Tesla(US:TSLA) 证券时报·2025-07-07 00:02Core Viewpoint - The article discusses the conflict between Elon Musk and former President Donald Trump regarding the newly enacted "Big and Beautiful" tax and spending bill, which has led Musk to announce the formation of a new political party called the "American Party" to represent the interests of middle voters in the U.S. [2][6][10] Group 1: Musk's Announcement and Political Aspirations - Elon Musk announced the formation of the "American Party," claiming it will represent 80% of middle voters and aims to secure a seat in Congress [2][6]. - A poll conducted by Musk on social media showed that 65.4% of approximately 1.25 million respondents supported the establishment of the "American Party" [6][10]. - Musk indicated that while supporting a presidential candidate is possible, the focus for the next 12 months will be on the House and Senate [2][6]. Group 2: Trump's Response and Criticism - Trump criticized Musk's idea of forming a third party as "absurd" and expressed disappointment over Musk's recent actions, stating that such a party has never succeeded in the U.S. [2][3]. - Trump highlighted his opposition to the "Big and Beautiful" bill, which he claims eliminates the electric vehicle mandate, a point of contention with Musk [3][10]. - Trump expressed surprise at Musk's request for a friend to manage NASA, noting the friend's Democratic affiliation and lack of prior contributions to Republicans [3][10]. Group 3: Implications of the "Big and Beautiful" Bill - The "Big and Beautiful" bill includes cuts to tax credits that have historically encouraged the purchase of electric vehicles, which could significantly impact Tesla's sales and lead to an estimated annual loss of $1.2 billion for the company [10]. - The bill also proposes substantial cuts to NASA's budget, which could adversely affect SpaceX's government contracts [10]. - The conflict between Musk and Trump is seen as a culmination of trust issues, power struggles, and unmet financial commitments, reflecting differing priorities within the Republican Party [10].