Core Viewpoint - Elon Musk's proposed $1 trillion pay package as Tesla's CEO has been approved by 75% of shareholders, contingent on achieving ambitious performance metrics over the next decade [1][3][10]. Group 1: Compensation Package Details - The compensation package aims for Musk to increase Tesla's market cap to $8.5 trillion by 2035, sell 12 million vehicles annually, and deploy one million robotaxis and humanoid robots [3][10]. - For comparison, Nvidia's CEO is expected to receive approximately $49.9 million in pay in 2025, highlighting the scale of Musk's proposed compensation [2]. Group 2: Accountability and Governance - Experts note that such high-stakes pay packages are rare in publicly traded companies, and accountability is maintained as long as the compensation is linked to clear performance goals [3][7]. - The decision to approve the pay package was made by unaffiliated shareholders, indicating a level of support from those most affected by the arrangement [7]. Group 3: Controversies and Concerns - Some investors and watchdogs express concern that the pay package does not incentivize safety in autonomous vehicles, potentially leading to rushed deployments of partially-autonomous technology [11][12]. - Proxy advisory firms and significant institutional shareholders, including Norges Bank Investment Management, urged rejection of the pay package due to concerns over reliance on Musk [13][14]. - Tesla's marketing efforts to promote the pay package included ads urging shareholders to support Musk, raising questions about the independence of the voting process [12][14].

A WSJ reporter got a glimpse of a technology that could soon spread around the world: Chinese-made robotaxis. https://t.co/WJaw7cajLB ...

Core Insights - Tesla shareholders have shown strong support for CEO Elon Musk, with approximately 75% voting in favor of his performance-based pay package valued at around $1 trillion [1][9] - The pay package is tied to ambitious goals, including a market value of $8.5 trillion and the sale of 20 million vehicles by 2035 [2][9] - Tesla's future growth is expected to rely heavily on advancements in artificial intelligence, autonomous vehicles, and robotics [3][6] Financial Goals - To unlock the full payout of Musk's compensation, Tesla's adjusted EBITDA must increase 25 times to reach $400 billion by 2035 [2] - The company currently has a market value of just over $1.5 trillion, indicating a significant growth challenge ahead [2] Current Business Challenges - Tesla's core electric vehicle (EV) business is facing difficulties, with a 13% year-over-year sales decline in both Q1 and Q2 of 2025 [5] - The company experienced its first annual delivery decline in 2024, and the loss of U.S. EV tax credits may lead to further sales drops [5][10] - Automotive margins are under pressure due to price cuts, high costs, and tariffs, contributing to a cooling demand for EVs [5][10] Future Vision - Musk envisions a future where Tesla's ecosystem includes autonomous vehicles and AI-powered robots, such as robotaxis and humanoid robots [6][10] - However, current projects like robotaxis still require safety drivers, and humanoid robots have not yet begun taking orders, indicating that these innovations are still in early stages [7] Market Position - Tesla shares have risen approximately 10% year-to-date, underperforming compared to competitors like General Motors and Ford, which have seen increases of 32% and 29%, respectively [11] - Tesla's forward price-to-sales ratio stands at 13.93, significantly higher than the industry average, with General Motors and Ford at 0.35 and 0.32, respectively [12]

For all the headlines about an on-off relationship with Donald Trump, baiting liberals and erratic behaviour, Tesla shareholders are loath to part with Elon Musk.Investors in the electric vehicle maker voted on Thursday to put the world’s richest person on the path to become the world’s first trillionaire, despite the controversy that is now seemingly intrinsic to his public profile.Shareholders approved the $1tn compensation plan, which could yield the largest corporate payout in history if he meets a seri ...

据相关资料显示，马斯克未来十年的目标包括：交付2000万辆特斯拉汽车，并且投入运营100万辆 Robotaxis ，销售100万台机器人，让公司的核心利润达到4000亿美元。还有一个必要的条件就是特斯拉的 股票价值也要同步上涨。热点科技认为这确实是一个很大的挑战。仅从AI机器人板块来看，近日小鹏汽车 旗下的女性机器人也备受行业关注。 除核心议题外，马斯克在交流中还特意透露了特斯拉全自动驾驶技术（FSD）在中国市场的推进动态，引 发广泛关注。他明确说明，目前特斯拉FSD在中国仅获得 "部分批准"，尚未实现全面落地应用，这也意味 着该技术暂时仅能在特定场景或区域内有限开放。关于用户最为关心的全面获批时间，马斯克给出了明确 预期 —— 预计将在2026年2月至3月左右，正式获得中国相关部门的全面批准，届时有望向国内用户开放 完整的全自动驾驶功能体验。 11月7日消息，特斯拉股东已经批准了马斯克的天价薪酬方案。 详细来看，特斯拉股东以75%多数票正式同意了马斯克的要求。并且支持他在未来将特斯拉这家电动汽车 制造商转型为人工智能以及机器人制造商。此外，马斯克预计可以在十年内从特斯拉股票中获利将近8780 亿美元。但在薪 ...

美东时间11月6日， 特斯拉召开年度股东大会，特斯拉股东批准马斯克的1万亿美元薪酬计划，超过75%的股东 批准，支持他将公司转变为人工智能和机器人巨头的愿景。 | 445.910美元 -16.160 -3.50% | | | | | 盘后 452.925 +7.015 +1.57% | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 已收盘 11-06 16:00:00 美东时间 | | | | | 11-06 19:59:59 美东时间 | | | | 今开 | 461.960 | | 最高 | 467.450 | | 成交量 | 1.10亿股 | | 昨收 | 462.070 | | 最低 | 435.090 | | 成交额 | 492.05亿 | | 换手率 | 3.30% | | 市盈(TTM) | 291.83 | | 总市值 | 1.48万亿 | | 分时 | 五日 | 日K | 周K | 月K | 季K | 年K | 更多v | | 467 090 | | | | | | | 1.09% | 根据协议，特斯拉董事会向马斯克授予最多4 ...

