丰田将旗下附属公司丰田自动织机私有化的计划引发了与激进投资者的冲突。6月公布的初步报价本月上调15%至每股¥18,800，但总部位于美国的Elliott Investment Management批评该报价严重低估了公司价值。
丰田将旗下附属公司——即以TICO闻名的丰田自动织机——私有化的报价最初是一个不起眼的交易，但已演变为激进投资者追求股东最大价值与日本强调利益相关者和谐而非回报的企业文化之间的战场。6月，丰田推出每股¥16,300的初步报价。以美国Elliott Investment Management为首的反对派持有TICO 6.7%的股份，要求更高的价格。本月，丰田将报价上调15%至每股¥18,800，交易估值约278亿美元，但Elliott认为这仍低估了TICO近40%的价值——作为独立实体则更多。Elliott抨击该报价不透明且未达到基本治理标准。这一争端成为日本交易的一个测试案例，凸显了传统做法与全球激进投资者压力的紧张关系。自公布以来，Elliott一直带头推动更好条款。
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Institutional investors including Tredje AP-fonden, Siligmueller & Norvid Wealth Advisors, and King Luther Capital Management significantly increased or initiated positions in Tesla shares during Q3 2025, per recent SEC filings. These moves contribute to 66.20% institutional ownership, contrasting recent insider sales.
美国激进基金 Elliott Investment Management 反对拟议的 6.1 万亿日元（390 亿美元）丰田自动织机私有化计划，敦促其他少数股东抵制该收购要约。该基金认为，该公司独立运营可实现更大价值。丰田集团修订报价为每股 18,800 日元，而 Elliott 认为其内在价值为每股 26,000 日元。
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在少数股东压力下，丰田集团提高了对核心子公司丰田自动织机的私有化要约，但股价已超过修正后的报价，显示投资者不满持续。要约上调至每股18,800日元，涨幅15%，但周四东京交易中股价一度上涨5.9%至19,095日元。这表明对更高溢价的需求依然存在。
Tesla's stock closed at $396.73, marking declines of 1.4% over the past week and 3.5% over the past month, amid questions about whether the price embeds too much future growth. A discounted cash flow analysis suggests the shares are trading 160.8% above an estimated intrinsic value of $152.12. Alternative narratives highlight varying views on the company's potential in AI, robotics, and energy.
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2026年1月14日，日本日经平均指数飙升至54,364.54点的历史新高。高市早苗首相提前选举猜测激发了对扩大财政刺激的希望，而日元走弱提振了出口商。同时，债券收益率因财政担忧而上升。
Tesla shareholders are set to vote on November 6, 2025, on a proposed compensation package for CEO Elon Musk that could be worth up to $1 trillion if ambitious performance goals are met. The plan has sparked division, with proxy firms recommending rejection while major investors show support. Tesla's board warns that failure to approve could lead to Musk's departure.
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The Japanese government has approved Tokyo Electric Power Company Holdings' new business turnaround plan, targeting ¥3.1 trillion ($20.2 billion) in cost cuts over 10 years starting from fiscal 2025. The measures address massive expenses from the 2011 Fukushima No. 1 nuclear meltdown, achieved via business streamlining, reduced investments, and asset sales. Tepco expects to return to profitability next year, assuming a reactor restart.