On November 6th (local time), after the closing of US stocks on Thursday, Tesla will hold its annual general meeting, which means the company's latest major suspense - whether CEO Musk's 10-year compensation plan proposal will be passed - will soon b

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 the vote. This means that Musk himself can use his approximately 15% stake in the company to vote. In add

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 Shepherd bluntl

However, there are also major shareholders who explicitly oppose this compensation plan. On November 4th, Norges Bank Investment Management, the seventh largest shareholder of Tesla with only 1% of shares, stated: "Although we recognize the enormous

As of November 5th afternoon, according to the voting progress statistics on the Broadridge platform, approximately 80% of the votes have been cast, with more than 55% in favor.

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

From the specifics of the compensation plan, Musk will have the opportunity to receive an additional 12% stake in Tesla, with potential reward value slightly above $1 trillion, if he meets the following milestone goals over the next ten years:n

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

Cumulative delivery of 20 million Tesla vehicles

Achieving 10 million FSD subscribers

Deploy 1 million Optimus robots

According to a research report from East Money on November 3, it is expected that the salary vote will most likely be passed. The approval of this compensation plan will give more momentum to Musk's promotion of robot development. As CEO, Musk is of

According to Tesla's previous third-quarter earnings call, Musk anticipated that the humanoid robot would enter mass production by 2026. He mentioned that the Optimus V3 prototype is expected to land in February or March of 2026, with plans to produc

According to CITIC Securities, on the eve of the fulfillment of the 0-1 trend in the humanoid robot industry, potential key nodes such as the finalization and mass production of Tesla Gen3 support market expectations. Meanwhile, the finalization of O

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

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