特斯拉CEO马斯克：美国政府效率部（DOGE）将继续存在，不会就此结束使命。 将继续扮演特朗普的顾问。 ...

财政部组建了好几支DOGE团队。 美国财长贝森特：马斯克在扮演政府效率部（DOGE）"顾问"的100天里发挥了重要作用。 马斯克提出了降成本提议，但我们不会就此止步。 ...

美国行政管理和预算局（OMB）局长：我们正在尽一切努力将DOGE削减写入法律。 ...

美国白宫预算主管Vought：正竭尽所能地编制DOGE削减开支的方案。 ...

马斯克：2万亿美元的政府效率部（DOGE）成本节约目标依赖于美国政府。 ...

马斯克：政府效率部（DOGE）与我的业务之间不存在利益冲突。 ...

NBER WORKING PAPER SERIES BANKING ON TECHNOLOGY: BANK TECHNOLOGY ADOPTION AND ITS EFFECTS Sheila Jiang Alessandro Rebucci Gang Zhang Working Paper 33551 http://www.nber.org/papers/w33551 NATIONAL BUREAU OF ECONOMIC RESEARCH 1050 Massachusetts Avenue Cambridge, MA 02138 March 2025 We are grateful to Manuel Amador, Anmol Bhandari, Xiaoji Lin, Gianni De Nicolo, Guangqian Pan (discussant), Fabrizio Perri, Yuchao Peng, Andrea Presbitero, Nicola Pierri, Robert Marquez, Qi Sun, Shengxing Zhang, and Yu Zhang (discu ...

Executives at Palantir Technologies praised DOGE in their latest earnings call on Monday as the company reported its first-quarter earnings. "This is the right thing for the country — like, we have way too much spend on things that do not work," said Shyam Sankar, CTO and executive vice president of Palantir, when asked if DOGE cuts will impact contracts."The government has started to resemble a fine-marbled wagyu — the fake projects that do not deliver and will never deliver crowd out and suffocate the th ...

马斯克的美国政府效率部（DOGE）在证券交易委员会（SEC）安插第三名成员。（路透） ...

Core Insights - Defense contractors, particularly those specializing in IT systems for the federal government, are facing pressure due to the Department of Government Efficiency (DOGE) seeking cost-cutting measures [1] - The initial aggressive savings target of DOGE has been revised down from approximately $2 trillion to a more manageable $150 billion, which may still impact contractors like Booz Allen Hamilton but is less daunting when distributed across a wider contractor base [5] Company Performance - Booz Allen Hamilton's shares experienced a significant increase of 14.8% in April as investor concerns regarding potential cuts eased following DOGE's revised goals [2] - Prior to April, Booz Allen's stock had declined by about 20% for the year due to uncertainty surrounding DOGE's impact on contracts [4] - The company has maintained a strong growth trajectory, achieving an average revenue growth of 21% over the past five years, supported by a substantial share of classified defense and intelligence contracts [7] Market Dynamics - The DOGE initiative presents a dual scenario for IT specialists like Booz Allen Hamilton, where it could either lead to revenue losses or create new opportunities as government agencies streamline operations [3] - The return of Elon Musk to his role as CEO of Tesla and his announcement to scale back government work may have contributed to the positive market sentiment surrounding Booz Allen Hamilton [4] - The overall impact of DOGE on Booz Allen Hamilton is expected to be mixed, with both opportunities and potential contract cancellations arising from government efficiency efforts [6]