智通财经APP获悉，特斯拉(TSLA)董事会成员通过授予的股票奖励获得了超过30亿美元的收益，其薪酬 水平远超同行。薪酬与公司治理专业机构Equilar的数据指出，在2018年至2020年间，特斯拉董事平均每 年获得的现金与股票薪酬总额约为1200万美元。 在由这些科技股推动的牛市中，特斯拉董事的薪酬约为同期谷歌母公司Alphabet(GOOGL.US)平均水平 的八倍，也超过了英伟达(NVDA.US)、Meta(META.US)、苹果(AAPL.US)、微软(MSFT.US)和亚马逊 (AMZN.US)等公司。 据悉，特斯拉超过30亿美元的总薪酬仅授予了其八位现任非执行董事中的五位。另外三位，杰弗里·斯 特劳贝尔、杰克·哈特恩和乔·格比亚，是在董事会暂停薪酬授予后加入的。 尽管自2020年股东诉讼和解后未再授予新的奖励，但由于特斯拉股价飙升，这些股票奖励的价值已大幅 膨胀。 ...

Core Insights - Tesla board members have earned over $3 billion through stock awards, significantly surpassing the total stock awards granted to board members of other major U.S. tech companies during the same period [1][3]. Group 1: Board Member Earnings - The earnings of Tesla's board primarily stem from realized or appreciated stock options, with Kimbal Musk, the CEO's brother, earning nearly $1 billion since 2004, and board member Ira Ehrenpreis earning $869 million since 2007 [3]. - Despite not receiving new stock awards since 2020 and a suspension of board compensation since 2021 due to shareholder lawsuits, the accumulated stock assets continue to yield substantial returns for board members [3]. Group 2: Historical Compensation Levels - From 2018 to 2020, the average cash and stock compensation for Tesla's board was approximately $12 million, which is eight times higher than Alphabet's average for the same period [3]. - Even accounting for the four-year suspension of compensation from 2021 to 2024, Tesla's board average compensation remains 2.5 times higher than that of Meta's board during the same timeframe [3]. Group 3: Stock Options vs. Direct Stock - One key reason for the substantial earnings of Tesla's board is the significant appreciation of the stock received initially, which has outperformed similar awards from other tech giants [4]. - Tesla's choice to compensate board members with stock options rather than direct stock has drawn criticism from corporate governance experts, as stock options allow holders to avoid risks associated with stock price declines while amplifying potential gains [4]. Group 4: Company Response - In response to the controversy, Tesla stated that board compensation is not excessive but directly linked to stock performance and value creation for shareholders, highlighting the board's commitment and high meeting attendance [4].

Core Insights - Tesla's board members have earned over $3 billion through stock awards, significantly exceeding the compensation of board members from other major U.S. tech companies during the same period [1][3] Compensation Analysis - Kimbal Musk, CEO Elon Musk's brother, has profited nearly $1 billion since 2004; board member Ila Ehrenpreis has accumulated $869 million since 2007; and board chair Robyn Denholm has earned $650 million since joining in 2014 [1][3] - Despite not granting new stock awards since 2020, board members have still amassed substantial wealth [1][3] - From 2018 to 2020, the average cash and stock compensation for Tesla's board members was approximately $12 million, which is about eight times the average compensation of Alphabet's board during the same period [1][3] - Tesla is the only company in the analyzed group where original stock awards have played a decisive role in the wealth accumulation of part-time board members [1][3] - Even considering the four years of suspended compensation, the average pay for Tesla's board members from 2018 to 2024 is still 2.5 times that of Meta's board members, who are the second highest paid in the last seven years [1][3] Company Statement - A Tesla spokesperson stated that the board's compensation is not excessive but directly linked to stock performance and shareholder value creation [2][4] - The spokesperson emphasized that board members provide "extraordinary service" and invest significant time and effort, attending 58 board and committee meetings in 2024, which is well above industry standards [2][4]

Core Viewpoint - Tesla shareholders approved a compensation plan for Elon Musk worth up to $1 trillion, ending years of disputes over his pay [1] Group 1: Compensation Plan Details - The new compensation plan could grant Musk an additional 423.7 million shares of Tesla stock [1] - To receive the full rewards, Musk must achieve a market capitalization of over $8.5 trillion and an adjusted EBITDA of $400 billion [2][3] - The plan includes four key product milestones, such as delivering 20 million vehicles and having 10 million active FSD subscribers [2] Group 2: Shareholder Meeting Highlights - The shareholder meeting was marked by enthusiastic support for Musk, with over 75% voting in favor of the compensation plan [1] - Musk expressed confidence in the upcoming FSD features and hinted at the production of Cybercab starting in April 2026 [5] - The company is exploring partnerships for cost-effective chips for its robots, with potential discussions with Intel [5]

Core Viewpoint - Tesla's board has approved a stock award of 96 million shares to CEO Elon Musk, valued at approximately $29 billion, contingent on his continued role until 2027 and restrictions on selling until 2030 [1][4]. Group 1: Stock Award Details - The stock award allows Musk to purchase shares at $23.34 each, with the total value estimated at $29 billion (approximately 208.3 billion RMB) [1]. - If a Delaware court reinstates Musk's 2018 compensation plan valued at $55 billion, this new award will automatically become void to prevent "double-dipping" [3]. Group 2: Strategic Importance of Musk - Tesla emphasized the importance of retaining Musk, stating that this incentive is crucial for his continued leadership [4]. - Following the announcement, Tesla's stock price rose over 2%, increasing its market value by $21.4 billion (approximately 153.7 billion RMB) [4]. Group 3: Historical Context and Legal Issues - The ongoing legal dispute regarding Musk's previous compensation plan has lasted seven years, with the 2018 plan initially valued at $2.6 billion but later soaring to $56 billion due to rising stock prices [6]. - The Delaware court previously invalidated the 2018 compensation plan, citing unfair approval processes by the board [6]. Group 4: Market Performance and Challenges - Tesla's stock has faced challenges, with a nearly 25% decline this year, underperforming the broader market [12]. - The company is transitioning from its primary automotive business to focus on autonomous taxi services and robotics, amid pressures on vehicle sales and brand loyalty [11].

Group 1 - US President Trump announced plans to significantly increase tariffs on India due to its substantial purchases of Russian oil and subsequent resale on the open market [2][12] - Li Ka-shing's son, Li Zeju, denied rumors regarding the sale of a luxury property in Hong Kong for HKD 5 billion, stating that such reports are fabricated [16] - The controlling shareholder of Kuozi Jiao plans to reduce holdings by up to 10 million shares, potentially cashing out over CNY 300 million, raising concerns about the company's future performance [20] Group 2 - China's service trade imports and exports totaled CNY 38,872.6 billion in the first half of 2025, reflecting an 8% year-on-year increase, with exports growing by 15% [7] - The People's Bank of China reported a net liquidity injection of CNY 1 trillion through MLF and CNY 2 trillion through reverse repos in July [8] - ByteDance announced the launch of its 2026 campus recruitment, offering over 5,000 positions, indicating a significant increase in hiring compared to the previous year [18] Group 3 - Xpeng Motors reported over 18,000 units sold overseas in the first half of 2025, marking a 217% year-on-year increase, with significant contributions from the European market [24] - IKEA China announced its entry into JD.com, set to officially open on August 8, as part of its strategy to enhance online presence [25] - Tesla approved a stock award of 96 million shares to Elon Musk, reflecting confidence in his leadership and contributions to the company [26]