有人给马斯克画了张1万亿的饼

Core Viewpoint - The article discusses the recent approval of Elon Musk's unprecedented $1 trillion compensation plan by Tesla shareholders, highlighting the implications for the company's future and Musk's influence over its direction [7][10][19]. Group 1: Compensation Plan Details - Tesla shareholders voted to approve a compensation plan for Musk that could reach $1 trillion, significantly higher than the previously proposed $50 billion for 2024 [7][9]. - The plan requires Musk to increase Tesla's market value from $1.5 trillion to $8.5 trillion over the next decade, along with ambitious targets for vehicle production and autonomous driving services [7][12]. - Despite concerns from governance experts regarding the fairness of the compensation structure, over 75% of shareholders supported the plan [7][10]. Group 2: Shareholder Dynamics - The approval of Musk's compensation plan was largely supported by retail investors, with over 38% of retail shares participating in the vote [17]. - Institutional investors, including the Norwegian sovereign wealth fund and various public pension funds, expressed opposition to the plan [17]. - The article notes that Tesla's market behavior is heavily influenced by Musk's persona rather than traditional financial metrics, making it a unique case in corporate governance [17]. Group 3: Future Challenges and Market Reaction - The article raises concerns about Tesla's aging product line and increasing competition, alongside the potential loss of federal electric vehicle tax credits [13][17]. - Following the shareholder vote, Tesla's stock price fell by 3.5%, indicating market skepticism about the company's future plans and Musk's ability to deliver on the ambitious targets set forth in the compensation plan [19].