Tech Debate: Will Tesla's 'Crown Jewel' Be Taken by China? Is the Shanghai Gigafactory Being 'Handled'? A Prelude to Merging with SpaceX or Fear of a Taiwan Crisis?

Tesla's Shanghai Gigafactory, which Elon Musk has repeatedly referred to as 'Tesla’s crown jewel,' may be facing a shift in fate. According to informed sources familiar with the plans, Musk is concerned that Tesla's battery supply is overly dependent on China and fears that Tesla's production could be threatened if Beijing launches a military action against Taiwan. As a result, preparations to spin off Tesla's China operations have already begun. Tesla's advisors have also discussed various feasible options, including spinning off, selling, or closing its China operations. These measures could have profound impacts on Tesla. Its China operations are key to Tesla achieving long-term profitability and becoming a leader in the global mass-market electric vehicle sector. However, some analysts believe these moves might be laying the groundwork for a potential merger between Tesla and SpaceX. VVIP members can unlock the full report. Join the global discussion on geopolitics and investment markets. Join the 'Hot Talk! Wall Street' LINE community to engage in deep conversations with industry elites (password: WSJWSJ).