两天涨近14%！特斯拉股价大爆发，发生了什么？

华尔街见闻09-13

近期利好包括：内华达州确认本周向特斯拉发出Robotaxi测试许可；特斯拉发布革命性储能产品Megapack 3和Megablock系统；Model Y L在华热销；马斯克“万亿薪酬包”。特斯拉董事长称，只有马斯克能未来十年领导公司AI和机器人转型，薪酬方案考虑到他转任首席产品官等其他领导职务的可能，并包含寻找继任者的流程。美东时间12日周五，特斯拉股价高开高走，收涨约7.4%，创将近三个月来最大...

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09-13
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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #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两天涨近14%！特斯拉股价大爆发，发生了什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-13 06:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3755510>华尔街见闻</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n近期利好包括：内华达州确认本周向特斯拉发出Robotaxi测试许可；特斯拉发布革命性储能产品Megapack 3和Megablock系统；Model Y L在华热销；马斯克“万亿薪酬包”。特斯拉董事长称，只有马斯克能未来十年领导公司AI和机器人转型，薪酬方案考虑到他转任首席产品官等其他领导职务的可能，并包含寻找继任者的流程。美东时间12日周五，特斯拉股价高开高走，收涨约7.4%，创将近三个月来最大...\n\n<a href=\"https://wallstreetcn.com/articles/3755510\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TSLA","symbol_name":"特斯拉","start_time":0,"source_url":"https://wallstreetcn.com/articles/3755510","article_id":"1180367918","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e"],"rights":{"source":"wallstreetcn_api","url":"https://wallstreetcn.com/articles/3755510","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1180367918","pubTimestamp":1757715711,"columns":[],"sourceInfo":{"source_id":"wallstreetcn_api","name":"华尔街见闻"},"weMediaInfo":null,"summary":"美东时间12日周五，特斯拉股价高开高走，收涨约7.4%，创将近三个月来最大日涨幅，抹平近七个半月以来所有跌幅，收创1月31日以来新高。方案公布当天，上周五特斯拉收涨3.6%。储能业务推出革命性产品特斯拉本周一发布了Megapack 3和Megablock储能系统。特斯拉储能业务过去12个月销售额约110亿美元，同比增长43%。特斯拉董事会上周公布的马斯克薪酬方案，该方案将于11月交由股东投票决定。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"TSLA":"特斯拉","TSLL":"2倍做多TSLA ETF-Direxion"},"translate_title":"It rose nearly 14% in two days! Tesla's stock price exploded, what happened?","themeId":"b067883dc02624c3d3fa83ec5efee988","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/c845e2839a36346f16af7a5e2d293559","symbols_score_info":{"TSLA":1.1,"TSLL":1.1},"content_text":"近期利好包括：内华达州确认本周向特斯拉发出Robotaxi测试许可；特斯拉发布革命性储能产品Megapack 3和Megablock系统；Model Y L在华热销；马斯克“万亿薪酬包”。特斯拉董事长称，只有马斯克能未来十年领导公司AI和机器人转型，薪酬方案考虑到他转任首席产品官等其他领导职务的可能，并包含寻找继任者的流程。美东时间12日周五，特斯拉股价高开高走，收涨约7.4%，创将近三个月来最大日涨幅，抹平近七个半月以来所有跌幅，收创1月31日以来新高。到周五收盘，特斯拉股价最近两日已累涨逾13.8%，遥遥领先其他科技巨头和大盘。为何特斯拉大爆发？发生了什么？从最近的消息看，特斯拉此轮大涨和公司传统的电动汽车业务关系不大，最直接的利好来自特斯拉的自动驾驶出租车业务Robotaxi。周五有报道指出，周四传出消息称，特斯拉已获得美国内华达州的批准，可在该州的公共道路上测试Robotaxi服务，该消息推动了特斯拉股价周四收涨约6%。周五另有媒体得到了内华达州有关部门对这一消息的确认。股价表现显示，投资者对特斯拉在自动驾驶和AI领域的扩张前景充满期待。特斯拉CEO马斯克本月曾表示，特斯拉可能从人形机器人Optimus业务中获得80%的长期价值，同时公司正努力扩展其新兴的Robotaxi业务。特斯拉本周推出新一代储能产品Megapack 3和Megablock系统，号称可大幅缩短安装时间并降低建设成本，特斯拉在中国推出的加长轴距版六座纯电SUV——Model Y L热销，均被视为股价推手。上周媒体称，8月19日上市以来，Model Y L已预订12万辆，日均订单近1万辆。华尔街见闻本周提到，Model Y L 10月已售罄，新订单显示最早预计11月交付。此外，特斯拉董事会上周公布了史无前例的马斯克薪酬计划，潜在价值高达1万亿美元，旨在确保这位关键领导者未来十年继续专注于特斯拉发展。这一打开特斯拉机器人“想象空间”并留下合并xAI空间的“万亿薪酬包”同样被视为特斯拉的利好。方案公布当天，上周五特斯拉收涨3.6%。特斯拉董事长Robyn Denholm本周五公开为马斯克的薪酬方案站台，称只有马斯克能够领导公司未来十年实现向人工智能（AI）和机器人领域的转型。内华达确认本周发出测试许可本周四，在社交媒体X拥有超过95.7万粉丝的特斯拉支持者Sawyer Merritt发帖称，周四当天，内华达州机动车辆管理局 (DMV) 的商业许可办公室批准了特斯拉的测试注册认证，他得到了DMV的确认，而且“自动驾驶牌照和注册证书也已于昨天（周三）寄给特斯拉”。周五，一名DMV的代表向媒体证实，特斯拉已于9月3日上周三提交了测试注册认证，并于本周三由其营业执照办公室（OBL）团队处理。DMV的发言人Hailey Foster解释说，这意味着特斯拉目前已获准在该州测试自动驾驶汽车，但尚不能将这些车辆作为一项已部署的服务投入常规运营。她在电邮中写道：“特斯拉仍需完成运营自我认证流程，才能推出完整的项目，例如Robotaxi。”评论指出，内华达州对自动驾驶汽车测试的监管环境相对友好。特斯拉只需填写测试注册许可表格，经州机动车辆管理局审查后即可获得合规证书和红色测试车牌。获得不过，要正式运营商业robotaxi服务，特斯拉仍需完成“运营自我认证”程序。获得认证将允许特斯拉在内华达州运营类似于其6月在奥斯汀推出的服务。马斯克加速Robotaxi扩张特斯拉今年6月22日开始在得州奥斯汀首次提供由SUV车型Model Y提供的Robotaxi服务，并于7月末将此类服务扩展至加州湾区。马斯克7月23日在特斯拉的二季度财报电话会议上勾勒了Robotaxi扩张的路线图。他说：“我们预计将大幅扩展服务范围，希望在一两周内实现远超竞争对手的覆盖范围。我们将会获得监管部门的批准，将在（加州）湾区、内华达州、亚利桑那州、佛罗里达州和其他一些地区推出这项服务。一旦获得批准并证明其安全性，我们将在全美大部分地区推出自动驾驶叫车服务。我认为，到今年年底，我们大概能覆盖美国一半的人口。这至少是我们的目标，前提是获得监管部门的批准。”马斯克上周表示，特斯拉可能在今年底以前移除目前Robotaxi服务要求车辆内配有的安全驾驶员。他在X发帖称：\"安全驾驶员只是在最初几个月需要，以确保额外安全。到年底应该不需要安全驾驶员了。\"本周稍早有媒体报道，特斯拉已开始向加州多个机场申请批准，允许其无人驾驶叫车服务在机场接送乘客。储能业务推出革命性产品特斯拉本周一发布了Megapack 3和Megablock储能系统。此后有分析师认为，这些新品是颠覆储能业务的Game Changer。Megapack 3是该公司最新的电池储能系统，采用更新的电池技术和电子设备。Megablock作为预工程化系统，将电池、开关设备和变压器整合为一体，实现23%的安装提速和40%的建设成本降低。William Blair分析师Jed Dorsheimer表示，这体现了特斯拉\"制造专业知识、简化流程和垂直整合\"的核心优势。特斯拉储能业务过去12个月销售额约110亿美元，同比增长43%。储能容量部署达37.9千兆瓦时，同比增长83%，足够为约4000个美国家庭供电一年。尽管储能业务仅占总销售额12%，但增长势头强劲，而汽车业务规模约为储能业务七倍。马斯克在X平台称，公司还开始生产自主变压器。分析师指出，随着美国环保税收抵免在今年下半年取消，需关注利润率变化情况。董事长称只有马斯克能领导特斯拉AI和机器人转型特斯拉董事长Robyn Denholm周五在媒体访谈中表示，除马斯克外没有其他人能够领导公司向AI和机器人转型。