Denholm在股东信中同样指责称，这些代理顾问"不适用于像特斯拉这样的公司"。她写道："他们套用 标准化、平均公司模型，但特斯拉从不是常规公司，我们给股东带来的是39,000%的上市回报。" 这一极具争议的薪酬案将于11月6日年会提交投票，结果或将决定特斯拉未来十年的权力结构与增长路 径。 该薪酬方案以马斯克未来10年达成极高目标为前提，包括将公司市值提升至8.5万亿美元、并推动特斯 拉无人出租车(Robotaxi)业务落地扩张。一旦业绩达成，马斯克将获得最高达1万亿美元的股票激励(分 12个阶段发放)，其公司投票权将升至约25%。 Denholm周一接受采访时直言："你们希望留住马斯克继续担任CEO，并激励他将特斯拉变成全球自动 化解决方案领导者和最有价值公司吗？" 马斯克曾在三季报电话会上表示不安："我不希望打造出一个机器人军团后，仅因ISS和Glass Lewis的建 议被赶出公司。"他批评称，被动指数基金往往跟踪ISS与Glass Lewis的意见，"他们过去就多次给出灾 难性建议"。(两家主要代理投票顾问机构ISS和Glass Lewis都建议股东对马斯克薪酬方案与特斯拉涉xAI 的相关投票案投下 ...

Core Insights - The "TIME100 AI" list for 2025 has been released, featuring influential figures in the AI sector, including Chinese entrepreneurs like Ren Zhengfei from Huawei, Liang Wenfeng from DeepSeek, Wang Xingxing from Yushu Technology, and Peng Jun from Pony.ai [1][4] - The list highlights the importance of human decision-making in AI development, emphasizing that the future of technology is shaped by individuals rather than machines [1] - The presence of Chinese leaders in the list indicates that China's AI industry is emerging as a global leader in key areas such as autonomous driving, large models, and robotics [1] Company Highlights - DeepSeek, founded by Liang Wenfeng, released the DeepSeek-R1 model, which is noted for its low training cost of $6 million, challenging the necessity of large-scale projects like OpenAI's $500 billion initiative [3] - The report from Sullivan indicates that by 2025, over 80% of enterprises are expected to adopt open-source large models, driven by the performance parity between domestic and international models [3] - Pony.ai, led by Peng Jun, aims to deploy 1,000 Robotaxis by 2025, marking a significant step towards large-scale commercial operation of Level 4 autonomous driving [4] - Huawei reported a revenue of 427.04 billion yuan for the first half of 2025, a year-on-year increase of 3.95%, while net profit decreased by 32% to 37.20 billion yuan, reflecting substantial R&D investments [5] - Yushu Technology, under CEO Wang Xingxing, aims to enhance the practical value of robots in daily life, emphasizing the integration of AI and robotics for real-world problem-solving [5]

Group 1 - The TIME100 AI list for 2025 highlights influential figures in the AI field, with Peng Jun, CEO of Pony.ai, being the only representative from the autonomous driving sector [1] - Peng Jun is recognized as a leader in the autonomous driving revolution, aiming to deploy a fleet of 1,000 Robotaxis by 2025, pushing for large-scale operation of Level 4 autonomous driving [1] - The mission of using technology to improve human mobility remains a consistent goal for Pony.ai, as stated by Peng Jun during his award acceptance [1] Group 2 - Other notable Chinese AI leaders include Liang Wenfeng, CEO of DeepSeek, who made the list for breakthroughs in open-source large models and general AI, with their DeepSeek-V3 model gaining global recognition [2] - Wang Xingxing, CEO of Yushu Technology, also made the list, with the company holding two-thirds of the global market share in robotic dogs and being the best-selling humanoid robot [2]

