Trump's first wave of tariff policies is about to be announced, which is somewhat unexpected. Trump has directed the first tariff blow at Mexico and Canada, preparing to impose a 25% tariff on goods from these two countries, while simultaneously planning to impose an additional 10% tariff on goods from China.

Trump's first tariff strike against Canada and Mexico is not really aimed at collecting taxes, but mainly to address the issues of fentanyl and illegal immigration. Mexico is the neighbor to the south of the United States, with very chaotic social management, and most illegal immigrants and fentanyl come from Mexico. One of Trump's most important campaign slogans is to solve the illegal immigration problem.

The market generally expected Trump's first tariff strike to be directed at Southeast Asia, as Chinese companies typically first set up factories in Southeast Asia when going overseas. This wave of tariffs negatively impacts those companies in the Tesla supply chain, as they all have factories in Mexico to evade tariffs, and it seems there will be some impact.

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