Tesla(US:TSLA) 大鱼聊电动·2025-10-12 01:43Market Trend & Industry Dynamics - The electric vehicle industry widely believes that a "rare earth war" would be catastrophic for Tesla, but this perspective may be incorrect [1] - While Ford and GM are struggling with supply chain issues, Wall Street analysts suggest this crisis could be beneficial for Tesla [1] Company Strategy & Technological Innovation - Tesla's engineering team is proactively developing new motors that require minimal rare earth elements, potentially installing them in some models [1] - Tesla is using a "first principles" approach to fundamentally solve problems, focusing on creation rather than procurement [1] - Tesla's approach represents a paradigm shift, prioritizing innovation and problem-solving over traditional supply chain dependencies [1]