Group 1 - Elon Musk criticized the latest Senate draft of a large-scale tax and spending bill, calling it "crazy" and "devastating," claiming it would increase taxes on various renewable energy projects [1] - The bill is expected to destroy millions of jobs and cause significant strategic damage to the country, according to Musk [1] - The legislation includes a new subsidy for coal used in steel production, which Musk argues undermines future industries while providing handouts to past industries [1] Group 2 - Musk's earlier comments have led to a deterioration in his relationship with Trump, despite previously donating over $250 million to Trump's re-election campaign [2] - Following Musk's initial criticism, Tesla's stock dropped 14% in a single day due to threats of reassessing and potentially revoking government contracts [2] - Musk expressed regret over some of his posts after the public dispute with Trump, but he later supported Trump's immigration policies and moderated his political posts until his recent comments on the Republican bill [2]

Core Points - The Senate narrowly passed a motion to advance the "Big and Beautiful" tax and spending bill, which aims to implement much of Trump's policy agenda [1][5] - The bill is expected to increase the federal debt by approximately $3.8 trillion over the next decade, raising concerns among some Republican senators about fiscal responsibility [5][6] - The bill has faced strong opposition from Democrats, who argue that its tax cuts disproportionately benefit the wealthy at the expense of low-income Americans [5] Group 1: Legislative Process - The Senate's motion passed with a vote of 51 to 49, with only three Republican dissenters allowed for the bill to pass [1] - The bill will undergo approximately 12 hours of reading, up to 20 hours of debate, and a series of amendment votes before the final vote [1][5] - The goal is to have the bill passed and sent to President Trump for signing by July 4 [1][5] Group 2: Key Figures and Reactions - Senator Thom Tillis and Senator Rand Paul were among the Republican senators who voted against the motion, citing concerns over the bill's impact on Medicaid and federal debt [2][4] - Trump criticized Tillis for his opposition, suggesting he would support primary challengers against him [3][4] - Elon Musk also criticized the bill, claiming it would destroy millions of jobs and significantly increase the debt ceiling by $5 trillion [6]

Core Points - The U.S. Congress is in a legislative rush to pass a significant $4.2 trillion tax and spending bill known as the "Big Beautiful" plan before the symbolic deadline of July 4th [1] - The Senate Republican leadership is facing internal divisions, with key senators expressing concerns about the bill, which may require Vice President Vance's tie-breaking vote for passage [2] - Adjustments to key provisions such as SALT deductions, Medicaid, and clean energy policies have been made to garner support from moderate and conservative factions within the party [4] Group 1: Legislative Efforts - President Trump and Senate Republican leaders are actively working over the weekend to secure the necessary votes for the bill [1] - The new version of the tax reform proposal includes compromises on SALT deductions, Medicaid, and clean energy to attract support from different factions [1][4] - The procedural vote originally scheduled for 4 PM Eastern Time is contingent on securing a simple majority, with potential opposition from several Republican senators [2] Group 2: Key Provisions - The SALT deduction cap has been raised from $10,000 to $40,000 for five years, after which it will revert to $10,000, with high-income earners gradually losing full deduction eligibility [4] - A $25 billion rural hospital fund has been established to mitigate the impact of Medicaid cuts, with the implementation of a tax cap for Medicaid providers delayed until 2032 [4] - Clean energy tax incentives have been tightened, requiring wind and solar projects to be operational by the end of 2027 to qualify for tax benefits, which may affect major renewable energy developers [5]

6月初，美国企业家、前美国"政府效率部"负责人马斯克在社交媒体平台发文，痛批美国总统特朗普 的"大而美"税收与支出法案，称其"庞大、荒谬可笑、充斥政治操弄"。马斯克表示，这一法案将使美国 政府的预算赤字大幅增至2.5万亿美元，使美国公民背负难以承受的债务负担。他还在后续帖文中援引 美国国债剧增的图表称，这项庞大的法案"将令美国破产"。 当地时间6月17日，美国国会预算办公室当日发布的一项分析显示，在计入经济影响后，特朗普政府的 税改和预算法案将在未来十年内使财政赤字增加2.8万亿美元。据悉，这份报告将预期的债务偿还成本 纳入考量，发现该法案将提高利率，并在联邦债务基准预测的基础上增加4410亿美元的利息支出。 美国国会预算办公室本月早些时候发布了静态评分分析，估计特朗普政府的法案将带来数万亿美元的减 税和削减开支，但也会导致十年内赤字增加2.4万亿美元，并导致额外1090万人失去医疗保险。该机构 公布分析报告显示，美国众议院通过的共和党税改法案（即所谓的"大而美"法案）将使美国最低收入的 家庭每年多支出约1600美元。据该报告，与之相对的是，美国最富裕家庭的收入平均每年将增加1.2万 美元。这意味着该法案将进 ...

