Tesla(US:TSLA) 大鱼聊电动·2025-11-27 09:55Industry Trend & Policy Impact - The industry suggests Tesla is facing pressure to comply with the US IRA (Inflation Reduction Act), which may lead to supply chain adjustments [1] - The analysis indicates that Tesla's statement of not subjectively discriminating based on geographical location is a public relations strategy, given the objective pressures from US policies [1] Supply Chain Strategy - The report implies Tesla aims to balance the benefits of China's low-cost, high-efficiency supply chain with the need to meet US policy requirements [1] - The analysis suggests Tesla may be encouraging its Chinese suppliers to relocate to countries like Mexico or Vietnam [1] Public Relations & Communication - The report characterizes Tesla's approach as a "tightrope walking" act, balancing US manufacturing repatriation efforts with maintaining positive relations in China [1] - The industry views Tesla's communication as using sophisticated public relations language to address complex geopolitical and economic challenges [1]