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马斯克薪酬计划要求特斯拉市值涨到8.5万亿，机器人是最后抓手

今年11月，特斯拉股东投票批准了马斯克的10年期薪酬计划。根据这个计划，马斯克未来有望获得近1万亿美元市值的特斯拉股票作为酬劳。但这笔天价薪酬有个前提条件：特斯拉市值必须从当前的1.5万亿美元提升到8.5万亿美元。这些信息都指向特斯拉机器人首个大规模量产之日渐行渐近。从1.5万亿到8.5万亿美元市值，马斯克要拿到那1万亿美元薪酬，人形机器人是他最后也是最重要的抓手。

马斯克薪酬计划要求特斯拉市值涨到8.5万亿，机器人是最后抓手

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src=\"https://fid-75186.picgzc.qpic.cn/20251212120408078v152wmdbykuyti7\"/>中国\"审厂\"频传，明年一季度或是关键时间点12月7日，特斯拉人形机器人团队中国\"审厂\"消息频传。业内人士称，\"审厂\"或为配合明年一季度Optimus Gen3机器人的发布进行量产准备。近日消息显示，特斯拉机器人供应链后端检测设备审核完成，生产端形成标准化技术文档蓝皮书，部分部件构型路线和运动算法开始明确收敛。这些信息都指向特斯拉机器人首个大规模量产之日渐行渐近。工信部人形机器人标准化技术委员会委员石照耀表示，人形机器人概念近年再度兴起，与马斯克和特斯拉的关系密不可分，业界会关注其一举一动，对行业有风向标意义。他还透露，特斯拉已经向部分供应商下达了订单，而非如<a href=\"https://laohu8.com/S/GS\">高盛</a>研报所说的没有量产指引和订单。石照耀认为，若第三代Optimus上市有惊喜，或在应用场景方面有更多突破，在国内很快会形成发展高峰，推进速度或比2019年特斯拉电动车进入上海后对新能源车的发展还来得更快，因此明年一季度可能是很关键的时间点。<img src=\"https://fid-75186.picgzc.qpic.cn/20251212120426368v1527lmkywvl0ml\"/>华尔街半信半疑，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>两年来首次下调评级不过，华尔街对习惯跳票的特斯拉仍然半信半疑。摩根士丹利分析师Andrew Percoco近日在报告中指出，虽然大家都明白特斯拉不仅是汽车制造商，但预计未来一年交易环境将较为波动。摩根士丹利还指出，由于特斯拉股价已经反映了其非汽车业务的催化剂，因此对公司短期股价持负面观点。这是过去两年中摩根士丹利首次对特斯拉给出下调评级的操作。市场观点分歧的背后，是特斯拉Optimus Gen3发布会的\"定档\"在过去一年中不断摇摆、落空，这也是产业与资本市场信念感不强的原因。有观点认为，季度末审厂依然是常规拜访与技术探讨，与最终量产配套何时落地关联不强。也有观点认为，虽然审厂后执行部件构型基本确定，但马斯克仍可能因机器人具身智能无法满足泛化要求或遥操过多，而暂时搁置发布。从1.5万亿到8.5万亿美元市值，马斯克要拿到那1万亿美元薪酬，人形机器人是他最后也是最重要的抓手。当xAI和SpaceX都不在特斯拉体系内，当卖车已经无法支撑如此宏大的市值目标，Optimus机器人能否在明年一季度如期量产、能否在应用场景上有实质性突破，不仅关系到马斯克的个人财富，更关系到特斯拉能否继续讲好\"不只是汽车公司\"的故事。这场豪赌，已经到了必须兑现的时刻。【互动话题】你觉得具身智能会先在哪个家庭场景中广泛应用？欢迎在评论区留言，点赞前 3 名可获得《机器人技术入门手册》电子版哦～【福利时间】关注本公众号，回复 “智能”，即可领取 3 份独家资料：① 《具身智能技术发展报告》② 《全球人形机器人企业图谱》③ 《机器人常见问题解答》资料每周更新，记得常来看看～“机器人前沿站”——用通俗的语言，讲透机器人的那些事。每日更新，陪伴你走进机器人时代。点击菜单栏：“技术解析”→ 查看机器人核心技术干货“产业动态”→ 了解企业最新资讯与融资情况“联系我们”→ 商务合作、投稿或加入粉丝交流群</article></body></html>","source":"tencent","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克薪酬计划要求特斯拉市值涨到8.5万亿，机器人是最后抓手\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-12 11:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251212120428a69af542&s=b>机器人前沿站</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n早安！