马斯克万亿薪酬计划获批
第一财经·2025-11-07 00:00

Core Viewpoint - Tesla shareholders approved Elon Musk's compensation plan with a 75% majority, supporting his vision to transform the company into an AI and robotics giant, with potential earnings of up to $878 billion over the next decade [3][4]. Group 1: Compensation Plan Details - The new compensation plan allows Musk to earn up to $1 trillion in stock, contingent upon achieving specific milestones, which analysts believe is beneficial for Tesla's stock value [3][4]. - Musk's long-term goals include delivering 20 million vehicles, operating 1 million Robotaxis, selling 1 million robots, and achieving core profits of $400 billion [4]. - For Musk to receive compensation, Tesla's stock value must increase from approximately $1.5 trillion to $2 trillion, and ultimately to $8.5 trillion [4]. Group 2: Stock Ownership and Milestones - Musk's compensation package consists of 12 tranches of stock, and he currently holds about 13% of Tesla's shares. If all targets are met, his ownership could rise to approximately 25% [5]. - The first tranche of stock can be unlocked if Tesla's market value reaches $2 trillion and 11.5 million new vehicles are sold [5]. - Each tranche Musk unlocks corresponds to about 1% of Tesla's current stock, granting him voting rights, but he cannot sell the stocks for 7.5 to 10 years [5].