该团体指责董事会"不遗余力"地挽留马斯克，称这拖延了上次年度会议设定的关键目标的进展，并指出 公司运营和财务业绩下滑，且"未能对管理层进行有意义的实时监督"。 尽管周四公布了创纪录的季度交付量，但特斯拉仍面临担忧：美国电动汽车税收抵免政策的到期可能导 致购车热潮消退。 智通财经APP获悉，周四提交给监管机构的一份文件显示，包括SOC投资集团和几位州官员在内的一群 特斯拉股东敦促投资者在公司11月的会议上投票反对埃隆·马斯克1万亿美元的薪酬方案。 该联盟在致特斯拉股东的公开信中呼吁投资者反对伊拉·埃伦普雷兹、乔·格比亚和凯瑟琳·威尔逊-汤普 森三位董事的连任。联盟成员还包括内华达州、新墨西哥州和康涅狄格州的财政厅长。 针对周四的公开信，特斯拉在X平台发帖回应称，该绩效激励计划将马斯克的薪酬与"数万亿美元"的股 东价值创造绑定。"如果埃隆·马斯克未达成业绩目标，他将一无所获，"公司表示。 9月初，特斯拉为首席执行官埃隆·马斯克(Elon Musk)拟定了一份新薪酬协议，潜在价值约1万亿美元 ——这一巨额方案在美国企业史上尚无先例。 这份期待已久的方案旨在激励马斯克未来数年继续领导特斯拉，其中设定了一系列极具挑战性 ...

那边美国政府又闹起来了，说是两党没谈拢，政府要"停摆"了，就是好多政府部门都要关门，工作人员都要回家，听着就很吓人，特朗普，那时候还说，如 果"停摆"的时间长了，他就要裁员，还要把一些项目给砍掉，这下可热闹了，好多人都担心自己要丢饭碗。 更搞笑的是，因为美国政府"停摆"，连金融监管机构也跟着"停摆"了，IPO，就是公司上市，也办不了了，这一下子，美股反而涨了，你说奇不奇怪，这到 底是什么操作，可能大家觉得，没有新的股票上市，老股票就更值钱了吧，反正我是搞不懂。 那天早上起来，打开手机一看，金融市场可热闹了，那个劲头，真是不得了，特斯拉，大家都知道吧，就是那个做电动汽车的，股价大跌，跌得可厉害了， 一下子就没了五千多亿人民币，我的妈呀，这是什么概念，好多人一辈子都赚不到这么多钱啊。 | 谷歌Ａ | 245.690 +0.32% | | 0.79 | | --- | --- | --- | --- | | US GOOGL | 245.950 盘后 | 0.11% | 0.26 | | 英伟达 | 188.940 +0.91% | | 1.70 | | US NVDA 188.460 图后 | | -0.25% ...

Core Viewpoint - Rivian has revised its delivery expectations for electric vehicles, projecting a decrease in deliveries by nearly 16% compared to the previous year, with a target of no more than 43,500 vehicles by the end of 2025 [1][4]. Group 1: Delivery and Production Data - Rivian's third-quarter delivery reached 13,201 vehicles, an increase from 10,661 in the second quarter and 8,640 in the first quarter, indicating a recovery from a slow start earlier in the year [3]. - The company produced 10,720 electric vehicles in the third quarter, showcasing its production capabilities [3]. Group 2: Future Models and Expansion Plans - Rivian is preparing to launch the R2 SUV model next year, which is anticipated to achieve production and sales in the hundreds of thousands [3]. - To support the R2 and subsequent models, Rivian is investing heavily in expanding its factory in Normal, Illinois, and is also constructing a new facility in Georgia [3]. Group 3: Market Challenges and Adjustments - Earlier this year, Rivian expressed strong confidence in reaching its 2024 sales target, initially estimating deliveries between 46,000 and 51,000 vehicles, but later adjusted this range to 40,000 to 46,000 due to changing trade regulations and consumer demand concerns [4]. - The latest adjustment further narrowed the delivery range to 41,500 to 43,500 vehicles, reflecting ongoing challenges in the U.S. electric vehicle market [4]. Group 4: Industry Context and Competitive Landscape - The U.S. electric vehicle industry is currently facing difficulties, particularly with the Trump administration's cautious stance on electric vehicles and renewable energy, leading several manufacturers to delay or cancel new electric vehicle plans [4]. - Despite these challenges, Rivian's CEO expressed optimism about future opportunities in a post-subsidy era, suggesting that companies focused solely on electrification, like Rivian and Tesla, will have a competitive advantage in a less crowded market by the end of the decade [5][6].

