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The implications are potentially serious: a conflict of interests or political tensions could threaten Tesla's manufacturing plants in China, posing material risks to the company's stock and operations. China’s influence extends beyond mere economic control; recent developments hint at political leverage that could be used to pressure Tesla, especially if the broader U.S.-China rivalry escalates.
Elon Musk’s Position: Navigating Political Tensions with Skill
Given Elon Musk's high-profile ownership of Twitter and his global business footprint, his role becomes especially critical. Tesla’s profitability is closely linked to Giga Shanghai, and any political move by China to restrict or influence Elon Musk's other ventures, such as Twitter, could have repercussions for Tesla.