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Tiger K
10-29
双话事人，令出多端，不是好想法。
马斯克万亿美元薪酬案投票临近，特斯拉称已备“内部接班人”
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href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)董事会主席Robyn Denholm本周接受媒体采访时表示，若下周关键股东大会否决向马斯克授予高达1万亿美元的薪酬方案，而马斯克按其威胁离任或转移精力，特斯拉已准备从公司内部挑选新任CEO以确保平稳交接，她并未完全排除外部人选的可能性。</p><p>马斯克与特斯拉绑定超过10年，该补偿协议若获通过，将令他在完成市值增长、汽车交付、机器人及Robotaxi业务等激励条件后获得25%投票权。而马斯克已公开表示，若无法获得预期控制力，将把重心转向xAI、SpaceX等其他企业。Denholm称：“我和他直接谈过，如果这个计划未通过，他大概率会退居二线或降低参与度。”</p><p>特斯拉董事会正密集展开投票动员，包括推进媒体访谈、会见机构股东并拉拢散户选票。董事会成员近期走访Vanguard、<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>、道富等大户，因为不少投资者会按ISS与Glass Lewis等代理咨询机构建议投票，而两家机构均建议“反对”。为刺激散户参与，特斯拉甚至将Optimus人形机器人搬到纳斯达克门前派发糖果，引发路人围观。</p><p>截至周二收盘，特斯拉股价上涨1.8%，年内涨幅约12%，仍落后<a 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href=http://www.zhitongcaijing.com/content/detail/1361836.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉(TSLA.US)董事会主席Robyn Denholm本周接受媒体采访时表示，若下周关键股东大会否决向马斯克授予高达1万亿美元的薪酬方案，而马斯克按其威胁离任或转移精力，特斯拉已准备从公司内部挑选新任CEO以确保平稳交接，她并未完全排除外部人选的可能性。马斯克与特斯拉绑定超过10年，该补偿协议若获通过，将令他在完成市值增长、汽车交付、机器人及Robotaxi业务等激励条件后获得25%投票权。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1361836.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"BK4516":"特朗普概念","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) 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Lewis等代理咨询机构建议投票，而两家机构均建议“反对”。为刺激散户参与，特斯拉甚至将Optimus人形机器人搬到纳斯达克门前派发糖果，引发路人围观。截至周二收盘，特斯拉股价上涨1.8%，年内涨幅约12%，仍落后标普500指数同期17%的涨幅。今年初以来，市场曾因车型老化及马斯克政治行为引发的消费端抵触情绪令股价重挫，使市场重新意识到马斯克深度参与对公司估值与订单的重要性，也成为新薪酬案的核心逻辑之一。与此同时，一份由美国国家经济研究局(NBER)发布的耶鲁大学经济学者工作论文指出，马斯克自2022年收购Twitter并公开站队共和党以来，其政治行为对特斯拉美国销量造成显著负面影响。研究估算，若没有“马斯克党派效应”，2022年10月至2025年4月间特斯拉美国销量本应高出67%-83%，相当于增加100万至126万辆销售。研究称，马斯克向共和党候选人近3亿美元的捐款、受特朗普任命担任政府效率部领导等举动，疏离了原本以民主党倾向为主的环保购车群体，导致加州等关键市场渗透率受损。数据显示，特斯拉在加州三季度注册量下滑9.4%，市占降至46.2%。研究认为，此行为甚至拖慢加州实现零排放目标的时间进程。不过，随着特斯拉叙事重心从整车销售转向Robotaxi及AI机器人平台，市场情绪略有改善，投资人关注正在转向特斯拉未来在人工智能、自动驾驶与类人机器人领域的资本化路径。Denholm强调，公司已有“Plan B”，内部梯队如全球制造负责人暨中国区负责人朱晓彤等高管具备跨领域历练，公司亦不排除采用“双CEO”等多元治理模式以降低高管集中风险。另据其透露，股东会还将对是否投资xAI进行咨询性投票，若通过，公司将启动关联交易评估流程，但目前尚未投资，因为xAI正在构建完全不同类型的AI技术。","news_type":1,"symbols_score_info":{"DXYZ":1.5,"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6,"UFO":0.6}},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":494453570474176,"gmtCreate":1761746582607,"gmtModify":1761747384987,"author":{"id":"3514954545101740","authorId":"3514954545101740","name":"Tiger 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href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)董事会主席Robyn Denholm本周接受媒体采访时表示，若下周关键股东大会否决向马斯克授予高达1万亿美元的薪酬方案，而马斯克按其威胁离任或转移精力，特斯拉已准备从公司内部挑选新任CEO以确保平稳交接，她并未完全排除外部人选的可能性。