据美国CNBC网站报道，特斯拉董事会正极力说服马斯克在未来专注于公司事务，并表示将继续为马斯 克制定更长期的薪酬策略。有分析师认为，此次近300亿美元的激励方案可能至少将马斯克留任到2030 年，缓解了公司股价的下行压力。特斯拉在一份致股东信中强调，马斯克对公司向人工智能、自动驾驶 和人形机器人领域转型"至关重要"，这些领域被视为公司未来主要收入来源。 但英国《卫报》5日报道称，特斯拉部分股东起诉马斯克，指控其涉嫌隐瞒公司自动驾驶车辆带来的重 大风险。在即将发布无人驾驶出租车产品之际，这场官司或将给马斯克带来新麻烦。 英国《金融时报》援引特斯拉的文件显示，马斯克将获得9600万股特斯拉股票期权。这一激励方案将使 马斯克在特斯拉的持股比例从此前的约13%提升至约16%。但马斯克必须自授予日起在未来两年内"持 续担任公司高级领导职务"，且股票需锁定五年。报道称，特斯拉的这一举措直接源于马斯克长期的离 职威胁。2024年，美国特拉华州法官裁定马斯克2018年获得特斯拉创美国纪录的560亿美元薪酬方案无 效，认为其金额过高且董事会"受到了马斯克的不当影响"。此后，马斯克多次警告，除非获得对公司更 大的控制权，否则将离 ...

Core Viewpoint - Elon Musk predicts that the Optimus robot could increase Tesla's valuation to $20-30 trillion, which is 20-30 times its current value [1][3]. Group 1: Optimus Robot Potential - Musk claims that the demand for the Optimus robot will be enormous, suggesting that if Tesla can produce 1 billion units annually, it could generate $30 trillion in revenue [3]. - Musk reiterated in the Q2 2025 earnings call that the Optimus robot is likely to become Tesla's most important product in the future [3][7]. Group 2: Current Challenges and Market Response - At the World Artificial Intelligence Conference, the Optimus robot did not attract much attention, remaining behind glass while other robots engaged with visitors [4]. - The Optimus V3 design is complete but has not yet been released, with a planned launch by the end of 2025 [7][26]. Group 3: Financial Performance - Tesla reported a significant decline in Q2 revenue, with total revenue at $22.496 billion, down 12% year-over-year, marking the largest quarterly drop in nearly a decade [8]. - The net profit for the quarter was $1.172 billion, a 16% decrease year-over-year, with automotive revenue falling to $16.661 billion, down 16% [11][12]. Group 4: Production and Market Dynamics - Tesla's global vehicle deliveries fell to 384,100 units, a 13.5% decrease year-over-year, continuing a trend of two consecutive quarters of double-digit declines [9]. - The delivery of Model 3/Y vehicles was 373,700 units, down 12%, while high-end models like Model S/X saw a 52% drop in deliveries [10]. Group 5: Strategic Outlook - Analysts suggest that the Optimus V3 could be a "lifeline" for Tesla amid declining automotive sales, but it may take until 2026 for the robot to have a significant financial impact [12][14]. - UBS has raised concerns about the necessity of humanoid robots and the challenges of cost control, predicting that it may take 3-5 years to overcome these hurdles [15][16].

Core Viewpoint - Tesla has opened its first Supercharger restaurant in Los Angeles amidst declining vehicle sales, aiming to enhance customer experience by combining charging, dining, and entertainment [1][2]. Group 1: Restaurant Launch - Tesla's first restaurant is located at 7001 Santa Monica Boulevard, Los Angeles, operating 24/7 and featuring 80 V4 Supercharger stations available for non-Tesla vehicles [1]. - The restaurant's design is inspired by 1950s car cinemas, offering a unique dining experience with outdoor movie screens and Tesla merchandise for sale [1]. - CEO Elon Musk indicated plans for more Tesla restaurants in major cities and along long-distance routes [1]. Group 2: Sales and Delivery Challenges - Tesla faced a 13.5% year-over-year decline in vehicle deliveries in Q2, with a total of 384,100 units delivered, and a cumulative delivery of 720,800 units in the first half of the year, down 13.3% [2]. - The company experienced its first global sales decline in a decade in 2024, with total deliveries of 1.789 million, a 1.1% decrease from 2023 [2]. Group 3: Financial Pressures - Tesla is nearing a loss, with Q1 profits heavily reliant on selling $447 million in carbon credits, which may be threatened by potential legislative changes in the U.S. [3]. - The company faces increasing competition from automakers like BYD, which saw a 359% year-over-year growth in electric vehicle sales in Europe, surpassing Tesla for the first time [3]. Group 4: Management Changes and New Models - Following poor performance in North America and Europe, Omid Afshar, responsible for these regions, has left the company, with Musk taking over sales operations [4]. - Tesla plans to launch a new six-seat Model Y L to stimulate consumer demand, expected to be priced around 400,000 yuan, with deliveries set for this fall [4]. Group 5: Future Prospects - Despite challenges in the automotive sector, Tesla is focusing on the potential of autonomous driving software, ride-hailing services, and the development of humanoid robots, although continued vehicle sales are essential for funding these initiatives [4].