Tesla(US:TSLA) Sou Hu Cai Jing·2026-01-25 05:00Group 1 - Tesla's Berlin factory has laid off over 1,700 employees, representing a 14% reduction in workforce, leaving approximately 10,703 employees remaining [1][3] - The layoffs at the Berlin factory are significant as it is Tesla's only production base in Europe, which was initially seen as a key investment for the company's European market strategy [3][5] - The current economic downturn in Europe has led to decreased consumer spending, impacting the demand for electric vehicles, despite Tesla being a leader in the EV market [5][7] Group 2 - The layoffs align with a global plan announced by Elon Musk in 2024 to reduce Tesla's workforce by over 10%, indicating a strategic move to cut costs in a challenging economic environment [7] - Musk has been focusing on cost-saving measures and efficiency improvements, suggesting that the company is prioritizing financial stability over aggressive expansion [7][8] - Despite the challenges in the EV market, Tesla is also investing in AI and autonomous driving technologies, which Musk believes could redefine transportation and offset declining vehicle sales [8][9] Group 3 - Musk has expressed concerns about the competitive landscape, particularly regarding the U.S. and China, highlighting that the U.S. may fall behind due to energy supply issues affecting AI development [9][11] - The commentary on China's advancements in technology and energy supply suggests a growing competitive threat to U.S. companies, including Tesla, in the global market [11]