中美只能二选一，马斯克急着与特朗普划清界限，想让中国松一次口

Group 1 - Tesla's market value has plummeted by 700 billion, largely due to rising component costs from Trump's tariffs, which have increased costs by 5,000 dollars per unit [1] - Tesla heavily relies on the Chinese market, with 40% of its production capacity located in China, creating a dilemma amid US-China tensions [1] - Musk is attempting to distance himself from Trump, possibly seeking leniency from China during this critical period [1] Group 2 - China dominates the global rare earth market, producing over 70% of the world's supply, which is crucial for modern technology [6][22] - The US faces significant challenges due to its reliance on rare earths, with potential shortages threatening production capabilities for companies like Tesla [8][21] - The shortage of rare earths could lead to production delays for Tesla's humanoid robot project, "Optimus," which relies on rare earth permanent magnet materials [11][14] Group 3 - The increase in component costs due to tariffs has severely impacted Tesla's global competitiveness, causing market panic and stock volatility [26] - Tesla's stock price dropped over 10% on April 4, resulting in a loss of 31 billion dollars in Musk's net worth in a single day, totaling 130 billion dollars in losses for the year [28] - Despite reassurances from the Chinese government regarding the protection of foreign investments, tariff issues remain a significant obstacle for Tesla [30][32] Group 4 - Musk's brother, Kimbal Musk, criticized Trump's tariff policies, suggesting they may have short-term benefits but ultimately burden consumers [33] - Trump has firmly stated he will not alter his "reciprocal tariffs" policy, insisting on a tougher trade stance for the US [35]