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特斯拉提出万亿薪酬方案,沪指重新站上4000点 | 财经日日评
吴晓波频道· 2025-10-30 00:20
前9月国有企业利润总额下降1.6% 10 月 29 日,财政部发布 1-9 月全国国有及国有控股企业经济运行情况。数据显示, 1-9 月,国有企业营业总收入 613290.5 亿元,同比增长 0.9% ;利润总额 31670.3 亿元,同比下降 1.6% 。 1-9 月,国有企业应交税费 44145.4 亿元,同比增长 0.5% 。 9 月末,国有企业资产负债率 65.2% ,同比上升 0.2 个百分点。 此前国家统计局公布数据显示, 1-9 月,全国规模以上工业企业实现营业收入 102.08 万亿元,同比增长 2.4% ;实现利润总额 53732.0 亿元, 同比增长 3.2% 。 9 月份,规模以上工业企业利润同比增长 21.6% 。(综合财政部网站) 点击上图▲立即收听 |点评| 相较于前 8 个月数据,国有企业营收增幅有所扩大,利润降幅进一步收窄,整体业绩得到改善。其中,国有工业企业发挥着压舱石作 用。低基数效应下, 9 月规上工业企业利润实现较高增长,国有工业企业利润降幅显著收窄,或也带动国有企业整体盈利修复。不过,与民营 部门相比,国企的复苏力度仍待提高。外部需求走弱与传统行业增长失速等多重压力下 ...
卢浮宫7分钟9件拿破仑时期珠宝被盗
21世纪经济报道· 2025-10-19 12:04
卢浮宫博物馆稍早前发布消息称,博物馆19日暂停对外开放。 位于法国首都巴黎的卢浮宫博物馆19日上午发生抢劫事件,馆方随后宣布临时闭馆一天。 央视记者 获悉,法国警方调查初步线索及卢浮宫内部人士消息显示,当天清晨,数名蒙面嫌 犯从塞纳河一侧施工区闯入巴黎卢浮宫,利用升降电梯进入阿波罗画廊展区,打碎玻璃后盗走 多件藏品。消息人士称, 嫌犯盗走9件拿破仑时期的珠宝后逃离 。 法国内政部长洛朗·努内兹证实,嫌犯盗走了极其珍贵的珠宝, 作案过程仅持续约7分钟 。努 内兹表示,卢浮宫发生的重大持械抢劫案暴露出法国博物馆体系"存在较大安全脆弱性"。他透 露,警方正全力追查作案人员, 不排除嫌犯为外国人的可能 。 法国文化部长达蒂称,无人在事件中受伤。 巴黎检方宣布,已就此案以"有组织团伙盗窃"和"为实施犯罪而结伙作案"罪名立案调查。案件 由巴黎司法警察局重案组负责侦办,并由中央文物走私打击办公室协助。 卢浮宫博物馆是巴黎的地标性建筑,每年接待数百万游客参观。 来源丨央视新闻 编辑丨曾静娇 见习编辑张嘉钰 无人出租车第一股冲刺港股,市值近500亿,相关业务暴增近180% 果链巨头百亿收购突然终止,高调筹划近3月 黄金,全球首 ...
突发利好!直线暴涨!
Zhong Guo Ji Jin Bao· 2025-09-15 12:33
Core Viewpoint - Elon Musk's recent purchase of approximately $1 billion in Tesla shares is seen as a strong vote of confidence in the company's future, especially following a challenging first half of the year for Tesla [1][5][6] Group 1: Share Purchase Details - Musk acquired 2.57 million shares at different prices, totaling around $1 billion, marking his largest purchase to date [5] - Prior to this purchase, Musk held about 13% of Tesla's shares [5] - The last time Musk bought shares in the open market was in February 2020, when he purchased around 200,000 shares for approximately $10 million [5] Group 2: Market Reaction - Following the announcement of Musk's purchase, Tesla's stock surged approximately 8% in pre-market trading [2] - The stock reached a high of $395.94 and a low of $27.13, with a trading volume of 654.98 billion [3] Group 3: Company Performance and Future Outlook - Tesla experienced a 13% decline in global deliveries in the first half of the year, contributing to pressure on its stock price [6] - Analysts have mixed views on Tesla's stock, with a consensus target price indicating about a 20% downside from the current price [6] - Despite recent challenges, many analysts remain optimistic about Tesla's long-term prospects, particularly in autonomous driving, artificial intelligence, and robotics [6] - Musk is also seeking shareholder approval for investments in his latest venture, xAI [6] Group 4: Compensation and Milestones - The timing of Musk's purchase coincided with Tesla's chairman defending Musk's compensation plan, which includes ambitious market value and performance milestones [5] - If achieved, Musk's compensation could reach a maximum value of $975 billion [5]
突发利好!直线暴涨!