Core Points - The article discusses the internal divisions within the Republican Party regarding the proposed "Big Beautiful" tax and spending bill, which is over 1,000 pages long and has passed the House with a narrow margin [1] - The Congressional Budget Office (CBO) estimates that the bill will increase the national debt by $2.4 trillion over the next decade, with total costs potentially reaching $5 trillion if certain tax cuts are made permanent [1][2] - The bill could push federal debt to $46.9 trillion by 2029, more than double the $20.2 trillion debt level when Trump took office in 2017 [1][2] Internal Divisions - Republican senators are divided on key issues such as debt, healthcare cuts, and state interests, with 53 senators expressing differing opinions [1][2] - Some fiscal hawks within the party believe the bill does not adequately address the budget deficit, with Senator Ron Johnson expressing his concerns directly to Trump [2] - Medicaid cuts have become a major point of contention, with proposed stricter eligibility requirements affecting over 70 million low-income and disabled individuals [2][3] State Interests - Local interests complicate negotiations, with concerns raised by senators from various states regarding the impact of proposed changes on state projects and tax structures [5] - The proposed increase in the state and local tax deduction cap has sparked intense debate among senators from high-tax states versus those from lower-tax states [5] Legislative Timeline - The approaching July 4 deadline adds urgency to the negotiations, with the Republican Party needing to find a balance among its internal divisions to advance the legislation [6] - The slim majority in the Senate (53-47) and the House (220-212) means that any small opposition could derail the bill [6]

2025.06. 06 本文字数：1562，阅读时长大约3分钟 作者 | 第一财经 孙卓 当地时间6月5日，美国总统特朗普与亿万富翁马斯克的矛盾再次升级。 马斯克在社交媒体上指责特朗普"忘恩负义"，甚至呼吁"弹劾"特朗普。而特朗普则暗示马斯克已经 失去理智，并威胁要终止马斯克公司享有的政府补贴和一系列合同。 此前，马斯克曾公开批评特朗普的"大而美"法案包含了大量不必要的支出。特朗普则回应称，他宁 愿马斯克批评他，而不是批评他的税改法案。 马斯克与特朗普（来源：央视新闻） 缘起电动车购买补贴被取消？ 特朗普与马斯克的争执于3日开始升级，当时马斯克在社交媒体平台X上表示，"国会这项庞大、离 谱、充斥着政治操弄的支出法案令人作呕。" 5月22日，共和党议员占多数的美国国会众议院以微弱优势通过了特朗普政府提出的一项大规模税收 与支出法案。特朗普政府将该法案描述为"大而美"。法案内容总体可概括为两个方面：一是，削减 在发表上述言论的几天前，马斯克刚刚辞去特朗普政府和白宫高级顾问一职。当天，特朗普还在椭圆 形办公室举行了发布会，正式为马斯克送别。"这将是他（在政府）的最后一天，但实际上并非如 此，因为他会一直和我们在一起 ...

Core Viewpoint - Elon Musk criticized the "Big and Beautiful" bill pushed by President Donald Trump, calling it "disgusting" and labeling supporting lawmakers as "shameful" [1][2][3] Summary by Sections Bill Overview - The "Big and Beautiful" bill aims to extend tax cuts for businesses and individuals from Trump's first term, introduce new tax deductions, increase defense spending, and raise the federal debt ceiling by $4 trillion [2][4] - The bill was narrowly passed in the House of Representatives on May 22, and is currently under Senate review, where amendments are expected [2][6] Financial Implications - The Congressional Budget Office estimated that the bill would increase the U.S. federal debt by $3.8 trillion, raising it to $36.2 trillion [2][6] - Musk warned that the bill would impose "overwhelming and unsustainable debt" on American citizens [2][4] Political Dynamics - Musk's recent criticism marks a shift from his previous disappointment with the bill, indicating a desire to test his political influence after leaving his government position [3][4] - Despite Musk's criticism, Trump has not publicly responded and continues to support the bill, recognizing Musk's influence on younger voters [4][5] Republican Response - Republican leaders in Congress have pushed back against Musk's views, indicating that his statements may intensify divisions within the Senate [6][7] - Some Senate Republicans are advocating for stricter controls on debt and deficit, suggesting that the current bill's proposed $1.6 trillion in spending cuts over ten years is insufficient [6][7] Democratic Reaction - House Democrats expressed support for Musk's stance, using his social media posts to bolster their position against the bill [7]

Economic Outlook - The OECD has downgraded the economic growth forecast for the US to 1.6% for 2025 and 1.5% for 2026, with global economic growth expected to decline to 2.9% and inflation potentially reaching 3.2% [1] - The US Department of Labor reported that job vacancies reached 7.391 million in April, exceeding expectations, indicating healthy demand for labor [2] - The Eurozone's consumer price index (CPI) increased by 1.9% year-on-year in May, which is below market expectations, raising the likelihood of an interest rate cut by the European Central Bank [2] Market Movements - The Dow Jones Industrial Average rose by 0.51% to 42,519.64 points, the S&P 500 increased by 0.58% to 5,970.37 points, and the Nasdaq Composite climbed by 0.81% to 19,398.96 points [3] - COMEX gold futures fell by 0.60% to $3,376.90 per ounce, while COMEX silver futures decreased by 0.05% to $34.68 per ounce [4] - Crude oil prices saw an increase, with the main US oil contract rising by 1.31% to $63.34 per barrel and Brent oil up by 1.47% to $65.58 per barrel [5] Currency and Bond Markets - The US dollar index increased by 0.60% to 99.28, while the euro and British pound both depreciated against the dollar [6] - The yields on US Treasury bonds rose, with the 2-year yield up by 1.45 basis points to 3.945%, the 5-year yield up by 1.91 basis points to 4.021%, and the 10-year yield up by 1.38 basis points to 4.454% [5]

马斯克批税改法案"荒谬" 白宫：不影响特朗普立场 智通财经6月4日电，美国白宫新闻秘书莱维特3日表示，埃隆·马斯克的批评"不会改变"美国总统特朗普 对大规模税收与支出法案的支持。据悉，马斯克当日在社交媒体平台上发布消息称，这项规模庞大的法 案"荒谬可笑、充斥着政治操弄"。马斯克称，该法案将使预算赤字大幅增至2.5万亿美元，使美国公民 背负难以承受的债务负担。 ...