Tax and Spending Bill - The core provisions aim to make permanent the Tax Cuts and Jobs Act passed by the Trump administration in December 2017, locking the corporate tax rate at 21% and permanently raising the estate tax exemption to $15 million, while maintaining a 37% individual tax rate for those earning over $500,000 [1] - The designed tax structure is presented as a means to "stimulate investment and create jobs," but evidence suggests that the wealth gap will widen, with the top 10% of households seeing a 2% increase in assets, while the bottom 10% will experience a 4% decrease due to welfare cuts [1] Food Stamp Reform - Daily benefits have been reduced from $5.90 to $4.80, leading to a 21% cut in welfare in Democratic-led states like Oregon, resulting in a 40% increase in families seeking assistance within a week of the bill's passage [2] - At least 16 states have joined in a lawsuit against the related provisions, with the Supreme Court potentially intervening [2] Tax Exemption for Tips - This provision is part of Trump's 2024 campaign promises, ostensibly benefiting 6 million service workers, but it primarily allows restaurant owners earning $400,000 annually to save an average of $27,000 in taxes, while servers gain less than $800 [3] Defense Budget Increase - The defense budget has risen to a historic high of $895 billion, with $20 billion allocated directly to the "Iron Dome" missile defense system, reflecting a trend of reallocating funds from social welfare to military spending [4] Enforcement Measures on Foreign Taxation - The bill authorizes the Treasury Secretary to impose punitive tariffs on countries implementing a "digital services tax" or "global minimum tax," viewed as a "nuclear option" or retaliatory tax by the Trump administration [5]

Group 1 - Musk criticized Trump's "Big and Beautiful" tax and spending bill, suggesting that if passed, it would lead to the formation of a new political party called "American Party" [4] - Trump's interview indicated that Musk's discontent stems from the bill's proposal to eliminate tax credits for electric vehicle consumers, impacting Tesla's interests [6] - A survey revealed that 49% of Americans oppose the bill, while only 29% support it, indicating significant public dissent [9] Group 2 - In June, U.S. private sector employment unexpectedly fell by 33,000, marking the first negative growth since March 2023, with the service sector experiencing its largest decline since the pandemic [13] - Following the employment data, traders increased bets on at least two rate cuts by the Federal Reserve before the end of 2025, with expectations for the upcoming non-farm payroll report [15] - UBS forecasts a modest increase of 100,000 in non-farm payrolls for June, while Citigroup predicts an increase of only 85,000, with concerns about a potential rise in the unemployment rate [15]

Core Points - The U.S. Senate passed a significant tax and spending bill led by President Trump, which includes major tax cuts, reductions in social security programs, and increased military and immigration enforcement spending, resulting in a projected $3.3 trillion increase in national debt [1] - The bill has been submitted to the House of Representatives for a final vote, with some Republican lawmakers expressing opposition to certain provisions [1][3] - The legislation aims to extend Trump's 2017 tax cuts, introduce new tax benefits for tips and overtime income, and cut approximately $930 billion from Medicaid and food assistance programs [1][2] Legislative Process - The Senate passed the bill with a narrow 51-50 vote, with Vice President JD Vance casting the tie-breaking vote [2] - Key Republican senators, including Thom Tillis, Susan Collins, and Rand Paul, voted against the bill, joining all 47 Democrats [2] - The final version of the bill included amendments to secure support from Senator Lisa Murkowski, such as increased food assistance funding for Alaska and $50 billion to help rural hospitals cope with Medicaid cuts [2] Political Dynamics - The House vote is expected to be closely contested, with Republicans holding a slim 220-212 majority [3] - House Speaker Mike Johnson aims to complete the legislative process before Independence Day, although weather conditions may affect the schedule [3] - President Trump is actively engaging House Republicans to support the bill, asserting its benefits for all [3] Opposition and Criticism - Moderate House Republicans oppose the Senate version's aggressive Medicaid cuts, while some from high-tax states demand greater tax relief for state and local taxes [4] - Elon Musk criticized the bill's high costs and pledged to support candidates challenging Republican lawmakers in the upcoming midterm elections [4] - House Democrats are expected to unanimously oppose the bill, labeling it a severe attack on the healthcare system and nutrition assistance [4] Policy Impact - According to the Tax Foundation, the wealthiest 1% of American households will be the primary beneficiaries of the tax cuts [6] - The Congressional Budget Office (CBO) predicts that nearly 12 million people will lose health insurance under the Senate plan, and the tightening of food and medical safety net programs will increase costs for the poor [6] - Senate Democrats condemned the bill, claiming it will deprive millions of Americans of healthcare and food security, while Republicans argue that Medicaid cuts are necessary to eliminate waste and fraud [6]

