Megapack 3 and Megablock systems, which are expected to revolutionize the energy storage market by significantly reducing installation time and costs [11][12] - The energy storage business has shown strong growth, with sales reaching approximately $11 billion over the past year, a 43% increase year-over-year [13] Group 3: Executive Compensation Plan - Tesla's board announced a groundbreaking compensation plan for Musk, potentially worth up to $1 trillion, aimed at ensuring his leadership over the next decade [4][16] - The plan includes ambitious targets such as increasing Tesla's market value to $8.5 trillion and delivering 20 million electric vehicles [16][18] - The compensation structure is designed to enhance Musk's voting power and address succession planning concerns within the company [16][17] Group 4: Leadership Support - Tesla's chairperson, Robyn Denholm, publicly endorsed Musk's leadership, emphasizing his unique capability to guide the company through its transition to AI and robotics [6][15] - Denholm acknowledged the importance of a succession plan, indicating that the board is considering potential future leadership transitions [17][18]