Tesla Bulls Gary Black, Dan Ives Optimistic Elon Musk And Board Will 'Ultimately' Resolve Voting Rights, Compensation Issues
Tesla Bulls Gary Black, Dan Ives Optimistic Elon Musk And Board Will 'Ultimately' Resolve Voting Rights, Compensation Issues
Tesla Inc (NASDAQ:TSLA) bulls are optimistic about a speedy resolution to CEO Elon Musk's request for a new compensation package and 25% voting rights at the company.
特斯拉公司（納斯達克股票代碼：TSLA）多頭對迅速解決首席執行官埃隆·馬斯克關於新的薪酬待遇和公司25％投票權的要求持樂觀態度。
What Happened: Musk took to X on Monday evening and said that he would be uncomfortable growing AI/robotics at Tesla without at least 25% voting control. Without it, the CEO said, he would prefer to build products outside of Tesla.
發生了什麼：週一晚上，馬斯克對X表示，如果沒有至少 25% 的投票控制權，他在特斯拉發展人工智能/機器人技術方面會感到不舒服。首席執行官說，如果沒有它，他寧願在特斯拉之外生產產品。
The 25% voting rights, Musk said, would ensure that he has enough to be influential but not so much that he cannot be overridden. At below 15% stake his decisions are easily overridden, the CEO added.
馬斯克說，25％的投票權將確保他有足夠的影響力，但不會太大，以至於他無法被推翻。首席執行官補充說，在股份低於15％的情況下，他的決定很容易被推翻。
Musk currently owns over 411 million Tesla shares, putting his stake at about 13%.
馬斯克目前擁有超過4.11億股特斯拉股票，其股份約爲13％。
Bulls' Take: Future Fund Managing Partner Gary Black noted that Tesla bears and critics are hyping Musk's demand more than necessary as there is still plenty of time for the board and the CEO to come up with a new compensation plan that 'properly aligns incentives.' A share buyback would also get Musk closer to 25% ownership, the analyst noted.
多頭的看法：未來基金管理合夥人加里·布萊克指出，特斯拉空頭和批評者對馬斯克的要求過於誇大其詞，因爲董事會和首席執行官仍有足夠的時間來制定 “適當調整激勵措施” 的新薪酬計劃。這位分析師指出，股票回購還將使馬斯克的所有權接近25％。
Still plenty of time for the $TSLA Board and Elon to come up with a new comp plan that properly aligns incentives. $TSLAQ making more of this than is warranted. And yes, $TSLA buying back shares would get Elon closer to 25% ownership.
— Gary Black (@garyblack00) January 15, 2024
還有足夠的時間讓$TSLA董事會和埃隆提出一項適當調整激勵措施的新補償計劃。$TSLAQ 在這方面賺的錢超出了預期。是的，$TSLA回購股票將使埃隆的所有權接近25％。
— 加里·布萊克 (@garyblack00) 2024 年 1 月 15 日
Wedbush analyst Dan Ives, likewise, is optimistic about a resolution.
同樣，Wedbush分析師丹·艾夫斯對解決方案持樂觀態度。
"Per Musk comments the AI story at Tesla is still very much under appreciated by the Street in our view. The point Musk is making with his 25% ownership comments is around future AI projects at Tesla or outside Tesla," Ives wrote on X.
“根據馬斯克的評論，在我們看來，華爾街對特斯拉的人工智能故事仍然非常不滿意。馬斯克在發表25％所有權評論時提出的觀點是關於特斯拉或特斯拉外部未來的人工智能項目。” 艾夫斯在X上寫道。
Per Musk comments the AI story at Tesla is still very much under appreciated by the Street in our view. The point Musk is making with his 25% ownership comments is around future AI projects at Tesla or outside Tesla. We believe the board/Musk will ultimately resolve this issue
— Dan Ives (@DivesTech) January 15, 2024
根據馬斯克的評論，在我們看來，華爾街對特斯拉的人工智能故事仍然非常不滿意。馬斯克在其25％的所有權評論中提出的觀點是關於特斯拉或特斯拉外部未來的人工智能項目。我們相信董事會/馬斯克最終將解決這個問題
— 丹·艾夫斯 (@DivesTech) 2024 年 1 月 15 日
Ives has often noted that Tesla is more an AI company than a traditional car maker. The analyst sees the EV maker touching the $1 trillion market cap in 2024 amidst the ongoing AI revolution.
艾夫斯經常指出，特斯拉與其說是一家傳統汽車製造商，不如說是一家人工智能公司。分析師認爲，在持續的人工智能革命中，這家電動汽車製造商將在2024年觸及1萬億美元的市值。
Musk too had noted in his post that the Tesla Board is merely waiting for a decision in his Delaware compensation case before charting out his compensation plan. The lawsuit filed by shareholder Richard Tornetta alleges that Musk used his dominance over the board in 2018 to get himself an excessive package.
馬斯克也在他的帖子中指出，特斯拉董事會只是在等待特拉華州賠償案的裁決，然後再製定他的薪酬計劃。股東理查德·託內塔提起的訴訟稱，馬斯克利用他在2018年在董事會中的統治地位爲自己提供了過度的一攬子計劃。
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Read More: Tesla CEO Elon Musk Says A New Compensation Package With High Targets 'Would Be Nice'
閱讀更多：特斯拉首席執行官埃隆·馬斯克表示，具有高目標的新薪酬方案 “會很好”