关键一战！马斯克，突爆大消息！

Core Viewpoint - The upcoming shareholder vote on Elon Musk's $1 trillion compensation plan is critical for Tesla's future, with potential implications for the company's strategic direction and stock price [1][2][6]. Group 1: Compensation Plan Details - Musk's compensation plan, if approved, would be the largest in corporate history, contingent on achieving ambitious targets over the next decade, including a market cap of $8.5 trillion and the sale of 12 million vehicles [3][4]. - Specific goals include delivering 1 million humanoid robots, launching 1 million Robotaxis, and increasing FSD subscription users to 10 million, alongside a significant increase in adjusted EBITDA from $17 billion in 2024 to $400 billion [3][4]. Group 2: Stakeholder Reactions - CalPERS, holding approximately 5 million shares of Tesla, plans to vote against Musk's compensation plan, which could hinder its approval [1]. - Supporters argue that the plan aligns Musk's interests with Tesla's long-term success, while critics express concerns about over-reliance on a single leader [4][5]. Group 3: Market Implications - Morgan Stanley warns that a rejection of the compensation plan could lead to an immediate stock price drop of over 10%, reflecting a potential loss of confidence in Musk's leadership [6][7]. - The vote is seen as a pivotal moment for Tesla, with the outcome likely to influence the company's ability to attract and retain top talent in AI and engineering [7].