BofA analyst Alexander Perry flags China as the main regulatory risk to a Tesla-SpaceX merger, ahead of premium and shareholder vote issues. RBC's Tom Narayan sees $480 per Tesla share as a deal price; Perry estimates a 20%-30% premium. Tesla's Shanghai plant builds roughly half of global output and would fall under a major US defense contractor. Chinese regulators previously blocked Qualcomm-NXP and delayed Broadcom-VMware. Shared AI infrastructure is the main synergy. Tesla shares fell 3.2% to $390.50; SpaceX shares fell 4% to $138.15.
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