特朗普的关税大棒打在马斯克身上？

Group 1 - The core issue is that Trump's tariffs are impacting the entire global supply chain, with significant effects on companies like Tesla, which relies heavily on imported components [1][3]. - Tesla's supply chain is largely dependent on Chinese companies for battery production, and the rising costs of imported parts due to tariffs will hurt consumers and potentially reduce Tesla's sales [3][5]. - The tariffs may lead American consumers to opt for cheaper gasoline vehicles, which poses a threat to Tesla's sales growth and stock price, as the company relies on increasing sales volume [5][6]. Group 2 - The tariffs are expected to benefit companies like BYD and Geely, while major global automakers such as Toyota, Volkswagen, and Hyundai will also face challenges due to the increased costs [5][6]. - Musk's relationship with Trump raises questions about the motivations behind the tariffs, as they seem to target the entire import automotive industry rather than providing specific support to Tesla [5][8]. - Tesla's global strategy is both a vulnerability and a strength, as the company is caught in a political maneuver that prioritizes broader economic and political goals over the interests of individual companies [8].