美国前总统特朗普曾多次批评媒体公司在海外制作内容，并威胁要对外国电影征收100%的关税。在此背景下，流媒体巨头Netflix在其最新的财报中，特别强调了其在美国本土的大量投资和制作承诺。公司表示，在2020年至2024年期间，Netflix预计将为美国经济贡献1250亿美元，并计划在新墨西哥州和新泽西州建设新的大型制作基地。此举被解读为Netflix试图通过积极展示其美国本土投资，来规避特朗普潜在的贸易保护主义政策，以维持其在美国市场的运营和发展。这并非Netflix首次强调其美国投资，此前其在财报中的措辞也已有所侧重，显示出其对政策动向的敏感性。

🎯 Netflix在最新财报中着重强调了对美国本土制作的大量投资，计划在2020年至2024年间贡献1250亿美元，并将在新墨西哥州和新泽西州新建大型制作设施，以巩固其在美国市场的地位。

⚖️ 此举被广泛认为是对美国前总统特朗普关于“外国制作电影征收100%关税”威胁的回应。通过强调美国本土制作，Netflix试图向特朗普政府表明其对美国经济的贡献，从而规避潜在的贸易壁垒。

📈 Netflix并非首次在财报中突出其美国投资，此前4月份的财报中已有类似表述，但此次的措辞更加积极和具体，显示出公司对政策环境变化的审慎和主动应对。

🤝 这种策略与企业为迎合政府政策而调整公开信息的做法一致。正如Charter公司曾将其收购计划定位为“亲美”举措一样，Netflix此举也可能是在政治环境中寻求有利的立足点。

Donald Trump has complained about media companies making movies outside the US.Netflix just emphasized how much of its production happens in the US.Coincidence?

Donald Trump, who frequently complains about media companies, doesn't appear to be angry at Netflix at the moment.

Netflix would like to keep it that way.

Which may explain why the company spent a bit of time in its latest earnings report talking up its commitment to making its shows and movies in America.

In the streamer's second quarter earnings report, Netflix officials made a point of emphasizing how much money it has spent making content in the US — $125 billion between 2020 and 2024 — and how much more it plans to spend in the near future — including new production facilities in New Mexico and New Jersey.

Does that have anything to do with the confusing announcement Trump made in May, when he vowed to slap a "100% Tariff on any and all Movies coming into our Country that are produced in Foreign Lands?" A Netflix rep declined to comment.

But you can check out the language the company used in its shareholder letter for yourself:

As we grow globally, our most significant investment remains in the US, which accounts for the majority of our content spend, workforce and production infrastructure. From 2020-2024, we estimate that we contributed $125 billion to the US economy. Our expansion in Albuquerque, NM—adding four new soundstages to a 108-acre site—and our plan to invest roughly $1B to develop a state-of-the-art production facility (including 12 new soundstages) in Fort Monmouth, NJ, underscore our ongoing commitment to production in the US.

This isn't the first time Netflix has played up its interest in US production. That statement above includes a link to a report spelling out its investment in the US, which was published April 23 — less than a couple weeks before Trump came out with its Hollywood tariff plan.

And Netflix also discussed its US investments in its previous earnings report, which came out on April 17. But the language it used there was much lighter on superlatives, and much less America-centric. Compare and contrast:

While the majority of our content spend and production infrastructure investment is in the US, we now also spend billions of dollars per year making programming abroad. And instead of just licensing local titles, we're now making local shows and films in many countries, commissioned by our local executives, that keep our members happy. And our local slates are improving each year.

If Netflix is trying to please Trump or his circle via corporate messaging, they wouldn't be the first company to do so. In May, for instance, cable/broadband giant Charter went out of its way to describe its plan to acquire Cox as an explicitly pro-American move.

Netflix co-CEO Ted Sarandos, by the way, has said he had a "nice long dinner" with Trump in December at Trump's Mar-a-Lago estate, prior to Trump's second inauguration. "He said Melania and [son] Barron were big fans," Sarandos said.