Core Insights - The article discusses the competition between the US and China in the field of artificial intelligence (AI), emphasizing the differing approaches and potential outcomes of this rivalry [3][4][5]. - Eric Schmidt highlights the importance of energy supply in the US's ability to leverage its advantages in AI and AGI, suggesting that without sufficient energy, the US may struggle to maintain its lead [5][8]. - The conversation also touches on the potential risks associated with AI, including misinformation, cybersecurity threats, and biological safety concerns, and the need for proactive measures to mitigate these risks [9][10][11]. AI Competition - The US is perceived to be pursuing advanced AI and AGI, while China focuses on applying AI across various products and services in a more traditional manner [4]. - Schmidt believes that the hardware restrictions imposed by the US on China will hinder China's competitiveness in the AI race [4]. - The US has advantages in software development, but China is expected to dominate in the robotics sector, similar to its success in electric vehicles [6][7]. Energy Constraints - The US faces significant energy supply challenges, which could limit its ability to fully utilize its advantages in AI and AGI [5][8]. - Schmidt notes that the US will need to build an additional 92 gigawatts of power generation capacity by 2030 to meet the demands of data centers, highlighting the urgency of addressing energy supply issues [8]. AI Risks and Mitigation - The article discusses the potential for AI-related disasters and the importance of learning from past crises to implement effective regulations and controls [9][10]. - Schmidt identifies misinformation, cybersecurity, and biological safety as key threats that need to be addressed proactively [10][11]. Recommendations for Founders - Schmidt advises founders to focus on rapid action and learning, emphasizing that the barriers to starting a company are lower than ever [16][17]. - He stresses the importance of building scalable platforms that can leverage network effects to create significant wealth for founders [19][20]. Historical Significance - The emergence of AI is compared to historical inventions like electricity and transportation, suggesting that the next decade will be crucial in shaping the future [21][22]. - Companies and nations that embrace AI will likely emerge as winners, while those that lag behind may face significant challenges [22].

Core Viewpoint - Tesla's stock experienced a significant drop of over 5%, resulting in a market value loss of approximately $78 billion (around 55 billion RMB) despite a record delivery figure for Q3 [3][4][7]. Delivery and Production Data - In Q3, Tesla achieved a record global delivery of 497,000 vehicles, representing a year-on-year increase of 7.4%, surpassing the average media forecast of approximately 439,600 vehicles [4]. - However, production decreased to 447,000 vehicles from 462,900 vehicles in the same period last year [5]. - The best-selling models, Model 3 and Model Y, accounted for a production of 435,800 vehicles [6]. Market Dynamics - Tesla's performance in Q3 was impacted by a decline in sales in the European market, which was somewhat offset by strong sales in the U.S. market due to a rush to purchase electric vehicles before the expiration of federal tax credits [6][7]. - The U.S. federal tax credit for new electric vehicle purchases, which was up to $7,500, ended on September 30, 2023, following the signing of the "Inflation Reduction Act" by President Trump [6]. Stock Performance - Despite the drop on October 2, Tesla's stock has shown strong performance overall, having doubled since reaching a low point in early April [8]. - On October 1, Tesla's stock rose by 3%, with intraday gains approaching 4%, contributing to a significant increase in CEO Elon Musk's net worth, which briefly surpassed $500 billion [8].

【今日头条】 恒指公司：将于11月21日宣布2025年第三季度之恒生指数系列检讨结果 智通财经APP获悉，10月2日，恒指公司公告，将于2025年11月21日(星期五)宣布2025年第三季度之恒生 指数系列检讨结果。恒生指数系列的成份股变动将于2025年12月8日(星期一)生效。 供应中断与美联储政策预期推动铜价升至一年多来高点 铜价攀升至一年多来的最高水平，投资者正考量全球供应中断的影响，以及降息有望提振这一工业金属 需求的前景。伦敦金属交易所的铜基准期货价格突破每吨 10.500 美元，为 2024 年 5 月以来首次。自由 港 - 麦克莫兰公司宣布其印尼格拉斯伯格大型铜矿进入不可抗力状态，这只是近期从南美到非洲一系列 供应受阻事件中的最新一起 —— 这些事件为铜价上涨提供了支撑。与此同时，美国民间就业数据进一 步强化了市场对美联储将实施降息的预期。ADP发布的就业报告显示，9 月私人部门就业人数意外下 降。由于美国政府停摆可能导致其他就业数据延迟发布，此次 ADP 报告的重要性进一步提升。 假期出行持续火热 昨天全社会跨区域人员流动量预计近2.9亿人次 【大势展望】 隔夜美股截至收盘，道琼斯工业平均指数 ...

