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（纳斯达克股票代码：TSLA）多头对迅速解决首席执行官埃隆·马斯克关于新的薪酬待遇和公司25％投票权的要求持乐观态度。
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.
发生了什么：周一晚上，马斯克对X表示，如果没有至少 25% 的投票控制权，他在特斯拉发展人工智能/机器人技术方面会感到不舒服。首席执行官说，如果没有它，他宁愿在特斯拉之外生产产品。
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.
马斯克说，25％的投票权将确保他有足够的影响力，但不会太大，以至于他无法被推翻。首席执行官补充说，在股份低于15％的情况下，他的决定很容易被推翻。
Musk currently owns over 411 million Tesla shares, putting his stake at about 13%.
马斯克目前拥有超过4.11亿股特斯拉股票，其股份约为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.
多头的看法：未来基金管理合伙人加里·布莱克指出，特斯拉空头和批评者对马斯克的要求过于夸大其词，因为董事会和首席执行官仍有足够的时间来制定 “适当调整激励措施” 的新薪酬计划。这位分析师指出，股票回购还将使马斯克的所有权接近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, $TSLA buying back shares would get Elon closer to 25% ownership.
— Gary Black (@garyblack00) January 15, 2024
还有足够的时间让$TSLA董事会和埃隆提出一项适当调整激励措施的新补偿计划。$TSLAQ 在这方面赚的钱超出了预期。是的，$TSLA回购股票将使埃隆的所有权接近25％。
— 加里·布莱克 (@garyblack00) 2024 年 1 月 15 日
Wedbush analyst Dan Ives, likewise, is optimistic about a resolution.
同样，Wedbush分析师丹·艾夫斯对解决方案持乐观态度。
"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.
“根据马斯克的评论，在我们看来，华尔街对特斯拉的人工智能故事仍然非常不满意。马斯克在发表25％所有权评论时提出的观点是关于特斯拉或特斯拉外部未来的人工智能项目。” 艾夫斯在X上写道。
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
根据马斯克的评论，在我们看来，华尔街对特斯拉的人工智能故事仍然非常不满意。马斯克在其25％的所有权评论中提出的观点是关于特斯拉或特斯拉外部未来的人工智能项目。我们相信董事会/马斯克最终将解决这个问题
— 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.
艾夫斯经常指出，特斯拉与其说是一家传统汽车制造商，不如说是一家人工智能公司。分析师认为，在持续的人工智能革命中，这家电动汽车制造商将在2024年触及1万亿美元的市值。
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.
马斯克也在他的帖子中指出，特斯拉董事会只是在等待特拉华州赔偿案的裁决，然后再制定他的薪酬计划。股东理查德·托内塔提起的诉讼称，马斯克利用他在2018年在董事会中的统治地位为自己提供了过度的一揽子计划。
Check out more of Benzinga's Future Of Mobility coverage by following this link.
点击此链接，查看更多Benzinga的《未来出行》报道。
Read More: Tesla CEO Elon Musk Says A New Compensation Package With High Targets 'Would Be Nice'
阅读更多：特斯拉首席执行官埃隆·马斯克表示，具有高目标的新薪酬方案 “会很好”