Denholm说：\"他是一代领袖。没有其他像马斯克这样的人能够在未来十年左右真正领导这家公司。\"虽然马斯克仍将参与外部公司事务，但Denholm为马斯克提供了强有力背书，指出过往的成绩已经证明，马斯克仍然能为特斯拉创造业绩。她说：“他过去就是那样的。从我们的角度来看，将他的创造力投入到特斯拉以外的各种业务中，实际上对特斯拉很有帮助。”特斯拉董事会上周公布的马斯克薪酬方案，该方案将于11月交由股东投票决定。相关文件显示，最新CEO奖励的价值为878亿美元，如果马斯克达到所有业绩目标并获得所有限制性股票，该数字将膨胀至约1万亿美元。这项激励计划要求马斯克，未来十年内实现一系列雄心勃勃的目标，包括将特斯拉市值提升至8.5万亿美元、交付2000万辆电动汽车、投产100万辆Robotaxi和100万个人形机器人。该薪酬方案旨在将马斯克持股比例提升至至少25%，增强其在公司的投票权。特斯拉在监管文件中承认，马斯克曾\"真诚地\"威胁如果得不到控制权保证和过往服务补偿将离开公司。对特斯拉来说，继任计划已成为一个更加突出的问题，因为马斯克一直在争取更大的股份，并在公开评论中暗示，如果没有更大的控制权，他可能在其他领域发展AI等业务。本次薪酬方案要求马斯克参与制定长期CEO继任框架。Denholm本周五提到了特斯拉的继任规划过程。她承认，马斯克可能转任首席产品官等其他领导职务的可能性，称这在薪酬计划中\"有所考虑\"。Denholm说，CEO继任“可能是投资者最常问我的问题”。如果特斯拉突然需要新的领导者，公司会制定应急计划，而且薪酬方案中也包含一个长期的流程寻找马斯克的真正继任者。她说：“我们希望确保在未来某个时候拥有合适的领导者，以便实现有序的过渡。因此，将继任计划纳入其中是我们经过深思熟虑的。”万亿薪酬计划的深层考量这项创纪录薪酬方案是在马斯克2018年价值超过500亿美元的薪酬包被特拉华州法院否决后提出的。特斯拉董事会今年8月初还授予了马斯克价值约300亿美元的临时股票奖励。摩根士丹利分析师认为，该方案最重要意义在于将\"机器人\"交付量和调整后EBITDA大幅增长作为核心考核内容。方案将\"机器人\"定义为\"使用人工智能实现移动的任何机器人或其他实体产品\"，为特斯拉在机器人领域打开巨大想象空间。薪酬计划还包含关键条款，允许在发生\"重大\"收购活动时调整业绩目标，被解读为特斯拉与马斯克旗下人工智能公司xAI潜在合并铺路。特斯拉监管文件包含非约束性提案，建议投资xAI，两公司已在多个领域开展合作。分析师指出，要实现4000亿美元的最高EBITDA目标，需要来自\"Optimus机器人和其他AI机器人终端市场的巨大贡献\"。马斯克本月表示，特斯拉长期价值的80%可能来自Optimus人形机器人。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":478063836582736,"gmtCreate":1757721106657,"gmtModify":1757721109522,"author":{"id":"4092032122452460","authorId":"4092032122452460","name":"嘞撸虎7","avatar":"https://static.tigerbbs.com/451ff62190f624c13c07b54476dd5930","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":11,"crmLevelSwitch":1,"idStr":"4092032122452460","authorIdStr":"4092032122452460"},"htmlText":"閱","listText":"閱","text":"閱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/478063836582736","repostId":1180367918,"repostType":4,"repost":{"id":"1180367918","kind":"news","pubTimestamp":1757715711,"share":"https://ttm.financial/m/news/1180367918?lang=en_US&edition=fundamental","pubTime":"2025-09-13 06:21","market":"us","language":"zh","title":"It rose nearly 14% in two days! Tesla's stock price exploded, what happened?","url":"https://stock-news.laohu8.com/highlight/detail?id=1180367918","media":"华尔街见闻","summary":"美东时间12日周五，特斯拉股价高开高走，收涨约7.4%，创将近三个月来最大日涨幅，抹平近七个半月以来所有跌幅，收创1月31日以来新高。方案公布当天，上周五特斯拉收涨3.6%。储能业务推出革命性产品特斯拉本周一发布了Megapack 3和Megablock储能系统。特斯拉储能业务过去12个月销售额约110亿美元，同比增长43%。特斯拉董事会上周公布的马斯克薪酬方案，该方案将于11月交由股东投票决定。","content":"<html><head></head><body>Recent benefits include: Nevada confirmed that it issued a Robotaxi test license to Tesla this week; Tesla releases revolutionary energy storage products Megapack 3 and Megablock system; Model Y L Hot sales in China; Musk's \"trillion salary package\". Tesla's chairman said that only Musk can lead the company's AI and robotics transformation in the next ten years. The salary plan takes into account the possibility of his transfer to other leadership positions such as chief product officer, and includes the process of finding a successor.On Friday, 12th Eastern Time, Tesla's stock price opened higher and moved higher, closing up about 7.4%, the largest daily increase in nearly three months, smoothing out all losses in nearly seven and a half months, and closing at a new high since January 31. new high.<img src=\"https://static.tigerbbs.com/5b2045505798d5252cb328fe914fd517\" tg-width=\"560\" tg-height=\"240\"/>As of Friday's close, Tesla's stock price had risen by more than 13.8% in the past two days, far ahead of other technology giants and the broader market. Why did Tesla explode? What happened?Judging from recent news, Tesla's surge has little to do with the company's traditional electric vehicle business. The most direct benefit comes from Tesla's self-driving taxi business Robotaxi.Reports on Friday pointed out that news on Thursday that Tesla has received approval from the state of Nevada to test Robotaxi services on public roads in the state drove Tesla's shares up about 6% on Thursday. On Friday, another media received confirmation from relevant departments in Nevada.The stock price performance shows that investors are full of expectations for Tesla's expansion prospects in autonomous driving and AI. Tesla CEO Musk said this month that Tesla may gain 80% of the long-term value from the humanoid robot Optimus business, while the company works to expand its emerging Robotaxi business.Tesla launched a new generation of energy storage products Megapack 3 and Megablock system this