Has Tesla found a new growth point? The Model Y L has become a best-selling model; will the stock price usher in a new round of increases?

Is Tesla entering a new growth phase?

According to the latest reports, $Tesla (TSLA.US)$ The long-wheelbase version of the six-seat all-electric SUV model—Model Y L, launched in China, has sold out in the Chinese market as of October.New orders indicate that the earliest expected delivery time is November 2025.

Industry insiders believe that Tesla's launch of the Model Y L is aimed at aligning with the preferences of the Chinese market, designed to boost sales.According to the latest orders, this new vehicle has quickly become one of Tesla's best-selling models in key overseas markets, demonstrating strong market demand.This news also stimulated Tesla's stock to soar over 6% overnight.

Is Tesla experiencing a new turning point?

Recently, a series of positive developments for Tesla have emerged, includingthe explosive popularity of Model Y L, Elon Musk's trillion-dollar compensation plan, and the grand vision plan. This inevitably leads the market to speculate whether Tesla is entering a new phase.

Specifically,

1. The explosive popularity of Model Y L

Firstly, Tesla launchedModel Y L, with the intention of aligning with Chinese market preferences, aimed at boosting sales. Recent orders indicate that this new model has rapidly become one of Tesla's best-selling models in key overseas markets,with strong market demand.

The robust momentum of the Model Y L is significant for Tesla, especially in the fiercely competitive Chinese electric vehicle market.As delivery schedules extend to November, this new model is expected to drive Tesla's quarterly sales performance, helping it maintain competitiveness.

2. Musk's trillion-dollar compensation plan

The chairman of Tesla's board stated that the company has established a succession plan for Musk, who has been offered an unprecedented compensation agreement,potentially valued at around $1 trillion,making it the largest executive compensation package in U.S. corporate history.

This highly anticipated proposal aims to incentivize Elon Musk to continue leading Tesla over the coming years, setting a series of ambitious performance benchmarks.These include expanding Tesla's autonomous taxi business and increasing the company's market capitalization from its current approximate $1 trillion to at least $8.5 trillion. The plan spans a decade.

Morgan Stanley has indicated that as Tesla increasingly delves into the commercialization of physical artificial intelligence, Musk has expressed a desire to retain at least a 25% equity stake in the company to secure veto power in any potential changes of control, and the new plan provides an incentivization pathway for this.

The most significant signal of the plan lies in the design of its compensation structure.These targets not only include traditional business indicators such as delivery volumes and subscriptions to autonomous driving software but also, for the first time, focus on the delivery volumes of 'bots' and the astonishing growth in 'adjusted EBITDA' as core assessment metrics.

Notably, the plan also includes a key provision allowing for adjustments to the performance targets in the event of 'significant' acquisition activities, which analysts interpret as paving the way for a potential merger between Tesla and Musk's AI company, xAI. From Morgan Stanley's perspective, this compensation scheme represents a 'good deal' for Tesla shareholders, as it tightly aligns Musk's personal interests with shareholder value creation by interlinking operational, profitability, and market capitalization targets.

3. Master Plan Part 4 Unveiled

On September 2, Tesla released its 'Master Plan Part IV' on its official X account. The cover of Master Plan 4.0 features the Optimus robot opening a car's trunk, signaling a significant strategic shift in Tesla's future development plans: a full transition from electric vehicles and energy to the realms of artificial intelligence and robotics.

According to the introduction of Master Plan 4.0, Tesla has made relentless technological advances over nearly two decades through the development of electric vehicles, energy products, and bionic robots. As the influence of artificial intelligence technology continues to grow, the 'next chapter' of Tesla's story will be about 'creating products and services that integrate artificial intelligence into the real world,' aiming to create a 'sustainable and prosperous future.'

The release of the Master Plan 4.0marks a shift in Tesla's development focus from electric vehicles and energy to the fields of artificial intelligence and robotics,committed to achieving greater and more limitless growth through technologies such as autonomous driving and humanoid robots.

Regarding the implementation of Master Plan 4.0, Tesla's founder and CEO Elon Musk stated on social media thatautonomous driving and the Optimus robot will be the company's top priorities, and that in the future, approximately 80% of Tesla's value will derive from the Optimus robot.

It is noteworthy that NVIDIA CEO Jensen Huang has also stated thatphysical AI will fundamentally transform the $50 trillion manufacturing and logistics industries,and the 'ChatGPT moment' in the field of robotics is imminent.

In the long term, the continuous advancement of AI technology is expected to serve as a dual engine for the growth of Tesla's autonomous driving and robotics business, providing upward catalysts for its stock price. However, investors should remain vigilant of potential risks such as technological iteration, regulatory policies, and discrepancies in market expectations.

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