图源：盖世汽车新能源 据"鞭牛士"10月21日消息，埃隆·马斯克公开威胁说，如果得不到高额薪酬，他将离开特斯拉，或者至少辞去首席执行 官一职。 值得注意的是，该薪酬方案股份奖励需满足特定条件才能兑现：特斯拉市值需达到最高8.5万亿美元的里程碑，同时需 实现一系列运营目标，包括交付2000万辆汽车、推出100万辆自动驾驶出租车（robotaxi），以及调整后核心利润达到 4000亿美元。 起因是特斯拉股东即将对埃隆·马斯克的一项新的、备受争议的薪酬方案进行投票。据路透社10月17日报道，埃隆·马 斯克拟定了1万亿美元的薪酬方案，代理投票顾问机构ISS（机构股东服务公司）敦促股东否决这一大规模的薪酬计 划。 ...

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 ...

Market Overview - Investors are shedding concerns over tariffs, leading to a slight fluctuation in the New York stock market indices, which eventually rose, with all three major indices closing higher [1] - The Dow Jones Industrial Average increased by 192.34 points to close at 44,650.64, a rise of 0.43% [1] - The S&P 500 index rose by 17.20 points to close at 6,280.46, an increase of 0.27% [1] - The Nasdaq Composite Index gained 19.33 points, closing at 20,630.67, a rise of 0.09% [1] - Among the S&P 500's eleven sectors, nine rose while two fell, with consumer discretionary and energy sectors leading gains at 0.98% and 0.79%, respectively [1] Federal Reserve Insights - Federal Reserve Governor Christopher Waller indicated that the Fed's balance sheet, currently at approximately $6.662 trillion, is still above pre-pandemic levels and is expected to shrink further, potentially down to around $5.8 trillion [2] - Waller noted that the reduction process will not be as drastic as some expect, with the Fed planning to decrease reserves gradually through maturing and early repayment of securities [2] Labor Market Data - The U.S. Department of Labor reported that initial jobless claims for the week ending July 5 were 227,000, a decrease of about 5,000 from the previous week and below market expectations of 235,000, indicating a resilient labor market [2] - However, the number of continuing claims was 1.965 million, the highest level since late 2021, highlighting ongoing long-term unemployment issues [2] Energy Sector Update - The U.S. Energy Information Administration reported a 5.3 billion cubic feet increase in natural gas inventories for the week ending July 4, although this was lower than the previous week's increase of 5.5 billion cubic feet, suggesting a slowdown in growth due to seasonal demand changes and market supply factors [2] Company-Specific Developments - Tesla's stock rose by 2.5% following CEO Elon Musk's announcement of expanding the robotaxi service to Austin and plans for further expansion to the Bay Area within one to two months [3] - Musk also revealed that Tesla will integrate the updated Grok chatbot from xAI into vehicles by next week, further boosting market sentiment [3] - Bitcoin reached a new all-time high of $113,863.31, driven by increased investor interest in risk assets and the liquidation of short positions, with significant inflows into exchange-traded funds (ETFs) related to Bitcoin [3]

特斯拉CEO埃隆·马斯克周二怒斥Wedbush Securities的分析师丹·艾夫斯（Dan Ives）"闭嘴"，此前这位 分析师在社交平台X上的一篇帖子中，向这家电动汽车公司的董事会提出了三项建议。 艾夫斯一直是华尔街最看好特斯拉的分析师之一。他对该股设定了500美元的目标价，是FactSet追踪的 所有分析师中给出的最高预测。 但在周二，艾夫斯发表了对马斯克政治活动的批评言论。此前，这位世界首富于上周末表示，他正在创 建一个名为"美国党"的新政党，以挑战那些投票支持"大而美"法案的共和党候选人。 在艾夫斯发帖之前，特斯拉股价周一下跌了近7%，市值蒸发了680亿美元。 艾夫斯呼吁特斯拉董事会为马斯克设立一个新的薪酬方案，给予他25%的投票控制权，并为与xAI的合 并扫清道路；为马斯克必须在特斯拉花费多少时间设立"护栏"；并对"政治活动提供监督"。 艾夫斯与他公司的其他分析师发表了一份更长的报告，标题为："特斯拉董事会必须采取行动，为马斯 克制定基本规则；这场'肥皂剧'必须结束。"分析师们表示，马斯克发起新政党的行为，为"特斯拉的故 事创造了一个引爆点"，因此公司董事会有必要采取行动来约束这位CEO。 尽管 ...