普莱斯的亡夫曾是一名外卖员，后来夫妻二人被确诊癌症，让这个原本就拮据的家庭变得更加脆弱。普 莱斯表示："尽管我们有医保，但只能报销一部分，医疗账单比我们的收入还高。"为了挽救丈夫的生 命，一家人背负了巨额医疗债务，但3年前，癌症还是夺走了他的生命。"他本来可以活得更久，但我们 没有足够的钱。"普莱斯说，尽管她本人战胜了癌症，却落下残疾。由于医疗债务，她失去了房子，在 住进公租房之前，流落街头、无家可归长达7个月。普莱斯每月靠残疾补助金勉强维持生计，其中一半 用来交房租，医疗补助是她唯一的经济支柱，用于支付她服用的42种药物。 美国《纽约时报》 2026 年 1 月 3 日文章，原题：美国政府的削减政策即将让医疗保健雪上加霜 凌晨4时， 残疾丧偶的美国中年女性梅琳达·普莱斯拄着助行器，艰难前行。她因医疗债务失去了代步汽车，也坐 不起出租车，只能蹒跚近两小时寻求非营利组织"偏远地区医疗"的义诊救助。这一景象是不少美国残疾 人的真实写照，而美国医保可能正在滑向更加黯淡的未来。 美国总统正计划削减医疗补助和其他医疗项目预算，这些残酷现实将使得美国医保体系雪上加霜，尤其 是对残疾人等弱势群体而言。耶鲁大学和宾夕法尼亚大 ...

2026.01. 05 本文字数：843，阅读时长大约2分钟 来源 | 财联社、新华网 美国总统特朗普总统和全球首富马斯克这一对昔日亲密盟友之间的关系似乎进一步得到修复，此前二 人曾公然爆发激烈争吵，导火索是"大而美" 法案。 Had a lovely dinner last night with @POTUS and @FLOTUS. 2026 is going to be amazing! 1 4:24 AM · Jan 5, 2026 664.1K @ Copy link Reply Read 29.9K replies x 马斯克还配上一张三人一起用餐的照片。据报道，这张照片拍摄于上周六晚上在海湖庄园举行的一场 活动中。 这引发了人们的猜测，特朗普和马斯克在经历数月的紧张关系后，可能已经重归于好。 马斯克2024年砸重金支持特朗普竞选美国总统，并在去年年初成为特朗普的亲密顾问。他曾担任美 国政府效率部负责人，而后与特朗普围绕"大而美"税收和支出法案等问题产生严重分歧，大打"口水 仗"。 当地时间周日，马斯克在社交平台X上发文称，他昨晚（1月3日）与美国总统特朗普和美国第一夫人 梅拉尼娅·特朗普"共进美 ...

美国总统特朗普总统和全球首富马斯克这一对昔日亲密盟友之间的关系似乎进一步得到修复，此前二人曾公然爆发激烈争吵，导火索是"大 而美" 法案。 当地时间周日，马斯克在社交平台X上发文称，他昨晚（1月3日）与美国总统特朗普和美国第一夫人梅拉尼娅·特朗普"共进美好晚 餐"，"2026 年将会非常精彩！"。 Had a lovely dinner last night with @POTUS and @FLOTUS. 2026 is going to be amazing! 4:24 AM · Jan 5, 2026 0 664.1K Copy link Reply (1) Read 29.9K replies x 马斯克还配上一张三人一起用餐的照片。据报道，这张照片拍摄于上周六晚上在海湖庄园举行的一场活动中。 这引发了人们的猜测，特朗普和马斯克在经历数月的紧张关系后，可能已经重归于好。 Elon Musk ♡ █ @elonmusk · Follow 马斯克2024年砸重金支持特朗普竞选美国总统，并在去年年初成为特朗普的亲密顾问。他曾担任美国政府效率部负责人，而后与特朗普围 绕"大而美"税收和支出法案等问题产生严重分 ...