week, claiming to significantly shorten installation time and reduce construction costs. Tesla's extended wheelbase version of six-seat pure electric SUV in China, Model Y L, is selling well. Both are regarded as stock price drivers. Last week, the media said that since its launch on August 19, 120,000 Model Y L units have been reserved, with an average daily order of nearly 10,000 units. Wall Street News mentioned this week that the Model Y L was sold out in October, and new orders show that it is expected to be delivered as early as November.In addition, Tesla's board of directors last week unveiled an unprecedented Musk compensation plan, potentially worth up to $1 trillion, aiming to ensure that the key leader continues to focus on Tesla development over the next decade. This \"trillion-dollar salary package\" that opens up the \"imagination space\" of Tesla robots and leaves the merged xAI space is also regarded as a benefit for Tesla. On the day the plan was announced, Tesla closed up 3.6% last Friday.Tesla Chairman Robyn Denholm publicly supported Musk's salary plan on Friday, saying that only Musk can lead the company's transformation to artificial intelligence (AI) and robotics in the next decade.<h2 id=\"562d6f1d\">Nevada confirms testing clearance issued this week</h2>On Thursday, Sawyer Merritt, a Tesla supporter with more than 957,000 followers on social media X, posted that on Thursday, the Business Licensing Office of the Nevada Department of Motor Vehicles (DMV) approved Tesla's test registration certification, he was confirmed by the DMV, and \"the autonomous driving license plate and registration certificate were also sent to Tesla yesterday (Wednesday).\"On Friday, a representative of the DMV confirmed to the media that Tesla had submitted test registration certification last Wednesday, September 3, and it was processed by its Office of Business Licenses (OBL) team this Wednesday.Hailey Foster, a spokesperson for the DMV, explained that this means Tesla is currently approved to test autonomous vehicles in the state, but cannot yet put these vehicles into regular operations as a deployed service. She wrote in an email:\"Tesla still needs to complete the operational self-certification process before it can launch a full project, such as Robotaxi.\"The commentary pointed out that Nevada's regulatory environment for self-driving car testing is relatively friendly. Tesla only needs to fill out a test registration permit form, and after being reviewed by the state Department of Motor Vehicles, it will receive a compliance certificate and a red test license plate. However, to officially operate commercial robotaxi services, Tesla still needs to complete the \"operational self-certification\" process. Getting certified would allow Tesla to operate a service in Nevada similar to what it launched in Austin in June.<h2 id=\"b7890bbb\">Musk accelerates Robotaxi expansion</h2>Tesla began providing Robotaxi services provided by the SUV Model Y for the first time in Austin, Texas on June 22 this year, and expanded such services to the California Bay Area at the end of July.Musk outlined the roadmap for Robotaxi's expansion on Tesla's second-quarter earnings call on July 23. He said:\"We expect to greatly expand our service scope, hoping to achieve coverage far exceeding that of our competitors within a week or two. We will get regulatory approval to launch this service in the (California) Bay Area, Nevada, Arizona, Florida and some other areas. Once approved and proved safe, we will launch self-driving ride-hailing service in most parts of the United States.I think that by the end of this year, we can probably cover half the population of the United States. That is at least our goal, subject to regulatory approval. \"Musk said last week that Tesla may remove safety drivers in vehicles currently required by Robotaxi services by the end of this year. He posted on X: \"Safety drivers are only needed in the first few months to ensure extra safety. By the end of the year, safety drivers should not be needed.\"Earlier this week, media reported that Tesla had begun applying for approval from multiple airports in California to allow its driverless ride-hailing service to pick up and drop off passengers at airports.