On November 6th (local time), after the closing of US stocks on Thursday, Tesla will hold its annual general meeting. This means that the company's biggest recent mystery - whether CEO Musk's 10-year compensation plan proposal will be passed or not,

The voting this time follows the one share, one vote principle, meaning that the number of shares held is directly proportional to the weight of voting. This means that Musk himself can use his approximately 15% stake in the company to vote. In addit

Just last week, Tesla Chairman Robin Denholm sent a letter to shareholders warning that if Musk's 10-year compensation plan is not approved, he may step down as CEO, and Tesla will lose his talent and vision. Cantor Fitzgerald analyst Sheppherd blunt

However, there are major shareholders who explicitly oppose this compensation plan. On November 4th, Norway's Bank Investment Management Company, the seventh largest shareholder of Tesla with only 1% of the shares, stated: "While we recognize the tre

As of the afternoon of November 5th, statistics on voting progress on the Broadridge platform showed that about 80% of votes had been cast, and the proportion of those who chose to vote in favor exceeded 55%.

Regarding the possibility of a failed vote, Denholm revealed that Tesla has prepared a Plan B in case the vote fails. In fact, when the compensation plan was being developed, Tesla requested Musk to establish a framework for executive succession.

In terms of the specific content of the compensation plan, Musk will have the opportunity to receive an additional 12% stake in Tesla, with a potential reward value slightly above $1 trillion, if he can achieve the following milestone goals within th

Increasing Tesla's valuation to 8.5 trillion US dollars is nearly 8 times its current valuation;

Cumulative delivery of 20 million Tesla cars

Achieving 10 million FSD subscribers

Deploy 1 million Optimus robots

On November 3rd, DongFang Securities' research report stated that the salary vote is expected to be passed with a high probability. The approval of this compensation plan will provide more momentum for Musk to promote the development of robots. As th

According to Tesla's previous third-quarter earnings call, Musk looked ahead to the production of humanoid robots in 2026. He mentioned that the Optimus V3 prototype is expected to land in February or March of 2026, with plans to produce 50,000 robot

CITIC Construction Investment Securities pointed out that on the eve of the realization of the 0-1 trend in the humanoid robot industry, potential key nodes such as the Tesla Gen3 finalization and mass production targets support market expectations.

Meanwhile, during the Tesla annual general meeting of shareholders, the latest progress and future plans for its robot and Robotaxi business will be released. Recently, Musk indicated on social media that Cybercab will be mass-produced and rolled out

From an investment perspective, East Money Securities indicates that automotive component suppliers confirmed for Tesla will benefit, and competitive autonomous brands and companies leading in intelligent driving technology will continue to expand th