“我可能会被赶下台！”马斯克自曝或被激进股东夺权，失去对特斯拉的控制

红星新闻2025-08-10

近日，特斯拉首席执行官埃隆·马斯克公开称自己对公司的控制权并不稳固，甚至“可能被赶下台”。这场风波的起因是马斯克对自己持股比例的公开忧虑。据报道，马斯克在社交平台X上发帖回应，认为自己目前约12.8%的持股比例，并不足以确保其在公司的主导地位。他担心在未来公司生产“数百万台机器人”后，自己可能会被激进的股东“赶下台”。▲埃隆·马斯克图据视觉中国希望拥有约25%的特斯拉股份这场公开讨论由一篇近日...

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图据视觉中国希望拥有约25%的特斯拉股份这场公开讨论由一篇近日发布的帖子引发，该帖子提到马斯克的持股比例为21.2%，并暗示其中大部分股份已被用作贷款抵押。对此，马斯克澄清：“仅供参考，我目前没有任何以特斯拉股票为抵押的个人贷款。”他同时指出，其股票期权的税率接近45%，这意味着他获得的投票控制权净增长仅在4%左右。在否认贷款传闻的同时，马斯克毫不掩饰他对被激进股东“驱赶”的忧虑。他写道：“这令人担忧，我不想在制造了数百万台机器人之后，却可能被激进股东赶下台，从而无法确保公共安全仍然是至关重要的事项。”马斯克曾表示，他希望拥有大约25%的公司股份，才能获得足够的影响力来引导公司的发展方向。让特斯拉未来更添变数的，是一场悬而未决的法律纠纷。马斯克在2018年获得的一份创纪录的560亿美元薪酬方案，于2024年被特拉华州法官裁定无效。当时，有特斯拉股东起诉，认为特斯拉董事会在寻求股东批准前未能充分告知相关信息。此后，马斯克将特斯拉的公司注册地迁至得克萨斯州，他相信自己在那里将拥有更大的自主权。有分析称，目前此案正在上诉中，但如果最终裁决对马斯克不利，其投票权将被进一步稀释，这将增加股东推动公司重组的风险，以及马斯克被“赶下台”的风险。在此背景下，马斯克多次发出警告，暗示如果无法获得更大的公司控制权，他可能将离开特斯拉。寻求股东批准“更长期的CEO薪酬战略”为了应对这些“警告”，特斯拉董事会于8月5日批准了一项临时激励方案，授予马斯克9600万股股票，价值约290亿美元。此举将把马斯克的持股比例提升至16%。特斯拉董事会在致股东的信中称，这份奖励是“让埃隆的精力持续专注于特斯拉”的“关键第一步”，并将其形容为一项“善意”措施。这些股票可能在未来两年内归于马斯克。然而，这份“首付款”式的方案附有条件：马斯克必须在未来两年内继续担任公司高管，且股票有五年的锁定期。同时，如果马斯克能最终通过上诉赢回备受争议的2018年薪酬方案，这份新方案将作废。红星新闻此前报道，当地时间8月4日晚，一群特斯拉股东起诉马斯克，指控其涉嫌证券欺诈，夸大“自动驾驶技术的有效性”，隐瞒公司自动驾驶车辆的重大风险。（相关报道：马斯克遭特斯拉股东集体起诉，被指夸大自动驾驶，隐瞒风险 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