<h2 id=\"1910ae2a\">Energy storage business launches revolutionary product</h2>Tesla released the Megapack 3 and Megablock energy storage systems on Monday.Since then, some analysts have believed that these new products are Game Changers that disrupt the energy storage business.The Megapack 3 is the company's latest battery energy storage system, featuring updated battery technology and electronics. As a pre-engineered system, Megablock integrates batteries, switchgear and transformers, achieving 23% installation speed and 40% construction cost reduction.William Blair analyst Jed Dorsheimer said this reflects Tesla's core strengths of \"manufacturing expertise, streamlined processes and vertical integration.\"Tesla's energy storage business generated sales of about $11 billion in the past 12 months, a year-on-year increase of 43%. Energy storage capacity deployment reached 37.9 gigawatt-hours, a year-on-year increase of 83%, enough to power approximately 4,000 U.S. homes for a year. Although the energy storage business accounts for only 12% of total sales, growth is strong, while the automotive business is about seven times the size of the energy storage business.Musk said on the X platform that the company has also begun to produce independent transformers. Analysts pointed out that as the U.S. environmental tax credit is cancelled in the second half of this year, it is necessary to pay attention to changes in profit margins.<h2 id=\"9444c335\">Chairman says only Musk can lead Tesla's AI and robotics transformation</h2>Tesla Chairman Robyn Denholm said in a media interview on Friday that no one else except Musk can lead the company's transformation to AI and robotics. Denholm says:\"He's a generational leader. No one else like Musk will actually lead this company in the next decade or so.\"Although Musk will still be involved in external company affairs, Denholm provided a strong endorsement for Musk, pointing out that past achievements have proved that Musk can still create performance for Tesla. She said:\"He used to be that way. From our perspective, putting his creativity into various businesses outside of Tesla actually helped Tesla a lot.\"Tesla's board of directors announced Musk's compensation package last week, which will be submitted to shareholders' vote in November.Relevant documents show that the value of the latest CEO award is $87.8 billion, which will balloon to about $1 trillion if Musk meets all performance targets and gets all restricted stocks. The incentive plan requires Musk to achieve a series of ambitious goals within the next decade, including increasing Tesla's market value to US $8.5 trillion, delivering 20 million electric vehicles, and putting into production 1 million Robotaxi and 1 million humanoid robots.The compensation package aims to increase Musk's shareholding ratio to at least 25% and enhance his voting rights in the company. Tesla acknowledged in regulatory filings that Musk had threatened \"in good faith\" to leave the company if he did not receive control guarantees and past service compensation.Succession planning has become an even more prominent issue for Tesla, as Musk has been campaigning for a larger stake and has hinted in public comments that he may develop AI in other areas without greater control. and other businesses. This compensation package requires Musk to participate in the formulation of a long-term CEO succession framework.Denholm mentioned Tesla's succession planning process this Friday. She acknowledged the possibility that Musk could move to other leadership roles such as chief product officer, saying it was \"considered\" in the compensation plan.CEO succession \"is probably the most common question investors ask me,\" Denholm said. If Tesla suddenly needs a new leader, the company will make contingency plans, and the compensation package also includes a long-term process to find Musk's true successor.\"We want to make sure that we have the right leaders at some point in the future so that we can have an orderly transition. So including succession planning in this is something we have thought through,\" she said.