Group 1 - The revised economic plan proposed by Senate Republicans aims to cut taxes for families and businesses by trillions of dollars, at the cost of reducing healthcare coverage for low-income Americans and increasing the national deficit [1] - The new version of the bill expands certain tax cuts and raises the debt ceiling by $5 trillion, compared to the House version which proposed a $4 trillion increase [1] - The Senate plans to vote on the bill next week to ensure it is sent to President Trump before July 4 [1] Group 2 - The committee draft makes significant changes by making three corporate tax cuts permanent, including R&D expense deductions, expanded interest expense deductions, and immediate expensing for new equipment [2] - The plan is more aggressive in cutting Medicaid for low-income and disabled individuals compared to the House version, limiting states' options for self-funding Medicaid [2] - The bill expands the child tax credit to $2,200 per child permanently and introduces a new deduction for charitable donations for non-itemizers [2] Group 3 - The bill will terminate the $7,500 electric vehicle tax credit and eliminate subsidies for wind and solar energy within 180 days of enactment, which could severely impact the struggling solar industry [3] - Despite ongoing negotiations on key policy issues, Senate Republicans are pushing for the legislation to be passed by July 4, with Trump pressuring lawmakers to reach an agreement [3] - Research from the White House's National Economic Council indicates that the corporate tax reform from 2017 has stimulated business investment, although some economists warn that the tax cuts will exacerbate the already rising national deficit [3]

Market Performance - US stock market opened high with all three major indices closing up: Nasdaq increased by 1.52%, S&P 500 rose by 0.94%, and Dow Jones gained 0.75% [1] - Philadelphia Semiconductor Index surged over 3%, reaching its highest closing since late February [1] - Major tech stocks saw broad gains, with Meta and Intel rising nearly 3%, while Apple, Tesla, Nvidia, Netflix, and Google increased by over 1% [1] - Kering Group experienced a significant rise of over 12%, marking its largest single-day gain since November 2008 [1] - Most popular Chinese stocks also saw gains, with the Nasdaq Golden Dragon China Index up by 2.07% [1] Geopolitical Developments - President Trump confirmed that Iran signaled a desire to ease tensions through intermediaries, indicating a potential for negotiations [2] - The easing of geopolitical tensions and progress in trade negotiations contributed to a recovery in investor risk appetite, leading to a rise in the "Tech Seven" stocks [2] Trade Agreements - Trump expressed optimism about reaching a trade agreement with Canada in the coming weeks during the G7 summit [3] - A new US-UK trade agreement was signed, which Trump described as fair and beneficial, expected to create numerous jobs and increase revenue [3] - The agreement includes measures to ease trade in automobiles, agricultural products, and aerospace, although steel tariff concerns remain unresolved [3][4] Debt Ceiling and Economic Policy - The Senate Republicans proposed a revised economic plan that raises the debt ceiling by $5 trillion, compared to the House's $4 trillion proposal [6] - The revised plan aims to maintain consistency with the House version to avoid delays that could risk a default [6] - Key changes include making certain corporate tax cuts permanent and reducing the proposed tax rate on university endowments [7] - Analysts from Morgan Stanley noted that while the plan may increase the deficit, its impact on economic growth could be limited [8]

Group 1 - The Senate Republicans have unveiled revised tax and healthcare provisions in President Trump's multi-trillion dollar economic package, marking a significant step towards the goal of passing the bill by July 4 [1] - The new version of the bill expands certain tax cuts and raises the debt ceiling by $5 trillion, compared to the $4 trillion proposed by the House [1] - Senate Republican leaders aim to avoid prolonged negotiations over the substance of the bill, as failure to act could lead to a U.S. default as early as mid-August when the Treasury can no longer take extraordinary debt limit measures [1]

韩国代理财政部长：将采取措施稳定食品价格。将延长油品税收减免至八月底。将延长汽车购买税收减 免至年底十二月。 ...

