Tesla(US:TSLA) 大鱼聊电动·2025-08-28 10:34Market Analysis - Some analysts believe Tesla's Model Y L launch is a desperate move, indicating fear of Chinese competitors and a need to cater to the market [1] - The report argues this is not catering to the market but a strategic "降维打击" (a lower-dimensional strike), leveraging global standards and cost control [1] - The launch of Model Y L led to a surge in orders, with the Shanghai factory increasing production [1] Competitive Advantage - Tesla's key advantage is its global standardization and extreme cost control [1] - Model Y L is not a "中國特供版" (China-specific version) but built on Tesla's efficient global supply chain, enabling competitive pricing for an extended SUV [1] Strategic Implications - The report suggests this is not a defensive move but a comprehensive attack on a single market using global resources [1] - The pressure is now on Chinese electric vehicle brands [1]