<h2 id=\"85f6dfb3\">In-depth considerations of the trillion-dollar salary plan</h2>The record pay package comes after Musk's 2018 pay package worth more than $50 billion was struck down by a Delaware court. Tesla's board of directors also awarded Musk temporary stock awards worth about $30 billion in early August this year.Morgan Stanley analysts believe that the most important significance of this plan is to take the substantial increase of \"robot\" delivery volume and adjusted EBITDA as the core assessment content. The plan defines \"robot\" as \"any robot or other physical product that uses artificial intelligence to move\", opening up huge imagination space for Tesla in the field of robotics.The compensation plan also contains key provisions that allow performance targets to be adjusted in the event of \"significant\" acquisition activity, which is interpreted as paving the way for a potential merger between Tesla and Musk's artificial intelligence company xAI. Tesla's regulatory filings contain non-binding proposals to invest in xAI, and the two companies have cooperated in multiple fields.Analysts pointed out that achieving the maximum EBITDA target of $400 billion will require \"significant contributions from Optimus robotics and other AI robotics end markets.\" Musk said this month that 80% of Tesla's long-term value could come from the Optimus humanoid robot.</body></html>","source":"wallstreetcn_api","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\" />\n<title>It rose nearly 14% in two days! Tesla's stock price exploded, what happened?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\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\">\nIt rose nearly 14% in two days! Tesla's stock price exploded, what happened?\n</h2>\n<h4 class=\"meta\">\n\n华尔街见闻2025-09-13 06:21\n\n</h4>\n</header>\n<article>\n<html><head></head><body>Recent benefits include: Nevada confirmed that it issued a Robotaxi test license to Tesla this week; Tesla releases revolutionary energy storage products Megapack 3 and Megablock system; Model Y L Hot sales in China; Musk's \"trillion salary package\". Tesla's chairman said that only Musk can lead the company's AI and robotics transformation in the next ten years. The salary plan takes into account the possibility of his transfer to other leadership positions such as chief product officer, and includes the process of finding a successor.On Friday, 12th Eastern Time, Tesla's stock price opened higher and moved higher, closing up about 7.4%, the largest daily increase in nearly three months, smoothing out all losses in nearly seven and a half months, and closing at a new high since January 31. new high.<img src=\"https://static.tigerbbs.com/5b2045505798d5252cb328fe914fd517\" tg-width=\"560\" tg-height=\"240\"/>As of Friday's close, Tesla's stock price had risen by more than 13.8% in the past two days, far ahead of other technology giants and the broader market. Why did Tesla explode? What happened?Judging from recent news, Tesla's surge has little to do with the company's traditional electric vehicle business. The most direct benefit comes from Tesla's self-driving taxi business Robotaxi.Reports on Friday pointed out that news on Thursday that Tesla has received approval from the state of Nevada to test Robotaxi services on public roads in the state drove Tesla's shares up about 6% on Thursday. On Friday, another media received confirmation from relevant departments in Nevada.The stock price performance shows that investors are full of expectations for Tesla's expansion prospects in autonomous driving and AI. Tesla CEO Musk said this month that Tesla may gain 80% of the long-term value from the humanoid robot Optimus business, while the company works to expand its emerging Robotaxi business.Tesla launched a new generation of energy storage products Megapack 3 and Megablock system this week, claiming to significantly shorten installation time and reduce construction costs. Tesla's extended wheelbase version of six-seat pure electric SUV in China, Model Y L, is selling well. Both are regarded as stock price drivers. Last week, the media said that since its launch on August 19, 120,000 Model Y L units have been reserved, with an average daily order of nearly 10,000 units. Wall Street News mentioned this week that the Model Y L was sold out in October, and new orders show that it is expected to be delivered as early as November.In addition, Tesla's board of directors last week unveiled an unprecedented Musk compensation plan, potentially worth up to $1 trillion, aiming to ensure that the key leader continues to focus on Tesla development over the next decade. This \"trillion-dollar salary package\" that opens up the \"imagination space\" of Tesla robots and leaves the merged xAI space is also regarded as a benefit for Tesla. On the day the plan was announced, Tesla closed up 3.6% last Friday.Tesla Chairman Robyn Denholm publicly supported Musk's salary plan on Friday, saying that only Musk can lead the company's transformation to artificial intelligence (AI) and robotics in the next decade.