金十数据整理：每日美股市场要闻速递（5月30日，周五） 重要新闻 个股新闻 11. Gap(GPS.N)盘前大跌15%，此前公司预警特朗普政府加征的关税将侵蚀其年度营业利润，而该公司 此前给出的业绩展望未包含关税影响。 1. 美国4月核心PCE物价指数年率录得2.5%，创2021年3月以来新低，市场预期为2.5%。 2. 美国贸易代表：关税诉讼并未影响贸易谈判。可根据需要扩大"301条款"范围。 3. 消息人士：欧佩克+7月份或超预期增产。 5. 据日经新闻：软银、英特尔(INTC.O)等公司将共同开发用于人工智能芯片的大容量存储器。 6. 好市多(COST.O)第三财季营收为 632 亿美元，同比增长 8.0%。 7. 市场消息：巴克莱已同意购买微软(MSFT.O)Copilot人工智能助手的10万份许可证。 8. 戴尔(DELL.N)：2026财年第一财季整体销售额同比增长5%至234亿美元，高于分析师预期。 9. 老虎证券(TIGR.O)Q1营收同比增长55%，净利润同比增长145%。 2. 福特汽车(F.N)董事长Bill Ford表示，若税收减免遭削减，新电池厂计划或面临风险。 3. 新思科技(SN ...

A key element of the tax-cut package that the Trump administration and congressional Republicans are working to pass got approved by the Senate as a standalone measure, though it carries a significant cost. The Senate unexpectedly passed the No Tax on Tips Act late Tuesday when Sen. Jack Rosen, D-Nev., spoke in favor of the bill, which Sen. Ted Cruz, R-Texas., introduced earlier this year with Rosen as an original co-sponsor. Rosen asked for unanimous consent to pass the bill, and when no senators on hand o ...

该法案预计将节省1.9万亿美元，大部分（1.2万亿美元）直到10年预算窗口的后半段才能实现： 德意志银行的Brett Ryan指出，JCT的评分与德意志银行此前预计的总体赤字假设基本一致。然而，JCT的评分并未关注财政前景的关键要素，如关税收 入和潜在支出增加的估算。德银强调： （特朗普任期内）似乎没有采取任何认真的措施来控制历史高位的赤字，未来几年赤字仍将超过 GDP 的 6% 以上。 特朗普的税改法案将导致近期财政赤字大幅增加，十年内为美国新增约5万亿美元债务，即使考虑税收延期措施也难以抵消这一趋势。 近期，美国税务联合委员会(JCT)对众议院筹款委员会标记版本的初步评分，税改法案将在未来10年增加3.8万亿美元赤字，其中2.2万亿美元（约58%） 将在前五年产生。更令人担忧的是，负责任联邦预算委员会(CRFB)估计，若将临时条款考虑在内，该法案实际将为美国增加5.2万亿美元债务。 支出前置、节约后置的结构性问题 德银表示，这项法案的独特之处在于支出和减税措施集中在前期，而抵消措施则集中在后期。 根据法案，约55%的总赤字增加(2.8万亿美元)将发生在预算窗口的前半部分，而只有40%的抵消措施(9700亿 ...

金十数据5月1日讯，据华尔街日报报道，知情人士透露，美国众议院共和党人正在认真考虑进一步限制 企业最高薪酬的税收减免的提案，扩大目前只适用于少数收入超过100万美元的现任或前任高管的限 制。这些变化可能包括在共和党本月正在起草并试图推动众议院通过的数万亿美元的税收和支出法案 中。关于这一想法和其他税收条款的讨论仍在进行中，议员们还没有确定哪些雇员和雇主会受到影响的 细节。限制这些税收减免将提高企业的税收，并可能间接打击高收入家庭，不过也许这种方式比特朗普 最近考虑并拒绝的提高百万富翁最高边际所得税率在政治上更容易接受。由此产生的收入可以抵消法案 中的一些减税措施，包括延长2017年税法中即将到期的条款，以及特朗普取消小费税、加班费和社会保 障福利的计划。 美媒：美共和党考虑就高管薪酬问题对企业加大征税 ...

Core Viewpoint - President Trump warns Republican lawmakers that failure to act will result in the highest tax increase in history rather than the largest tax cut [1] Group 1 - Trump emphasizes the urgency for Republican action to avoid significant tax hikes [1]

据消息人士透露，巴西财政部长本周将访问硅谷，商讨数据中心的税收减免问题。 ...