️这里是专注机器人领域的“机器人前沿站”。每天几分钟，带你了解机器人领域的新鲜事 —— 技术突破 、产业动态 、未来畅想 ，尽在这里。今年11月，特斯拉股东投票批准了马斯克的10年期薪酬计划。根据这个计划，马斯克未来有望获得近1万亿美元市值的特斯拉股票作为酬劳。但这笔天价薪酬有个前提条件：特斯拉市值必须从当前的1.5万亿美元提升到8.5万亿美元。问题来了，特斯拉靠什么实现这个目标？仅靠\"卖车...\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251212120428a69af542&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4592":"伊斯兰概念","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4548":"巴美列捷福持仓","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) 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Gen3机器人的发布进行量产准备。近日消息显示，特斯拉机器人供应链后端检测设备审核完成，生产端形成标准化技术文档蓝皮书，部分部件构型路线和运动算法开始明确收敛。这些信息都指向特斯拉机器人首个大规模量产之日渐行渐近。工信部人形机器人标准化技术委员会委员石照耀表示，人形机器人概念近年再度兴起，与马斯克和特斯拉的关系密不可分，业界会关注其一举一动，对行业有风向标意义。他还透露，特斯拉已经向部分供应商下达了订单，而非如高盛研报所说的没有量产指引和订单。石照耀认为，若第三代Optimus上市有惊喜，或在应用场景方面有更多突破，在国内很快会形成发展高峰，推进速度或比2019年特斯拉电动车进入上海后对新能源车的发展还来得更快，因此明年一季度可能是很关键的时间点。华尔街半信半疑，摩根士丹利两年来首次下调评级不过，华尔街对习惯跳票的特斯拉仍然半信半疑。摩根士丹利分析师Andrew Percoco近日在报告中指出，虽然大家都明白特斯拉不仅是汽车制造商，但预计未来一年交易环境将较为波动。摩根士丹利还指出，由于特斯拉股价已经反映了其非汽车业务的催化剂，因此对公司短期股价持负面观点。这是过去两年中摩根士丹利首次对特斯拉给出下调评级的操作。市场观点分歧的背后，是特斯拉Optimus Gen3发布会的\"定档\"在过去一年中不断摇摆、落空，这也是产业与资本市场信念感不强的原因。有观点认为，季度末审厂依然是常规拜访与技术探讨，与最终量产配套何时落地关联不强。也有观点认为，虽然审厂后执行部件构型基本确定，但马斯克仍可能因机器人具身智能无法满足泛化要求或遥操过多，而暂时搁置发布。从1.5万亿到8.5万亿美元市值，马斯克要拿到那1万亿美元薪酬，人形机器人是他最后也是最重要的抓手。当xAI和SpaceX都不在特斯拉体系内，当卖车已经无法支撑如此宏大的市值目标，Optimus机器人能否在明年一季度如期量产、能否在应用场景上有实质性突破，不仅关系到马斯克的个人财富，更关系到特斯拉能否继续讲好\"不只是汽车公司\"的故事。这场豪赌，已经到了必须兑现的时刻。【互动话题】你觉得具身智能会先在哪个家庭场景中广泛应用？欢迎在评论区留言，点赞前 3 名可获得《机器人技术入门手册》电子版哦～【福利时间】关注本公众号，回复 “智能”，即可领取 3 份独家资料：① 《具身智能技术发展报告》② 《全球人形机器人企业图谱》③ 《机器人常见问题解答》资料每周更新，记得常来看看～“机器人前沿站”——用通俗的语言，讲透机器人的那些事。每日更新，陪伴你走进机器人时代。点击菜单栏：“技术解析”→ 查看机器人核心技术干货“产业动态”→ 了解企业最新资讯与融资情况“联系我们”→ 商务合作、投稿或加入粉丝交流群","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"UFO":0.6,"TSLA":1.96}},"isVote":1,"tweetType":1,"viewCount":288,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}