特斯拉股东大会前瞻，Optimus利好已至！
Robot猎场备忘录·2025-11-07 00:04

Core Insights - The article discusses the upcoming Tesla shareholder meeting on November 6, focusing on Elon Musk's $1 trillion compensation plan, which is crucial for his continued role as CEO [2][3] - The article highlights the mixed reactions from major shareholders, including the Norwegian government pension fund and CalPERS, both of which hold minimal shares in Tesla [2] - The article suggests that the approval of Musk's compensation plan is highly likely, given its performance-based structure tied to ambitious targets for Tesla over the next decade [3] Summary by Sections Tesla Shareholder Meeting - The Tesla shareholder meeting is set for November 6, with a key topic being Musk's $1 trillion compensation plan, which includes granting him 12% of Tesla's shares [2] - Major shareholders have expressed opposition to the plan, but their influence is limited due to their small ownership stakes compared to Musk's 13% [2] Market Reactions - The article notes that the robot sector is experiencing a downturn as investors await the shareholder meeting, indicating a potential "washout" of stocks in the sector [5] - The article anticipates that the adjustment period for the T-chain companies will soon conclude, with the shareholder meeting expected to provide clarity [6] Industry Developments - The article mentions that despite delays in the release of Tesla's Optimus Gen3 robot, positive feedback from the supply chain has been accumulating, indicating readiness for mass production [7] - Recent updates from key suppliers in the Tesla Optimus supply chain have shown progress in product development and production guidance [9] Other Companies in the Sector - The article highlights advancements from other companies, such as XPeng Motors, which unveiled a new humanoid robot, and Seres, which raised $1.8 billion for expansion into humanoid robotics [15][17] - The article emphasizes that the fourth quarter will bring numerous catalysts for the robot sector, suggesting a period of significant activity and potential growth [18]