利空突袭！马斯克，重大突发！

Core Viewpoint - The proposed $1 trillion compensation plan for Elon Musk is facing significant opposition from major investors, including Norway's sovereign wealth fund and Calpers, which could impact Tesla's governance and future direction [1][2][3]. Group 1: Opposition to Compensation Plan - Norway's sovereign wealth fund announced plans to vote against Musk's compensation proposal at Tesla's upcoming annual shareholder meeting, citing concerns over the plan's scale and potential dilution of shares [2]. - Calpers, the largest public pension fund in the U.S., also plans to oppose the compensation plan, arguing that it far exceeds compensation levels of similar companies and raises governance concerns [3][4]. - Both funds have expressed worries about the concentration of power among shareholders and the overall governance structure of Tesla [3][4]. Group 2: Potential Impact of Vote - If the compensation plan is not approved, Tesla's board chair warned that Musk might leave the company, which could lead to significant value loss for Tesla [5]. - The compensation plan is designed to incentivize Musk to lead Tesla for at least another 7.5 years, with ambitious performance targets set for the company [5][6]. - The outcome of the vote on November 6 will not only determine Musk's compensation but also influence Tesla's governance structure and strategic direction [7]. Group 3: Performance Targets and Governance Concerns - The compensation plan includes performance benchmarks that Musk must meet to receive full payment, including increasing Tesla's market value from approximately $1 trillion to $8.5 trillion and achieving various operational goals [5][6]. - The board views this plan as crucial for aligning Musk's interests with long-term shareholder value, but it faces criticism regarding the governance implications of such a high compensation package [6][7]. - Previous compensation proposals for Musk have faced similar opposition, indicating ongoing concerns from institutional investors about executive pay and governance practices at Tesla [4][6].