Tesla(US:TSLA) Sou Hu Cai Jing·2025-06-06 03:41Group 1 - Tesla's stock price dropped over 14%, resulting in a market value loss of more than $150 billion, influenced by CEO Musk's social media conflict with Trump and sales challenges [2] - Recent U.S. economic data has been disappointing, with the ISM manufacturing PMI for May recorded at 48.5, the lowest since November 2024, indicating ongoing contraction in manufacturing activity [2] - The OECD has significantly downgraded U.S. economic growth forecasts, projecting a growth rate of 1.6% for 2025, down from 2.2%, and 1.5% for 2026, primarily due to Trump's tariff policies and federal employee cuts [3] Group 2 - The ongoing U.S.-China technology competition is expected to favor China in the near future, with advancements in various sectors such as 5G, quantum communication, and renewable energy [4] - The U.S. technology sector is experiencing a slowdown, increasingly relying on existing resources, while China's innovation and domestic substitution are accelerating [4] - Trump's policies are seen as having significant negative effects on the U.S. economy, potentially leading to a decline in the dollar system and accelerating the global shift of economic power towards the East [5]