</p><p>马斯克与特斯拉绑定超过10年，该补偿协议若获通过，将令他在完成市值增长、汽车交付、机器人及Robotaxi业务等激励条件后获得25%投票权。而马斯克已公开表示，若无法获得预期控制力，将把重心转向xAI、SpaceX等其他企业。Denholm称：“我和他直接谈过，如果这个计划未通过，他大概率会退居二线或降低参与度。”</p><p>特斯拉董事会正密集展开投票动员，包括推进媒体访谈、会见机构股东并拉拢散户选票。董事会成员近期走访Vanguard、<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>、道富等大户，因为不少投资者会按ISS与Glass Lewis等代理咨询机构建议投票，而两家机构均建议“反对”。为刺激散户参与，特斯拉甚至将Optimus人形机器人搬到纳斯达克门前派发糖果，引发路人围观。</p><p>截至周二收盘，特斯拉股价上涨1.8%，年内涨幅约12%，仍落后<a href=\"https://laohu8.com/S/161125\">标普500</a>指数同期17%的涨幅。今年初以来，市场曾因车型老化及马斯克政治行为引发的消费端抵触情绪令股价重挫，使市场重新意识到马斯克深度参与对公司估值与订单的重要性，也成为新薪酬案的核心逻辑之一。</p><p>与此同时，一份由美国国家经济研究局(NBER)发布的耶鲁大学经济学者工作论文指出，马斯克自2022年收购Twitter并公开站队共和党以来，其政治行为对特斯拉美国销量造成显著负面影响。研究估算，若没有“马斯克党派效应”，2022年10月至2025年4月间特斯拉美国销量本应高出67%-83%，相当于增加100万至126万辆销售。</p><p>研究称，马斯克向共和党候选人近3亿美元的捐款、受特朗普任命担任政府效率部领导等举动，疏离了原本以民主党倾向为主的环保购车群体，导致加州等关键市场渗透率受损。数据显示，特斯拉在加州三季度注册量下滑9.4%，市占降至46.2%。研究认为，此行为甚至拖慢加州实现零排放目标的时间进程。</p><p>不过，随着特斯拉叙事重心从整车销售转向Robotaxi及AI机器人平台，市场情绪略有改善，投资人关注正在转向特斯拉未来在人工智能、自动驾驶与类人机器人领域的资本化路径。</p><p>Denholm强调，公司已有“Plan B”，内部梯队如全球制造负责人暨中国区负责人朱晓彤等高管具备跨领域历练，公司亦不排除采用“双CEO”等多元治理模式以降低高管集中风险。另据其透露，股东会还将对是否投资xAI进行咨询性投票，若通过，公司将启动关联交易评估流程，但目前尚未投资，因为xAI正在构建完全不同类型的AI技术。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://www.zhitongcaijing.com/content/detail/1361836.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉(TSLA.US)董事会主席Robyn Denholm本周接受媒体采访时表示，若下周关键股东大会否决向马斯克授予高达1万亿美元的薪酬方案，而马斯克按其威胁离任或转移精力，特斯拉已准备从公司内部挑选新任CEO以确保平稳交接，她并未完全排除外部人选的可能性。马斯克与特斯拉绑定超过10年，该补偿协议若获通过，将令他在完成市值增长、汽车交付、机器人及Robotaxi业务等激励条件后获得25%投票权。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1361836.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"BK4516":"特朗普概念","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) 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Lewis等代理咨询机构建议投票，而两家机构均建议“反对”。为刺激散户参与，特斯拉甚至将Optimus人形机器人搬到纳斯达克门前派发糖果，引发路人围观。截至周二收盘，特斯拉股价上涨1.8%，年内涨幅约12%，仍落后标普500指数同期17%的涨幅。今年初以来，市场曾因车型老化及马斯克政治行为引发的消费端抵触情绪令股价重挫，使市场重新意识到马斯克深度参与对公司估值与订单的重要性，也成为新薪酬案的核心逻辑之一。与此同时，一份由美国国家经济研究局(NBER)发布的耶鲁大学经济学者工作论文指出，马斯克自2022年收购Twitter并公开站队共和党以来，其政治行为对特斯拉美国销量造成显著负面影响。研究估算，若没有“马斯克党派效应”，2022年10月至2025年4月间特斯拉美国销量本应高出67%-83%，相当于增加100万至126万辆销售。研究称，马斯克向共和党候选人近3亿美元的捐款、受特朗普任命担任政府效率部领导等举动，疏离了原本以民主党倾向为主的环保购车群体，导致加州等关键市场渗透率受损。数据显示，特斯拉在加州三季度注册量下滑9.4%，市占降至46.2%。研究认为，此行为甚至拖慢加州实现零排放目标的时间进程。不过，随着特斯拉叙事重心从整车销售转向Robotaxi及AI机器人平台，市场情绪略有改善，投资人关注正在转向特斯拉未来在人工智能、自动驾驶与类人机器人领域的资本化路径。Denholm强调，公司已有“Plan B”，内部梯队如全球制造负责人暨中国区负责人朱晓彤等高管具备跨领域历练，公司亦不排除采用“双CEO”等多元治理模式以降低高管集中风险。另据其透露，股东会还将对是否投资xAI进行咨询性投票，若通过，公司将启动关联交易评估流程，但目前尚未投资，因为xAI正在构建完全不同类型的AI技术。","news_type":1,"symbols_score_info":{"DXYZ":1.5,"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6,"UFO":0.6}},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