中国基金报· 2025-09-15 12:29
Core Viewpoint - Elon Musk's recent purchase of approximately $1 billion in Tesla shares is seen as a strong vote of confidence in the company's future, especially following a challenging first half of the year for Tesla [1][4]. Group 1: Stock Purchase Details - Musk bought 2.57 million shares at different prices, marking his largest purchase ever in terms of dollar amount [4]. - Prior to this purchase, Musk held about 13% of Tesla's shares [4]. - The last time Musk increased his stake in Tesla was in February 2020, when he bought around 200,000 shares for about $10 million [4]. Group 2: Company Performance and Market Reaction - Tesla's stock surged approximately 8% in pre-market trading following the news of Musk's purchase [1]. - The company experienced a 13% decline in global delivery volume in the first half of the year, contributing to pressure on its stock price [4][7]. - Analysts have mixed views on Tesla's stock, with a consensus target price indicating about a 20% downside from the current price [7]. Group 3: Future Outlook - Musk's confidence in Tesla's potential in autonomous taxis and humanoid robots remains strong, despite recent challenges [4]. - There is optimism among some analysts regarding Tesla's long-term prospects if Musk successfully drives the company towards advancements in autonomous driving, artificial intelligence, and robotics [7]. - Wedbush Securities' Dan Ives noted that Musk's internal purchase signals a significant commitment to Tesla's AI initiatives [7].
特斯拉盘前大涨近9%,马斯克10亿美元扫特
Ge Long Hui· 2025-09-15 12:28
Core Viewpoint - Tesla's stock experienced a significant pre-market increase of nearly 9%, reaching $430, following a more than 7% rise last Friday, driven by CEO Elon Musk's $1 billion purchase of approximately 2.57 million shares, marking his first stock buyback since February 2020 [1] Group 1: Executive Actions - Elon Musk invested $1 billion to acquire about 2.57 million shares of Tesla, the first increase in his holdings since February 2020 [1] - Tesla's board has developed a succession plan for Musk, indicating a long-term strategy for leadership continuity [1] Group 2: Compensation Plan - Tesla proposed an unprecedented compensation agreement for Musk, potentially worth around $1 trillion, which is the largest executive compensation plan in U.S. corporate history [1] - The plan aims to incentivize Musk to lead Tesla over the next several years, with ambitious performance benchmarks including the expansion of Tesla's autonomous taxi business and increasing the company's market value from approximately $1 trillion to at least $8.5 trillion [1] - This compensation plan spans a duration of 10 years, reflecting the company's long-term vision [1] Group 3: Stock Performance - Tesla reached an all-time high price of $488.54 in December 2024, with the current price being close to this historical peak [1]
特斯拉盘前大涨近9%,马斯克10亿美元扫货
Ge Long Hui· 2025-09-15 12:27
Core Viewpoint - Tesla's stock experienced a significant pre-market increase of nearly 9%, reaching $430, following a more than 7% rise last Friday, driven by CEO Elon Musk's $1 billion purchase of approximately 2.57 million shares, marking his first stock buyback since February 2020 [1] Group 1: Executive Actions and Compensation - Elon Musk's recent stock purchase is part of a broader strategy, as Tesla's board has developed a succession plan for Musk [1] - Tesla has proposed an unprecedented compensation agreement for Musk, potentially worth around $1 trillion, which would be the largest executive compensation plan in U.S. history [1] - The compensation plan aims to incentivize Musk to lead Tesla over the next decade, with ambitious performance benchmarks including the expansion of Tesla's autonomous taxi business and increasing the company's market value from approximately $1 trillion to at least $8.5 trillion [1] Group 2: Stock Performance and Market Metrics - Tesla's stock reached an all-time high of $488.54 in December 2024, and the current price is close to this historical peak [1] - Key stock metrics include a market capitalization of $1.28 trillion, a static price-to-earnings ratio of 194.09, and a trading volume of 168 million shares [2]
特斯拉转型人形机器人引争议 高估值与业绩压力并存
Huan Qiu Wang· 2025-09-13 02:07
Core Viewpoint - Elon Musk claims that approximately 80% of Tesla's long-term value will come from the humanoid robot Optimus, indicating a strategic shift from being an electric vehicle manufacturer to an artificial intelligence giant [1] Group 1: Financial Performance and Valuation - Tesla's projected earnings for 2025 are expected to decline by nearly 30% year-on-year, with the autonomous taxi business still years away from profitability and facing fierce competition from rivals like Waymo [3] - Tesla's price-to-earnings ratio remains high at 155 times, making it the most expensive stock among the "Magnificent Seven" in the U.S. stock market, significantly surpassing Nvidia's 31 times [3] - The company's revenue has shown almost no substantial growth over the past two years, raising concerns about its classification as a growth company [3] Group 2: Strategic Initiatives and Investor Sentiment - Musk's recent $1 trillion compensation plan is heavily reliant on the success of the Optimus project, which aims to sell 1 million AI robots within ten years [3] - Some investors believe Tesla's value lies not only in electric vehicle sales or financial data but also in long-term confidence in Musk's innovative capabilities [4] - The market perceives Tesla's valuation as a bet on Musk's ability to turn science fiction into reality, with the Robotaxi revolution yet to materialize [3]
给股东画了 8.5万亿大饼,马斯克能拿走 1 万亿吗?
