万亿薪酬方案遭反对 挪威主权财富基金周二表示，将在本周的特斯拉年度股东大会上，投票反对特斯拉董事会向马斯克提出 1万亿美元薪酬方案。 挪威主权财富基金管理方NBIM（挪威银行投资管理公司）在其网站上表示："尽管我们认可马斯克凭 借其远见卓识为特斯拉创造了巨大价值，但我们对该奖励方案的总体规模、股权稀释效应以及关键人物 风险未能得到缓解表示担忧——这与我们关于高管薪酬的一贯观点是一致的。" 马斯克的巨额薪酬计划，面临重大变数！ 据最新消息，全球最大的主权财富基金——挪威主权财富基金周二表示，将在特斯拉股东大会上投票反 对马斯克的薪酬方案。美国规模最大的公共养老基金Calpers近日也宣布，计划在投票中反对特斯拉公 司授予马斯克的万亿薪酬方案。据悉，特斯拉将于11月6日召开年度股东大会。 此前，特斯拉董事长罗宾·德霍姆在致股东的一封信中警告称，如果公司CEO马斯克的1万亿美元薪酬方 案不能获得批准，马斯克可能会离开特斯拉。 周二美股盘前，截至记者发稿时，特斯拉股价下跌2.7%。若美股正式开盘后维持这一跌势，特斯拉单 日市值将蒸发超420亿美元。 值得注意的是，这并非Calpers首次对马斯克的薪酬方案提出异议。去 ...

Core Viewpoint - The proposed $1 trillion compensation plan for CEO Elon Musk faces significant opposition from major investors, including Norway's sovereign wealth fund and Calpers, which may impact Tesla's governance and future direction [1][2][3]. Group 1: Opposition to Compensation Plan - Norway's sovereign wealth fund announced plans to vote against Musk's $1 trillion compensation proposal at Tesla's upcoming annual shareholder meeting [2]. - Calpers, the largest public pension fund in the U.S., also plans to oppose the compensation plan, citing its excessive scale compared to peer companies [3][4]. - Both funds express concerns over the potential dilution of shares and the concentration of power among a single shareholder [2][3]. Group 2: Potential Consequences of Vote - If the compensation plan is not approved, Tesla's board chair warned that Musk might leave the company, which could lead to significant value loss for Tesla [5]. - The compensation plan is designed to incentivize Musk to lead Tesla for at least another 7.5 years, with ambitious performance targets set for the company [5][6]. - The outcome of the vote on November 6 will not only determine Musk's compensation but also influence Tesla's governance structure and strategic direction [7]. Group 3: Performance Metrics and Goals - The compensation plan includes performance benchmarks that Musk must meet to receive full payment, including increasing Tesla's market value from approximately $1 trillion to $8.5 trillion and achieving various operational goals [5][6]. - The plan aims to align Musk's interests with shareholder value and long-term company growth, despite facing significant resistance from institutional investors [6]. Group 4: Broader Implications - The shareholder vote will also address other proposals, including a potential change in Tesla's registered location, with results expected to be announced after the voting concludes [8].

Core Viewpoint - The proposed $1 trillion compensation plan for Elon Musk is facing significant opposition from major investors, including Norway's sovereign wealth fund and Calpers, which could impact Tesla's governance and future direction [1][2][3]. Group 1: Opposition to Compensation Plan - Norway's sovereign wealth fund announced plans to vote against Musk's compensation proposal at Tesla's upcoming annual shareholder meeting, citing concerns over the plan's scale and potential dilution of shares [2]. - Calpers, the largest public pension fund in the U.S., also plans to oppose the compensation plan, arguing that it far exceeds compensation levels of similar companies and raises governance concerns [3][4]. - Both funds have expressed worries about the concentration of power among shareholders and the overall governance structure of Tesla [3][4]. Group 2: Potential Impact of Vote - If the compensation plan is not approved, Tesla's board chair warned that Musk might leave the company, which could lead to significant value loss for Tesla [5]. - The compensation plan is designed to incentivize Musk to lead Tesla for at least another 7.5 years, with ambitious performance targets set for the company [5][6]. - The outcome of the vote on November 6 will not only determine Musk's compensation but also influence Tesla's governance structure and strategic direction [7]. Group 3: Performance Targets and Governance Concerns - The compensation plan includes performance benchmarks that Musk must meet to receive full payment, including increasing Tesla's market value from approximately $1 trillion to $8.5 trillion and achieving various operational goals [5][6]. - The board views this plan as crucial for aligning Musk's interests with long-term shareholder value, but it faces criticism regarding the governance implications of such a high compensation package [6][7]. - Previous compensation proposals for Musk have faced similar opposition, indicating ongoing concerns from institutional investors about executive pay and governance practices at Tesla [4][6].

她在信中警告说："如果我们未能通过公平的绩效薪酬计划营造出一个能够激励马斯克继续创造非凡成 就的环境，我们就可能面临马斯克放弃首席执行官职务的风险，特斯拉也可能失去他的时间、才干和远 见，而这些是为股东提供高额回报的关键所在。" 丹霍姆称："如果没有马斯克，特斯拉可能失去大量价值，因为我们的公司可能不再因未来的目标而受 到重视。" 埃隆·马斯克IC photo 特斯拉董事会9月向马斯克提出1万亿美元薪酬方案，马斯克需要在10年内领导特斯拉完成方案设定的所 有目标，才能获得全部报酬。该方案设定了野心勃勃的市值目标，希望马斯克将特斯拉的市值从当前的 约1万亿美元逐步提高到8.5万亿美元。 CNBC称，方案还设定了一系列业务目标，包括要求特斯拉交付2000万辆汽车、交付100万台机器人、 完全自动驾驶（FSD）服务订阅量达到1000万以及有100万辆无人驾驶出租车投入商业运营等。 【文/观察者网 陈思佳】上个月，美国电动汽车制造商特斯拉向该公司首席执行官埃隆·马斯克提出一份 1万亿美元薪酬方案，震惊美国企业界。这项方案旨在激励马斯克继续领导特斯拉，并设定了一系列野 心勃勃的目标。 据美国消费者新闻与商业频道（CNB ...