Core Viewpoint - Tesla's stock experienced a significant decline of 5.11% on October 2, despite achieving record vehicle deliveries in Q3 2023, raising concerns about production challenges and market competition [1][2] Group 1: Q3 Performance - Tesla delivered 497,099 vehicles in Q3 2023, a year-over-year increase of 7.4%, exceeding market expectations [1] - Total vehicle production decreased by 4.8% year-over-year to 447,450 units, indicating potential production chain bottlenecks or operational challenges [1] Group 2: Market Dynamics - Tesla's sales performance varied by region, with poor sales in Europe attributed to consumer backlash against CEO Elon Musk's political views and increased competition from rivals like Volkswagen [1] - In the U.S., Tesla's performance was more optimistic due to federal tax credit incentives, although this policy has now ended, posing future demand challenges [1] Group 3: Diversification and Future Outlook - Tesla's energy storage products achieved 12.5 GWh in Q3, reflecting ongoing investments in the renewable energy sector [2] - The company is advancing in artificial intelligence and autonomous driving technologies, with its Robotaxi service already operational in several U.S. regions [2] - Upcoming shareholder meetings are expected to announce new development plans, particularly in AI and robotics, which will be a focal point for the market [2] - Analysts maintain that Tesla's long-term growth prospects remain attractive amid the rapid expansion of the global electric vehicle market [2]

埃隆·马斯克再达成一项重大里程碑——成为全球首位身家突破5000亿美元的人。 根据《福布斯》实时富豪榜数据，截至美国东部时间下午3点30分（北京时间凌晨3：30），这位全球首 富的身家已达5000亿美元。 马斯克曾在12月成为首位身家超4000亿美元的人，目前其身家比排名第二的拉里·埃里森高出1500亿美 元。 周三，特斯拉股价上涨近4%，为马斯克的财富新增约93亿美元，这源于投资者持续看好马斯克"重新聚 焦主业"的前景。 2021年1月，他首次登顶全球首富，当时身家近1900亿美元。 随后在2021年9月，他成为全球第三位身家超2000亿美元的富豪创始人杰夫·贝索斯，以及奢侈品集团 LVMH的法国富豪伯纳德·阿尔诺）。 2021年11月，马斯克身家突破3000亿美元，2024年12月又突破4000亿美元。 若保持当前增速，马斯克有望在2033年3月前成为全球首位万亿（美元）富豪——2033年3月是其1万亿 美元特斯拉薪酬方案中两个"行权窗口期"的首个时间节点。但马斯克本人表示，这份薪酬方案的核心并 非金钱。 自4月马斯克在特斯拉财报电话会议上首次宣布，将辞去特朗普政府"政府效率部"（DOGE）负责人一 职、 ...

据特斯拉官方微博10月2日晚间消息，2025年第三季度，特斯拉全球生产了超过44.7万辆电动车，交付了超过49.7万辆。储能产品在第三季度的装机量达到 12.5吉瓦时，交付量和装机量均创下新纪录。 北京时间10月2日晚间，美股开盘后，三大指数涨跌互现，随后快速跳水。截至发稿，纳指微涨0.07%，道指跌0.23%，标普500指数跌0.19%。 热门个股方面，特斯拉盘初一度涨超2%，随后快速跳水，截至发稿跌2.3%，报448.91美元/股。 | 特斯拉 < V | | | | | rg Q | | --- | --- | --- | --- | --- | --- | | TSLA | | | | | | | 448.910 今开 470.540 最高 470.750 最低 448.700 | | | | | | | -2.30% -10.550 换手 - 1.95% 总量 6497万股 总值 | | | | | 1.5 万亿 | | 52 周高 488.540 52 周低 212.110 市盈 「M 253.77 重零 | | | | | | | 盘前 470.370 10.910 2.37% 09:30 美东 ...

Group 1 - Elon Musk's personal wealth surpassed $500 billion, making him the first person in history to reach this milestone, primarily driven by Tesla's stock performance [2] - Tesla's stock price has increased over 14% this year, with a single-day gain of 3.3% on October 1 adding over $6 billion to Musk's net worth [2] - Musk holds 12.4% of Tesla's shares and invested approximately $1 billion to increase his stake in September, indicating confidence in the company's future [2] Group 2 - Tesla faces significant challenges in the electric vehicle market, including slowing growth, increased price competition, and pressure on profit margins [3] - The company has launched the 2026 Model Y high-performance version, priced at $57,500, featuring improved specifications and the first dual-direction charging capability [3] - The new Model Y supports vehicle-to-home (V2H) and vehicle-to-load (V2L) functionalities, allowing users to power camping equipment and home appliances [3] Group 3 - Tesla's third-quarter expansion of its Supercharger network included 4,000 new charging stations, a year-on-year increase of 18%, and delivered 1.8 terawatt-hours of energy, up 29% [4] - The company saved 842 million liters of gasoline and reduced carbon emissions by approximately 2 billion kilograms, with 54 million charging sessions in the quarter, a 31% increase [4] - Tesla's Los Angeles Supercharger restaurant sold 50,000 "Tesla burgers" in 70 days, averaging over 700 sales per day, significantly outperforming McDonald's average [4] Group 4 - Musk's wealth is also bolstered by his ventures in AI and space, with xAI valued at $75 billion and SpaceX nearing a $400 billion valuation [5] - The disparity in wealth between Musk and other billionaires, such as Oracle's Larry Ellison at $350.7 billion, highlights market enthusiasm for Musk's projects [5] - The transition of Tesla from an "automaker" to a company focused on AI and robotics is crucial for its long-term sustainability and market perception [5]