MonkeyGee : the other 40% is from China.

bullrider_21 OP MonkeyGee : If Trump raise the tariff on China EVs, Tesla may be banned from China. So its China net profit will be gone.

MonkeyGee bullrider_21 OP : I think the second time around will be different.   Trump with Elon is not going to repeat something that produced no results.  The fun thing is that I think China might be happy that Trump is back.  It all about the art of making the deal!.

102168145 bullrider_21 OP : 谷歌和三星退出中国，不影响他们的世界霸主地位

bb5678 OP : The thing that made me mad the most is why do they have to do it when Xpev had the a good earning report?  Obviously, they are not doing it because of Xpev.  It’s not just the timing sucks for Xpev.  They have a bigger goal.  We just have to expand our focus.  The wall street is not the biggest hand.  I have to say my original motive of buying Xpev was correct.  I am just a little shaken by this wave of selling.  For whatever C team is doing, they are better than Wall Street.  It’s my bias.  And I actually hoping that W street may start chasing the profit too.