Tesla(US:TSLA) 智通财经网·2025-06-06 00:30Company Insights - The conflict between Trump and Musk has escalated into a public feud, leading to a significant drop in Tesla's stock price by over 14%, resulting in a market value loss exceeding $150 billion [2] - Tesla's stock decline is attributed to Trump's threats to cut government subsidies and contracts related to Musk's enterprises, following the passage of a tax reform bill by the U.S. House of Representatives [2] - Circle, a stablecoin company, has officially listed its stock, experiencing a dramatic intraday price surge of 234%, indicating a growing market for stablecoins and related digital technologies [12] Industry Insights - The Chinese government has stated that it will approve compliant applications for rare earth export licenses, emphasizing the dual-use nature of these materials and the importance of facilitating legitimate trade [4] - The military industry is seeing renewed interest due to the ongoing India-Pakistan conflict, with Indonesia evaluating the procurement of China's J-10 fighter jets, which may lead to a revaluation of military trade and sustainable long-term revenue [11] - The establishment of 10 national data factor comprehensive experimental zones in China is expected to unlock the value of public data resources, suggesting investment opportunities in data infrastructure and companies with unique high-quality data sets [10]