闹崩了。 美东时间周四，特斯拉股价大跌超14%，市值一夜蒸发超1500亿美元（约合人民币10760亿元），同时 也连累了纳斯达克指数和标普500指数。截至收盘，道琼斯指数跌0.25%，标普500指数跌0.53%，纳斯 达克指数跌0.83%。消息面上，特斯拉CEO马斯克和美国总统特朗普在社交媒体上互相抨击，关系破 裂。 特朗普称"马斯克疯了" 当地时间6月5日，特斯拉CEO马斯克在社交媒体上公开支持弹劾美国总统特朗普，他在一则有关支持弹 劾特朗普的帖文下面公开回复"是的"。马斯克还表示，没有他的帮助，特朗普无法赢得总统选举。 同一天，美国总统特朗普谈及马斯克，称不知道还能不能与其保持良好的关系。当天特朗普表示，对马 斯克"非常失望"。他认为，即使没有马斯克，他也能赢得宾夕法尼亚州的选票。特朗普还表示，马斯克 目前没有说过他个人的坏话，但他相信接下来就会了。 马斯克则迅速在社交媒体上回应并反驳称，"大错特错，这项法案一次也没有给我看过，而且是在深夜 迅速通过的！" 特朗普威胁取消合同马斯克威胁退役"龙"飞船 "大而美"税改法案涵盖了撤销电动汽车"强制令"这一项内容。此前，美国前总统拜登曾要求汽车制造商 从2027 ...

马斯克此前在特朗普政府任职期间，直接参与大幅削减联邦开支等工作。但近日，马斯克与特朗普政府 就有关事宜出现分歧，他还公开抨击"大而美"法案。对于马斯克此举，美国Axios新闻网认为，可能有4 个原因。首先，"大而美"法案削减了原本有利于马斯克旗下特斯拉等汽车制造商的电动汽车税收抵免。 其次，马斯克曾试图在130天的"特殊政府雇员"任期结束后继续担任该职务，但最终未被允许。第三， 消息人士称，马斯克希望美国联邦航空管理局将"星链"卫星系统用于国家空中交通管制，但政府因利益 冲突及技术原因对此持反对态度。第四，特朗普突然宣布撤回对马斯克盟友艾萨克曼担任美国国家航空 航天局局长的提名。 报道提到，马斯克上周在社交平台上发帖称，他作为"特殊政府雇员"的任期结束，并在离职后批评称， 特朗普政府力推的大规模税收与支出的"大而美"法案"令人作呕"。这一言论在华盛顿引发哗然，一名消 息人士称，特朗普政府官员对马斯克的反应"感到失望"。 《每日电讯报》继续称，据特朗普的盟友透露，马斯克表达愤怒，是出于商人的私心，旨在维护既得利 益，并对不得不离开政府职位感到不满。消息人士还爆料，马斯克曾请求留任，以在削减政府开支方面 取得更多 ...

Core Viewpoint - Elon Musk publicly opposes Trump's "Big and Beautiful" bill, urging citizens to contact their representatives to prevent the bill from increasing U.S. debt and potentially harming his business interests [1][3]. Group 1: Musk's Opposition - Musk's social media posts highlight his concerns that the "Big and Beautiful" bill will lead to a significant increase in U.S. debt, describing it as "huge, absurd, and laden with private interests" [3]. - He suggests drafting a new bill to avoid a substantial increase in the deficit and to prevent raising the debt ceiling by $5 trillion [3]. Group 2: Impact on Tesla - The "Big and Beautiful" bill proposes cuts to federal spending, including the elimination of green energy incentives established by the previous Democratic administration, which could negatively affect Tesla's subsidies [3]. - Musk's dissatisfaction appears to stem from the bill's implications for his business, particularly regarding the potential loss of financial support for green energy initiatives [3]. Group 3: Budget Office Report - The U.S. Congressional Budget Office estimates that the "Big and Beautiful" bill will increase the budget deficit by $2.4 trillion over the next decade compared to a scenario with no action taken [4]. - The bill is projected to cut over $1.2 trillion in spending, but the total new spending and tax cuts exceed these reductions [4]. - By fiscal years 2026 and 2027, the bill is expected to increase the deficit by $1 trillion, and by fiscal years 2031 and 2032, it will add another $162 billion [4]. - If the bill becomes law, it is estimated that by 2034, the number of uninsured individuals will increase by 10.9 million [4].