Core Viewpoint - Tesla shareholders approved a compensation plan for CEO Elon Musk, potentially worth up to $1 trillion, ending debates about his pay and tenure [3][4]. Group 1: Compensation Plan Details - The approved compensation plan allows Musk to earn up to 423.7 million additional shares of Tesla stock [5]. - To receive the full rewards, Musk must achieve a market capitalization of over $8.5 trillion and an adjusted EBITDA of $400 billion within 7.5 years [6][7]. - The plan includes four key product milestones, such as delivering 20 million vehicles and having 10 million active FSD subscribers [6]. Group 2: Shareholder Reactions and Market Impact - Following the vote, there was a celebratory atmosphere among shareholders, with many chanting Musk's name [4]. - Despite the majority support for the compensation plan, there were notable abstentions from significant investors like the Norwegian government pension fund [4][8]. - Musk's confidence in Tesla's future was evident, as he expressed optimism about advancements in FSD technology and hinted at the production of Cybercab starting in April 2026 [10][11]. Group 3: Future Product Developments - Musk believes that Tesla's robots could become the largest product in history, surpassing smartphones [11]. - The current production cost for the Optimus robot is approximately $20,000, and Musk indicated a potential interest in discussing chip supply with Intel [11].

根据新的计划，马斯克可以在10年内从特斯拉股票中赚取高达8780亿美元。马斯克将获得高达1万亿美元的股票，但必须向特斯拉支付一些款项。分析人 士表示，这次投票对特斯拉的股票有利，因特斯拉的估值取决于马斯克的愿景，即研发自动驾驶汽车、在美国扩大机器人出租车以及销售人形机器人，尽 管他的极右翼政治言论今年已经损害了特斯拉的品牌。 周四，特斯拉(TSLA.O)股东以75%的多数票通过马斯克的薪酬方案，支持了他将这家电动汽车制造商转变为人工智能和机器人巨头的愿景。 来源：第一财经 特斯拉(TSLA.O)董事会和许多支持特斯拉的投资者表示，从长远来看，近1万亿美元的一揽子薪酬计划有利于股东，因为马斯克必须确保特斯拉实现一系 列里程碑才能获得报酬。马斯克未来十年的目标包括：交付2000万辆汽车，投入运营100万辆Robotaxis ，销售100万台机器人，核心利润达到4000亿美 元。但为了让他得到报酬，特斯拉的股票价值必须同步上涨，首先要从目前的1.5万亿美元涨到2万亿美元，然后一路涨到8.5万亿美元。根据新的薪酬方 案，马斯克将通过特斯拉市值的增长，以及雄心勃勃的利润和销售里程碑，分期领取股票。在7年半的时间里，他不 ...

据此前报道，特斯拉9月披露了一份野心爆棚的阶梯式薪酬方案，将最多授予马斯克额外4.237亿股特斯 拉股权。马斯克若要拿满所有奖励，需要达到的最终目标是特斯拉公司市值超过8.5万亿美元，调整后 EBITDA达到4000亿美元。同时还有四大关键产品目标：特斯拉汽车累计交付量达到2000万辆、活跃 FSD订阅用户数量连续3个月超过1000万人、累计交付100万台机器人，以及有100万辆Robotaxis同时在 商业运行。 北京时间周五清晨，特斯拉股东以超过75%的票数通过了一项最高价值可达1万亿美元的薪酬计划，终 结了围绕马斯克薪酬和去留的争论。这份薪酬协议也为特斯拉CEO铺设了一条从世界首富到首个"万亿 美元富豪"的道路。同时他对特斯拉的持股也将在未来10年里逐步提升至25%或更高。毫无疑问，这也 是地球史上最夸张的高管薪酬包。 ...

特斯拉(TSLA.O)董事会和许多支持特斯拉的投资者表示，从长远来看，近1万亿美元的一揽子薪酬计划 有利于股东，因为马斯克必须确保特斯拉实现一系列里程碑才能获得报酬。马斯克未来十年的目标包 括：交付2000万辆汽车，投入运营100万辆Robotaxis ，销售100万台机器人，核心利润达到4000亿美 元。但为了让他得到报酬，特斯拉的股票价值必须同步上涨，首先要从目前的1.5万亿美元涨到2万亿美 元，然后一路涨到8.5万亿美元。根据新的薪酬方案，马斯克将通过特斯拉市值的增长，以及雄心勃勃 的利润和销售里程碑，分期领取股票。在7年半的时间里，他不能出售任何股票。 2025.11.07 本文字数：803，阅读时长大约1.5分钟 周四，特斯拉(TSLA.O)股东以75%的多数票通过马斯克的薪酬方案，支持了他将这家电动汽车制造商转 变为人工智能和机器人巨头的愿景。 根据新的计划，马斯克可以在10年内从特斯拉股票中赚取高达8780亿美元。马斯克将获得高达1万亿美 元的股票，但必须向特斯拉支付一些款项。分析人士表示，这次投票对特斯拉的股票有利，因特斯拉的 估值取决于马斯克的愿景，即研发自动驾驶汽车、在美国扩大机器人出租车 ...