<h2 id=\"562d6f1d\">Nevada confirms testing clearance issued this week</h2>On Thursday, Sawyer Merritt, a Tesla supporter with more than 957,000 followers on social media X, posted that on Thursday, the Business Licensing Office of the Nevada Department of Motor Vehicles (DMV) approved Tesla's test registration certification, he was confirmed by the DMV, and \"the autonomous driving license plate and registration certificate were also sent to Tesla yesterday (Wednesday).\"On Friday, a representative of the DMV confirmed to the media that Tesla had submitted test registration certification last Wednesday, September 3, and it was processed by its Office of Business Licenses (OBL) team this Wednesday.Hailey Foster, a spokesperson for the DMV, explained that this means Tesla is currently approved to test autonomous vehicles in the state, but cannot yet put these vehicles into regular operations as a deployed service. She wrote in an email:\"Tesla still needs to complete the operational self-certification process before it can launch a full project, such as Robotaxi.\"The commentary pointed out that Nevada's regulatory environment for self-driving car testing is relatively friendly. Tesla only needs to fill out a test registration permit form, and after being reviewed by the state Department of Motor Vehicles, it will receive a compliance certificate and a red test license plate. However, to officially operate commercial robotaxi services, Tesla still needs to complete the \"operational self-certification\" process. Getting certified would allow Tesla to operate a service in Nevada similar to what it launched in Austin in June.<h2 id=\"b7890bbb\">Musk accelerates Robotaxi expansion</h2>Tesla began providing Robotaxi services provided by the SUV Model Y for the first time in Austin, Texas on June 22 this year, and expanded such services to the California Bay Area at the end of July.Musk outlined the roadmap for Robotaxi's expansion on Tesla's second-quarter earnings call on July 23. He said:\"We expect to greatly expand our service scope, hoping to achieve coverage far exceeding that of our competitors within a week or two. We will get regulatory approval to launch this service in the (California) Bay Area, Nevada, Arizona, Florida and some other areas. Once approved and proved safe, we will launch self-driving ride-hailing service in most parts of the United States.I think that by the end of this year, we can probably cover half the population of the United States. That is at least our goal, subject to regulatory approval. \"Musk said last week that Tesla may remove safety drivers in vehicles currently required by Robotaxi services by the end of this year. He posted on X: \"Safety drivers are only needed in the first few months to ensure extra safety. By the end of the year, safety drivers should not be needed.\"Earlier this week, media reported that Tesla had begun applying for approval from multiple airports in California to allow its driverless ride-hailing service to pick up and drop off passengers at airports.<h2 id=\"1910ae2a\">Energy storage business launches revolutionary product</h2>Tesla released the Megapack 3 and Megablock energy storage systems on Monday.Since then, some analysts have believed that these new products are Game Changers that disrupt the energy storage business.The Megapack 3 is the company's latest battery energy storage system, featuring updated battery technology and electronics. As a pre-engineered system, Megablock integrates batteries, switchgear and transformers, achieving 23% installation speed and 40% construction cost reduction.William Blair analyst Jed Dorsheimer said this reflects Tesla's core strengths of \"manufacturing expertise, streamlined processes and vertical integration.