Core Viewpoint - Tesla faces a collective lawsuit from shareholders alleging securities fraud related to the launch of its Robotaxi service in Austin, claiming that executives, including CEO Elon Musk, made misleading statements about the safety and effectiveness of the autonomous driving technology [1][4]. Group 1: Lawsuit Details - The lawsuit, led by shareholder Dennis Moran, was filed in Austin federal court and seeks compensation for shareholders based on Tesla's performance from April 19, 2023, to June 22, 2025 [4]. - The lawsuit accuses Tesla and its executives of making significant false and misleading statements that inflated the company's stock price by exaggerating the effectiveness of its autonomous driving technology [4]. - Other executives named in the lawsuit include CFO Vaibhav Taneja and former CFO Zachary Kirkhorn [4]. Group 2: Robotaxi Performance Issues - Reports indicate that Tesla's Robotaxi has exhibited dangerous behaviors during testing, such as speeding, sudden braking, and dropping off passengers in unsafe locations [11][21]. - Specific incidents include the vehicle driving into oncoming traffic, unnecessary braking for stationary police vehicles, and exceeding speed limits, such as traveling at 35 mph in a 20 mph zone [15][19][21]. - Following these performance issues, Tesla's stock price dropped by 6.1% over two trading days, resulting in a market value loss of approximately $68 billion [21]. Group 3: Future Prospects and Challenges - Despite the challenges, Tesla's Robotaxi has long-term potential, with the company training a new Full Self-Driving (FSD) model that could enhance decision-making capabilities [6][23]. - The global Robotaxi market is projected to experience explosive growth, with estimates suggesting a market size of $40 billion to $45.7 billion by 2030, reflecting a compound annual growth rate (CAGR) exceeding 60% [23]. - For Tesla to succeed, it must navigate technological advancements, regulatory compliance, and public trust [22][23].

Core Viewpoint - Tesla faces a collective lawsuit from shareholders alleging securities fraud related to the company's autonomous taxi (Robotaxi) operations, claiming that executives, including CEO Elon Musk, made misleading statements about the safety and effectiveness of their self-driving technology, which inflated stock prices [5][6]. Group 1: Lawsuit Details - The lawsuit, led by shareholder Dennis Moran, was filed in Austin federal court, seeking compensation for shareholders based on Tesla's performance from April 19, 2023, to June 22, 2025 [5]. - The lawsuit accuses Tesla and its executives of making significant false and misleading statements regarding the effectiveness of their autonomous driving technology and its financial implications [5][6]. - Musk responded to the lawsuit on social media, criticizing the lawyers behind the collective action as opportunistic [6]. Group 2: Robotaxi Updates - Tesla is preparing a major update to its Full Self-Driving (FSD) model, which may be released in September, with the new model expected to have ten times the parameters of the current version and improved video compression capabilities [7]. - The expansion of Robotaxi services has begun in Austin, with plans to extend to other cities, including the Bay Area, Arizona, and Florida, in the coming months [7]. - Musk stated that Tesla aims to provide Robotaxi services to half of the U.S. population by the end of the year, contingent on regulatory approval [7]. Group 3: Safety Concerns and Market Impact - Recent tests of the Robotaxi in Austin revealed dangerous behaviors, including speeding, sudden braking, and improper drop-off locations, raising safety concerns [10][12][14]. - Following these incidents, Tesla's stock price dropped by 6.1% over two trading days, resulting in a market value loss of approximately $68 billion [18]. - Despite the challenges, the long-term potential for Robotaxi remains significant, with Goldman Sachs predicting the global Robotaxi market could reach $40 to $45.7 billion by 2030, with a compound annual growth rate (CAGR) exceeding 60% [19].

据Baird Equity Research称，特斯拉即将公布的第二季度交付数据可能低于市场预期，不过上周末备受 期待的无人出租车（Robotaxi）发布会带来的持续热度可能会掩盖这一负面消息。 上周日，特斯拉在德州奥斯汀发布无人出租车，引发市场强烈反应。周一，特斯拉（TSLA）股价飙涨 8.2%，市值一日增加854亿美元。 但随后回调。周二股价回落，周三早盘继续下跌5.2%。 Baird分析师本·卡洛（Ben Kallo）表示，他对特斯拉第二季度交付量保持"谨慎"态度，预计特斯拉将在7 月2日左右公布相关数据。卡洛预计交付量为37.7万辆，低于FactSet汇总的分析师平均预期的39万辆， 也低于2024年第二季度的44.4万辆交付量。 他写道："来自第三方的数据显示，例如中国的上险量和5月的批发数据，更加坚定了我们交付量将低于 市场预期的判断。"他还指出："请注意，第一季度末，特斯拉四大工厂的新款Model Y正处于生产爬坡 阶段，我们认为这一进程延续到了第二季度初，可能对交付造成了影响。" 尽管交付存在不确定性，卡洛仍强调市场对无人出租车发布的持续关注。 "虽然交付仍是基本面中的关键一环，但我们认为，无 ...