新华社纽约6月3日电 刚离开美国政府效率部负责人岗位的埃隆·马斯克3日在社交媒体上发文，抨击 特朗普总统力推的大规模税收与支出的"大而美"法案"令人作呕"。白宫回复，特朗普总统已知道马斯克 的态度，但他"会坚持下去"。 "正在让美国破产" "对不起，我实在受不了了。这项规模庞大、荒唐可笑、夹带私货的国会支出法案简直令人作 呕。"马斯克写道，"那些投票支持这项法案的人真该感到可耻：你们知道自己做错了。你们自己心里清 楚。" 马斯克当天发文说："国会正在让美国破产。""这将使本已巨大的预算赤字大幅增加至2.5万亿美 元，并给美国公民带来难以承受的债务负担。" 上月，美国共和党人掌控的国会众议院以一票优势艰难通过被特朗普称为"大而美"的大规模税收与 支出法案。该法案目前已提交参议院审议。 马斯克调侃道："我个人认为，一项法案可以很大，也可以很美，但我不知道是否能同时做到又大 又美。" 白宫："会坚持下去" 据媒体报道，几位白宫官员私下表示，马斯克的犀利言论让他们措手不及。尽管马斯克对该法案的 看法对白宫高层官员来说并非秘密，但他们没想到他的公开表态会如此强硬。 这并非马斯克第一次抨击该法案。马斯克5月27日在接受哥 ...

Market Trends & Political Analysis - Elon Musk criticized Trump's "Big and Beautiful" bill, calling it a "disgusting abomination" and expressing concerns over the potential \$23 trillion increase in the US budget deficit [1] - The "Big and Beautiful" bill extends 2017 tax cuts, increases immigration enforcement and military spending, while cutting Medicaid and SNAP benefits, and raises the debt ceiling by \$4 trillion [1] - Internal divisions within the Republican Party have emerged regarding the "Big and Beautiful" bill, with some supporting Musk's criticism and others defending the bill's potential to save \$16 trillion and prioritize "America First" [1] - Trump criticized Senator Rand Paul, who opposes the bill due to concerns about increasing national debt, and faces potential resistance from other Republican senators, which could hinder the bill's passage [1] Tesla's Production & Supply Chain - Tesla is the only automotive company attempting large-scale production without relying on China, aiming to localize its supply chain by producing positive active materials, refining lithium, manufacturing cathode materials, assembling batteries, and selling cars [1] - Tesla is expanding its battery factory in Sparks, Nevada, to produce LFP batteries for Megapack energy storage products, reducing dependence on China and mitigating tariff risks [1] - Localizing the supply chain allows Tesla to better control costs and quality, giving it a competitive advantage in the market [1] Tesla's Sales Performance in Australia - Tesla's sales in Australia rebounded in May 2025, with 3,897 vehicles delivered, marking the highest record in nearly 12 months, driven by the new Model Y [2] - Model Y sales in Australia surged by 1225% year-over-year in May, accounting for over 90% of Tesla's total sales in the region [2] - Model 3 sales in Australia declined by 838% year-over-year in May, with overall sales in Australia down by 481% in the first five months of 2025, and market share dropping from over 50% to 8% [2]

马斯克在社交媒体上发文，抨击美国总统特朗普力推的大规模税收与支出的"大而美"法案"令人作 呕"后，美国时政新闻网站Axios3日爆出马斯克作出此举的四个原因。Axios总结说，有"四个转折点"似 乎是让马斯克尖锐抨击相关法案的原因：一是该法案削减了电动汽车税收抵免，而这项政策原本有利于 特斯拉等汽车制造商；二是马斯克曾试图在130天的"特殊政府雇员"任期结束后继续担任该职务，但最 终白宫官员表示，他无法继续担任该职务；三是据消息人士透露，马斯克希望美国联邦航空管理局 (FAA)使用他的"星链"卫星系统进行国家空中交通管制，但FAA对此犹豫不决；四是"最后一根稻草"， 似乎出现在上周六(5月31日)，白宫称已撤销对美国富豪贾里德.艾萨克曼出任下一任美国国家航空航天 局(NASA)局长的提名，而艾萨克曼与马斯克关系密切。(环球网) ...

Overview of the "One Big Beautiful Bill" - The "One Big Beautiful Bill" was introduced by the U.S. House Committee on May 12, 2025, aiming for tax reform, healthcare cuts, immigration enforcement, and defense enhancement among other goals[2]. - The bill is projected to reduce taxes by approximately $3.3 trillion, increase defense spending by about $150 billion, and cut Medicaid and student loan spending by $1.13 trillion, leading to a long-term GDP growth of 0.6%[3][12]. Current Legislative Progress - As of May 18, 2025, the bill is still under review in the House committee and has not yet reached a full House vote, facing internal divisions within the Republican Party[4][18]. - The bill was rejected in the House Budget Committee with a vote of 16-21 on May 16, 2025, indicating significant opposition from some Republican members[4][19]. Key Dates to Watch - Important upcoming dates include May 18, 2025, for a committee meeting to reconsider the bill, and May 26, 2025, for a potential vote before Memorial Day[5][20]. - If not passed by the end of May, the House may reschedule a vote between June 10-15, 2025, or consider splitting the bill into smaller parts[5][20]. Foreign Investment Perspective - Foreign institutions hold a cautiously optimistic view of the bill, with UBS predicting it may pass by August or September 2025, while JPMorgan estimates it could offset about two-thirds of the negative impact from tariffs on GDP[6][24]. - Financial stocks are expected to benefit from increased fiscal stimulus, with a focus on the mid-section of the yield curve due to anticipated upward pressure on U.S. Treasury yields[6][24].