\"Tesla's energy storage business generated sales of about $11 billion in the past 12 months, a year-on-year increase of 43%. Energy storage capacity deployment reached 37.9 gigawatt-hours, a year-on-year increase of 83%, enough to power approximately 4,000 U.S. homes for a year. Although the energy storage business accounts for only 12% of total sales, growth is strong, while the automotive business is about seven times the size of the energy storage business.Musk said on the X platform that the company has also begun to produce independent transformers. Analysts pointed out that as the U.S. environmental tax credit is cancelled in the second half of this year, it is necessary to pay attention to changes in profit margins.<h2 id=\"9444c335\">Chairman says only Musk can lead Tesla's AI and robotics transformation</h2>Tesla Chairman Robyn Denholm said in a media interview on Friday that no one else except Musk can lead the company's transformation to AI and robotics. Denholm says:\"He's a generational leader. No one else like Musk will actually lead this company in the next decade or so.\"Although Musk will still be involved in external company affairs, Denholm provided a strong endorsement for Musk, pointing out that past achievements have proved that Musk can still create performance for Tesla. She said:\"He used to be that way. From our perspective, putting his creativity into various businesses outside of Tesla actually helped Tesla a lot.\"Tesla's board of directors announced Musk's compensation package last week, which will be submitted to shareholders' vote in November.Relevant documents show that the value of the latest CEO award is $87.8 billion, which will balloon to about $1 trillion if Musk meets all performance targets and gets all restricted stocks. The incentive plan requires Musk to achieve a series of ambitious goals within the next decade, including increasing Tesla's market value to US $8.5 trillion, delivering 20 million electric vehicles, and putting into production 1 million Robotaxi and 1 million humanoid robots.The compensation package aims to increase Musk's shareholding ratio to at least 25% and enhance his voting rights in the company. Tesla acknowledged in regulatory filings that Musk had threatened \"in good faith\" to leave the company if he did not receive control guarantees and past service compensation.Succession planning has become an even more prominent issue for Tesla, as Musk has been campaigning for a larger stake and has hinted in public comments that he may develop AI in other areas without greater control. and other businesses. This compensation package requires Musk to participate in the formulation of a long-term CEO succession framework.Denholm mentioned Tesla's succession planning process this Friday. She acknowledged the possibility that Musk could move to other leadership roles such as chief product officer, saying it was \"considered\" in the compensation plan.CEO succession \"is probably the most common question investors ask me,\" Denholm said. If Tesla suddenly needs a new leader, the company will make contingency plans, and the compensation package also includes a long-term process to find Musk's true successor.\"We want to make sure that we have the right leaders at some point in the future so that we can have an orderly transition. So including succession planning in this is something we have thought through,\" she said.<h2 id=\"85f6dfb3\">In-depth considerations of the trillion-dollar salary plan</h2>The record pay package comes after Musk's 2018 pay package worth more than $50 billion was struck down by a Delaware court. Tesla's board of directors also awarded Musk temporary stock awards worth about $30 billion in early August this year.Morgan Stanley analysts believe that the most important significance of this plan is to take the substantial increase of \"robot\" delivery volume and adjusted EBITDA as the core assessment content. The plan defines \"robot\" as \"any robot or other physical product that uses artificial intelligence to move\", opening up huge imagination space for Tesla in the field of robotics.The compensation plan also contains key provisions that allow performance targets to be adjusted in the event of \"significant\" acquisition activity, which is interpreted as paving the way for a potential merger between Tesla and Musk's artificial intelligence company xAI. Tesla's regulatory filings contain non-binding proposals to invest in xAI, and the two companies have cooperated in multiple fields.Analysts pointed out that achieving the maximum EBITDA target of $400 billion will require \"significant contributions from Optimus robotics and other AI robotics end markets.