Xin Lang Cai Jing· 2025-09-07 09:15
Core Viewpoint - The article discusses Elon Musk's ambitious new compensation plan for Tesla, which is essentially a high-stakes wager on the company's future performance and market value, raising questions about corporate governance and shareholder trust [3][34]. Group 1: Compensation Plan Details - Musk's new "2025 Performance Award Plan" is a wager that requires him to meet two conditions: achieving a company market value of $2 trillion and ultimately $8.5 trillion, which translates to creating nearly $7.5 trillion in shareholder value with a compound annual growth rate of 22.7% [8][10][11]. - The operational targets include achieving an adjusted EBITDA of $400 billion, delivering 20 million vehicles, activating 1 million Full Self-Driving (FSD) users, delivering 1 million humanoid robots, and operating a fleet of 1 million autonomous taxis [12][13][14][15][16]. Group 2: Legal and Governance Context - The plan is partly a response to a previous legal ruling that invalidated a $50 billion compensation package due to procedural flaws in its approval process, highlighting the influence of a small shareholder in the legal outcome [18][22]. - Following this, Musk moved Tesla's registration from Delaware to Texas, implementing a "poison pill" clause that requires shareholders to own at least 3% of shares to sue the board, effectively raising the barrier for legal challenges [26][27]. Group 3: Shareholder Implications - The board has framed the compensation plan as a gamble where if Musk fails, he receives nothing, while shareholders could see their investments grow by up to 670% if he succeeds, albeit at the cost of a 12% dilution of their shares [28][30]. - The vote on this plan transcends financial implications, representing a choice between traditional corporate governance and Musk's vision for the future of Tesla, which is heavily tied to AI and robotics [32][39]. Group 4: Strategic Outcomes - The plan signifies Musk's consolidation of power, as the move to Texas and the new bylaws effectively shield him from small shareholder challenges, allowing him to pursue his strategic vision without significant oversight [35][36]. - The approval of the plan also indicates shareholder endorsement of Musk's shift from an automotive company to an AI and robotics platform, suggesting a new valuation paradigm based on futuristic ambitions rather than traditional profit metrics [38][39].
史无前例!特斯拉向马斯克开出1万亿美元薪酬计划
华尔街见闻· 2025-09-06 10:10
周五,据媒体报道,特斯拉董事会主席称公司已制定埃隆·马斯克的继任计划,特斯拉公司向首席执行官马斯克提出了一项史无前例的薪酬协议,潜在价值约1 万亿美元,这是美国企业历史上规模最大的高管薪酬方案。 这项备受瞩目的提案旨在激励马斯克在未来数年继续领导特斯拉,设定了一系列雄心勃勃的业绩基准,包括扩大特斯拉的无人出租车业务,以及将公司市值从 目前的约1万亿美元增长至至少8.5万亿美元。该计划跨度为10年。 这项新薪酬方案是在马斯克2018年价值超过500亿美元的薪酬包被特拉华州法院否决后提出的,尽管特斯拉正在对该判决提起上诉,但董事会正在寻求其他方 式来补偿其首席执行官,包括在8月初给予价值约300亿美元的临时股票奖励。 根据文件显示,最新CEO奖励的价值为878亿美元,如果马斯克达到所有业绩目标并获得所有限制性股票,该数字将膨胀至约1万亿美元。委托书还规定,马斯 克必须参与董事会制定长期CEO继任框架,才能获得业绩奖励的最后两个部分。 新协议突显了马斯克对这家汽车制造商的牢固控制,尽管他面临多重事务的分散。现年54岁的马斯克自2008年以来一直担任特斯拉最高管理者,同时还监管其 他四家公司:SpaceX、xAI、N ...
特斯拉推出一项史无前例的薪酬协议,潜在价值约1万亿美元
Huan Qiu Wang· 2025-09-06 00:41
Group 1 - The core point of the article is that Tesla's board has proposed an unprecedented compensation plan for CEO Elon Musk, potentially worth around $1 trillion, which is the largest executive compensation package in U.S. corporate history [1] - The proposal includes ambitious performance benchmarks, such as expanding the autonomous taxi business and increasing the company's market value from approximately $1 trillion to at least $8.5 trillion [1] - According to a report from Cinda Securities, Musk emphasized that the scaling of Full Self-Driving (FSD) and the Optimus robot is crucial for Tesla's future, with about 80% of the company's value expected to come from the Optimus robot, highlighting its central role in Tesla's business strategy [1] Group 2 - Cinda Securities also predicts that by the end of 2025, humanoid robots in certain factory applications will be finalized, leading the industry into a sales growth phase as the maturity of the supply chain improves [3] - It is expected that the prices of humanoid robots will gradually decrease, and the supply chain within the industry may become more concentrated, enhancing the certainty of the sector's structure [3]