Group 1 - The Republican Party has faced significant losses in key areas, prompting Trump to seek support from Musk, who has previously had a contentious relationship with him [1][4] - Musk has recently made substantial financial contributions to the Republican Party, indicating his commitment to support them through the 2026 midterm elections [4][8] - Trump's immigration policies have led to dissatisfaction among Hispanic voters in Miami, contributing to the Republican Party's defeat in a historically Republican stronghold [3][8] Group 2 - Musk's past involvement with the Trump administration included a significant role in the government efficiency department, but tensions arose due to Trump's policies affecting Musk's businesses [6][7] - Despite previous conflicts, the political landscape has shifted, leading both Trump and Musk to recognize the mutual benefits of collaboration [7][8] - Musk's decision to support the Republican Party over the Democrats is influenced by his negative experiences with the Biden administration, which he perceives as unwelcoming [10]

另据央视新闻，美国国防部长皮特·赫格塞思12月3日说，五角大楼已经启动一个价值10亿美元的项目， 为军方采购数十万架小型攻击型无人机。 据美国国防部消息，美国中央司令部12月3日宣布，已在中东组建首个单程攻击无人机中队。 美国国防部办公大楼。图片来源：央视新闻 美国国防部说，已部署的无人机航程远、具备自主作战能力，可通过弹射器、火箭助推及地面机动系统 等多种方式发射。 今年9月，美国中央司令部成立由首席技术官领导的快速部署联合特遣部队，旨在加快为作战部队配备 低成本、高性能的无人机。 赫格塞思在社交媒体X上发布的一段视频中说，低成本、一次性的战场无人机已被证实是有效的，美国 不能在此领域落后，"我们不能使用造价200万美元的导弹去击落廉价的无人机"。 赫格塞思说，"大而美"法案向该采购项目提供资金支持，项目基于五角大楼新的采办理念，将通过利用 私人资本、为商业公司设计灵活的合同等手段，发展壮大美国无人机工业基础。 赫格塞思说，该项目将实现降低无人机成本和提高打击能力两项目标，预计2026年可向军方交付数万架 小型无人机，到2027年可交付数十万架无人机。 美国总统特朗普7月4日签署"大而美"税收和支出法案，标 ...

（原标题：非农持续萎靡之际 特朗普祭出"核弹级"移民限制! 试图封死第三世界劳动力闸门） 他的言论是在周三晚间白宫附近两名国民警卫队成员遭遇枪击之后所发表，其中一人于次日因伤不治而 身亡。调查人员的初步调查报告表示，这起袭击是由一名阿富汗公民所实施。 在枪击事件发生数小时后，美国公民及移民服务局局长约瑟夫·埃德洛在社交媒体X上发帖称，该机构将 审查每一名来自"特朗普关注国家"的绿卡持有移民。 该机构还宣布，立即且无限期暂停所有涉及阿富汗公民的移民申请。 智通财经APP获悉，美国总统唐纳德·特朗普当地时间周四晚间宣布了一项全面收紧美国移民规定的重 磅计划，其中包括暂停来自"第三世界国家"的移民，以及取消在美"非联邦公民"享有的所有联邦福利和 政策补贴。 特朗普对于美国国内非法移民的最新立场意味着，在非农就业数据报告已经显著走弱的同时，未来劳动 力市场供给还可能被特朗普政策进一步收紧。因此美国劳动力市场短期内更像是一场"慢性衰退"，不至 于瞬间断崖式崩塌，却足以让美国经济步入长期缓慢甚至负增长区间。 对于股票市场投资者们而言，则显得相对积极——意味着美联储降息预期有望因持续疲软的劳动力市场 而不断升温，也许只有通 ...

Group 1 - Trump stated that his relationship with Musk is "good" despite earlier tensions this year, indicating a positive rapport between the two [2] - Trump acknowledged a public disagreement in June, primarily due to Musk's opposition to the "Big and Beautiful" bill, which occurred shortly after Musk left the government [2] - Musk has significantly reduced his criticism of Trump since this summer, with minimal mentions of Trump's plans to form a new third party following the passage of the super bill [2] Group 2 - Trump described Musk's earlier behavior as a "bad period" and referred to it as one of his "stupid moments," suggesting a level of understanding and forgiveness [2] - Despite the improved relationship with Trump, Musk continues to criticize members of the Trump administration, as evidenced by a recent dispute with Transportation Secretary Sean Duffy regarding NASA leadership [2]