\" Musk said this month that 80% of Tesla's long-term value could come from the Optimus humanoid robot.</body></html>\n<div class=\"bt-text\">\n\n\n source：<a href=\"https://wallstreetcn.com/articles/3755510\">华尔街见闻</a>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉","TSLL":"2倍做多TSLA ETF-Direxion"},"source_url":"https://wallstreetcn.com/articles/3755510","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180367918","content_text":"近期利好包括：内华达州确认本周向特斯拉发出Robotaxi测试许可；特斯拉发布革命性储能产品Megapack 3和Megablock系统；Model Y L在华热销；马斯克“万亿薪酬包”。特斯拉董事长称，只有马斯克能未来十年领导公司AI和机器人转型，薪酬方案考虑到他转任首席产品官等其他领导职务的可能，并包含寻找继任者的流程。美东时间12日周五，特斯拉股价高开高走，收涨约7.4%，创将近三个月来最大日涨幅，抹平近七个半月以来所有跌幅，收创1月31日以来新高。到周五收盘，特斯拉股价最近两日已累涨逾13.8%，遥遥领先其他科技巨头和大盘。为何特斯拉大爆发？发生了什么？从最近的消息看，特斯拉此轮大涨和公司传统的电动汽车业务关系不大，最直接的利好来自特斯拉的自动驾驶出租车业务Robotaxi。周五有报道指出，周四传出消息称，特斯拉已获得美国内华达州的批准，可在该州的公共道路上测试Robotaxi服务，该消息推动了特斯拉股价周四收涨约6%。周五另有媒体得到了内华达州有关部门对这一消息的确认。股价表现显示，投资者对特斯拉在自动驾驶和AI领域的扩张前景充满期待。特斯拉CEO马斯克本月曾表示，特斯拉可能从人形机器人Optimus业务中获得80%的长期价值，同时公司正努力扩展其新兴的Robotaxi业务。特斯拉本周推出新一代储能产品Megapack 3和Megablock系统，号称可大幅缩短安装时间并降低建设成本，特斯拉在中国推出的加长轴距版六座纯电SUV——Model Y L热销，均被视为股价推手。上周媒体称，8月19日上市以来，Model Y L已预订12万辆，日均订单近1万辆。华尔街见闻本周提到，Model Y L 10月已售罄，新订单显示最早预计11月交付。此外，特斯拉董事会上周公布了史无前例的马斯克薪酬计划，潜在价值高达1万亿美元，旨在确保这位关键领导者未来十年继续专注于特斯拉发展。这一打开特斯拉机器人“想象空间”并留下合并xAI空间的“万亿薪酬包”同样被视为特斯拉的利好。方案公布当天，上周五特斯拉收涨3.6%。特斯拉董事长Robyn Denholm本周五公开为马斯克的薪酬方案站台，称只有马斯克能够领导公司未来十年实现向人工智能（AI）和机器人领域的转型。内华达确认本周发出测试许可本周四，在社交媒体X拥有超过95.7万粉丝的特斯拉支持者Sawyer Merritt发帖称，周四当天，内华达州机动车辆管理局 (DMV) 的商业许可办公室批准了特斯拉的测试注册认证，他得到了DMV的确认，而且“自动驾驶牌照和注册证书也已于昨天（周三）寄给特斯拉”。周五，一名DMV的代表向媒体证实，特斯拉已于9月3日上周三提交了测试注册认证，并于本周三由其营业执照办公室（OBL）团队处理。DMV的发言人Hailey Foster解释说，这意味着特斯拉目前已获准在该州测试自动驾驶汽车，但尚不能将这些车辆作为一项已部署的服务投入常规运营。她在电邮中写道：“特斯拉仍需完成运营自我认证流程，才能推出完整的项目，例如Robotaxi。”评论指出，内华达州对自动驾驶汽车测试的监管环境相对友好。特斯拉只需填写测试注册许可表格，经州机动车辆管理局审查后即可获得合规证书和红色测试车牌。获得不过，要正式运营商业robotaxi服务，特斯拉仍需完成“运营自我认证”程序。获得认证将允许特斯拉在内华达州运营类似于其6月在奥斯汀推出的服务。马斯克加速Robotaxi扩张特斯拉今年6月22日开始在得州奥斯汀首次提供由SUV车型Model Y提供的Robotaxi服务，并于7月末将此类服务扩展至加州湾区。马斯克7月23日在特斯拉的二季度财报电话会议上勾勒了Robotaxi扩张的路线图。他说：“我们预计将大幅扩展服务范围，希望在一两周内实现远超竞争对手的覆盖范围。我们将会获得监管部门的批准，将在（加州）湾区、内华达州、亚利桑那州、佛罗里达州和其他一些地区推出这项服务。一旦获得批准并证明其安全性，我们将在全美大部分地区推出自动驾驶叫车服务。我认为，到今年年底，我们大概能覆盖美国一半的人口。这至少是我们的目标，前提是获得监管部门的批准。”马斯克上周表示，特斯拉可能在今年底以前移除目前Robotaxi服务要求车辆内配有的安全驾驶员。他在X发帖称：\"安全驾驶员只是在最初几个月需要，以确保额外安全。到年底应该不需要安全驾驶员了。\"本周稍早有媒体报道，特斯拉已开始向加州多个机场申请批准，允许其无人驾驶叫车服务在机场接送乘客。储能业务推出革命性产品特斯拉本周一发布了Megapack 3和Megablock储能系统。此后有分析师认为，这些新品是颠覆储能业务的Game Changer。Megapack 3是该公司最新的电池储能系统，采用更新的电池技术和电子设备。Megablock作为预工程化系统，将电池、开关设备和变压器整合为一体，实现23%的安装提速和40%的建设成本降低。William Blair分析师Jed Dorsheimer表示，这体现了特斯拉\"制造专业知识、简化流程和垂直整合\"的核心优势。特斯拉储能业务过去12个月销售额约110亿美元，同比增长43%。储能容量部署达37.9千兆瓦时，同比增长83%，足够为约4000个美国家庭供电一年。尽管储能业务仅占总销售额12%，但增长势头强劲，而汽车业务规模约为储能业务七倍。马斯克在X平台称，公司还开始生产自主变压器。分析师指出，随着美国环保税收抵免在今年下半年取消，需关注利润率变化情况。董事长称只有马斯克能领导特斯拉AI和机器人转型特斯拉董事长Robyn Denholm周五在媒体访谈中表示，除马斯克外没有其他人能够领导公司向AI和机器人转型。Denholm说：\"他是一代领袖。没有其他像马斯克这样的人能够在未来十年左右真正领导这家公司。\"虽然马斯克仍将参与外部公司事务，但Denholm为马斯克提供了强有力背书，指出过往的成绩已经证明，马斯克仍然能为特斯拉创造业绩。她说：“他过去就是那样的。从我们的角度来看，将他的创造力投入到特斯拉以外的各种业务中，实际上对特斯拉很有帮助。”特斯拉董事会上周公布的马斯克薪酬方案，该方案将于11月交由股东投票决定。相关文件显示，最新CEO奖励的价值为878亿美元，如果马斯克达到所有业绩目标并获得所有限制性股票，该数字将膨胀至约1万亿美元。这项激励计划要求马斯克，未来十年内实现一系列雄心勃勃的目标，包括将特斯拉市值提升至8.5万亿美元、交付2000万辆电动汽车、投产100万辆Robotaxi和100万个人形机器人。该薪酬方案旨在将马斯克持股比例提升至至少25%，增强其在公司的投票权。特斯拉在监管文件中承认，马斯克曾\"真诚地\"威胁如果得不到控制权保证和过往服务补偿将离开公司。对特斯拉来说，继任计划已成为一个更加突出的问题，因为马斯克一直在争取更大的股份，并在公开评论中暗示，如果没有更大的控制权，他可能在其他领域发展AI等业务。本次薪酬方案要求马斯克参与制定长期CEO继任框架。Denholm本周五提到了特斯拉的继任规划过程。她承认，马斯克可能转任首席产品官等其他领导职务的可能性，称这在薪酬计划中\"有所考虑\"。Denholm说，CEO继任“可能是投资者最常问我的问题”。如果特斯拉突然需要新的领导者，公司会制定应急计划，而且薪酬方案中也包含一个长期的流程寻找马斯克的真正继任者。她说：“我们希望确保在未来某个时候拥有合适的领导者，以便实现有序的过渡。因此，将继任计划纳入其中是我们经过深思熟虑的。”万亿薪酬计划的深层考量这项创纪录薪酬方案是在马斯克2018年价值超过500亿美元的薪酬包被特拉华州法院否决后提出的。特斯拉董事会今年8月初还授予了马斯克价值约300亿美元的临时股票奖励。摩根士丹利分析师认为，该方案最重要意义在于将\"机器人\"交付量和调整后EBITDA大幅增长作为核心考核内容。方案将\"机器人\"定义为\"使用人工智能实现移动的任何机器人或其他实体产品\"，为特斯拉在机器人领域打开巨大想象空间。薪酬计划还包含关键条款，允许在发生\"重大\"收购活动时调整业绩目标，被解读为特斯拉与马斯克旗下人工智能公司xAI潜在合并铺路。特斯拉监管文件包含非约束性提案，建议投资xAI，两公司已在多个领域开展合作。分析师指出，要实现4000亿美元的最高EBITDA目标，需要来自\"Optimus机器人和其他AI机器人终端市场的巨大贡献\"。马斯克本月表示，特斯拉长期价值的80%可能来自Optimus人形机器人。","news_type":1,"symbols_score_info":{"TSLA":1.1,"TSLL":1.1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":17,"commentSize":1,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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