Investment Rating - The report maintains an "Overweight" rating for the power equipment industry [1] Core Views - The power equipment industry is experiencing strong demand in both power generation and energy storage sectors, with significant developments in humanoid and solid-state technologies [1] - The report highlights the robust growth in energy storage, particularly in the U.S. and Europe, with expectations of a compound annual growth rate (CAGR) of 30-50% for global energy storage installations from 2025 to 2028 [3][8] - The humanoid robotics sector is poised for rapid growth, with projections indicating a market potential exceeding 100 million units, driven by advancements from companies like Tesla [12] Industry Trends - The electric equipment sector saw a 4.84% increase in stock performance, outperforming the broader market [3] - Lithium battery production is expected to rise by 10% in October, with strong demand leading to supply constraints anticipated to last until mid-2026 [3][8] - The report notes significant investments and partnerships in the humanoid robotics space, indicating a growing interest and market potential [3][12] Company Insights - Notable companies such as CATL, BYD, and LONGi Green Energy are highlighted as key players with strong growth prospects in their respective segments [6][29] - The report emphasizes the strategic collaborations and acquisitions among companies in the energy storage and robotics sectors, which are expected to enhance their competitive positions [3][6] - Specific companies are recommended for investment based on their market leadership and growth potential, including CATL, Sunpower, and Keda Clean Energy [6][29]

Core Investment Trends - Morgan Stanley identifies three core investment themes for the stock market over the next 12 months: AI computing power leaders and software giants benefiting from the AI wave, semiconductor equipment themes benefiting from favorable policies under the Trump administration, and essential consumer goods leaders amid a fragmented consumption chain [1][2]. AI Computing Power and Software Giants - The demand for AI computing power is experiencing explosive growth, driven by significant investments in AI infrastructure by the U.S. government and tech giants, indicating a bullish outlook for companies like Nvidia, TSMC, and Broadcom [6][10]. - Analysts predict that major tech companies, including Google, Microsoft, Meta, and Amazon, will spend over $350 billion on AI computing infrastructure in 2023, representing a nearly 50% year-over-year growth [6][10]. - By 2025, AI-related capital expenditures in tech companies are expected to reach 28%, up from 12% in 2023, with AI applications driving significant increases in efficiency and productivity [7][11]. Semiconductor Equipment Beneficiaries - The "One Big Beautiful Bill Act" (OBBBA) is expected to significantly boost free cash flow for U.S. manufacturing companies, particularly in the semiconductor equipment sector, as companies shift production back to the U.S. [13][14]. - Semiconductor equipment leaders are positioned to benefit from the unprecedented demand for AI chips, with companies like ASML and Applied Materials playing crucial roles in the manufacturing process [15][16]. Essential Consumer Goods Amid Consumption Fragmentation - The market is witnessing a divergence in performance, with essential consumer goods companies expected to show resilient growth while discretionary spending is under pressure [17][18]. - High-income consumers are less affected by inflation and continue to spend on non-essential items, while low-income consumers are shifting towards cheaper alternatives, leading to a stark contrast in consumption patterns [18].

Group 1 - The core viewpoint is that the U.S. federal budget deficit is projected to be nearly $1 trillion higher over the next decade than previously estimated by the Congressional Budget Office (CBO) due to tax and spending legislation and tariff policies [1] - The cumulative deficit from FY 2026 to FY 2035 is expected to reach $22.7 trillion, compared to the CBO's earlier estimate of $21.8 trillion [1] - The CBO will not release a mid-year budget update this year, instead opting to publish the next 10-year budget and economic outlook in early 2026 [1] Group 2 - The CRFB estimates that the "Big and Beautiful" legislation will increase the deficit by $4.6 trillion over the next decade, but this will be largely offset by $3.4 trillion in new tariff revenue from Trump's current tariff policies [2] - New regulations limiting Medicare subsidy eligibility are expected to reduce the deficit by an additional $100 billion by 2035, along with a potential $100 billion savings from the cancellation of funding for foreign aid and public broadcasting [2] - Net interest payments on U.S. debt are projected to total $14 trillion over the next decade, rising from nearly $1 trillion in 2025 (3.2% of GDP) to $1.8 trillion by 2035 (4.1% of GDP) [2] Group 3 - In a more pessimistic scenario, if the Court of International Trade upholds Trump's new tariffs, the expected tariff revenue could decrease by $2.4 trillion over the next decade [2] - The extension of temporary tax cuts in the "Big and Beautiful" legislation could increase the deficit by $1.7 trillion over ten years [3] - The CRFB warns that the debt-to-GDP ratio by 2035 could rise to 120% in the baseline scenario and 134% in a negative scenario, compared to the CBO's earlier estimate of 118% [3]