Core Points - The U.S. Senate passed President Trump's "Big and Beautiful" tax and spending bill with a narrow vote of 51-50, relying on Vice President Pence's tie-breaking vote [1] - The bill extends tax cuts for corporations and individuals, exempts tips and overtime pay from taxation, cuts funding for Medicare and nutrition assistance, and allocates hundreds of billions for immigration enforcement and defense [1] - The Congressional Budget Office estimates that the House and Senate versions of the bill will increase the U.S. deficit by $2.8 trillion and nearly $3.3 trillion, respectively, from 2025 to 2034 [1] - Modifications to Medicaid and the Affordable Care Act in the Senate version are projected to increase the number of uninsured Americans by nearly 12 million by 2034 [1] Political Reactions - House Democratic leader Hakeem Jeffries described the bill as "Big and Ugly," claiming it harms ordinary Americans and could lead to loss of life due to lack of healthcare [2] - Democrats are committed to doing everything possible to prevent the bill from becoming law, especially since the Senate version requires re-approval from the House before it can be sent to the President [2] - Trump has urged Congress to pass the bill by July 4 [2]

Core Points - The U.S. Senate passed the "Big and Beautiful" bill, a large-scale tax and spending proposal pushed by President Trump, with a vote of 51 in favor and 50 against [1][3] - The bill includes extensions of tax cuts for corporations and individuals, exemptions for tips and overtime income from taxation, and significant funding for border security and defense [5] - The Senate version of the bill raises the U.S. debt ceiling by an additional $5 trillion, exceeding the amount proposed by the House version [5] Group 1 - The Senate's approval followed extensive debate and voting on numerous proposed legislative amendments, with three Republican senators voting against it [3] - The bill is projected to increase the U.S. deficit by nearly $3.3 trillion by 2034, with changes to healthcare policies expected to increase the number of uninsured Americans by approximately 12 million [5] - Critics, including Democratic senators, argue that the bill disproportionately benefits the wealthy at the expense of working-class and middle-income families [7][8] Group 2 - The House of Representatives previously passed the "Big and Beautiful" bill with a narrow margin, but the Senate's significant modifications require it to be re-approved by the House before it can be signed into law by the President [10] - President Trump has urged Congress to pass the bill by July 4 [10]

针对亿万富翁埃隆·马斯克近日连发帖文炮轰"大而美"税收和支出法案，美国总统特朗普当地时 间1日表态，称可能会考虑"将马斯克驱逐出境"。 特朗普说，美国政府效率部应该好好调查一下马斯克经营的特斯拉和美国太空探索技术公司所获政府补贴 的情况。 "他对很多事情都不满，但你要知道，他可能失去的远不止这些，我可以现在就告诉你。埃隆可能失去的 远不止这些。" 来源：新华社 责编：叶舒筠 校对： 彭其华 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes END 点击关键字可查看 当被问及是否会考虑将马斯克驱逐出境，特朗普在白宫告诉记者："我不知道。得考虑一下。" "我们可能会让政府效率部盯着埃隆（·马斯克）。你知道政府效率部是什么吧？就是可能会回头将马斯克 吃掉的怪物。" 特朗普称，马斯克攻击这项"大而美"法案，是因为法案取消了对新能源汽车的补贴。按照美国媒体先前的 说法，这将对特斯拉公司产生不小冲击。 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报 ...

点击蓝字，关注我们 共和党在最后一刻取消了针对风能和太阳能项目的消费税。 美国太阳能产业协会主席Abigail Ross Hopper在一份声明中表示："尽管这项法案有所改进，但它 却破坏了美国制造业复苏和全球能源领导地位的根基。如果这项法案成为法律，家庭将面临更高 的电费，工厂将关闭，美国人将失去工作，我们的电网也将变得更加脆弱。" 据了解，特朗普力推的《大而美法案》周二在参议院以51比50的微弱优势通过，但通关众议院仍 需克服重重阻力。鉴于一些共和党议员对该法案的财政赤字影响表示担忧，这项任务将会十分艰 巨。据无党派的国会预算办公室(CBO)估算，该法案将在未来十年内使美国联邦财政赤字增加至 少3万亿美元。 内容来源于智通财经 贝塔投资智库 为投资交易提供更有价值的服务 在经历了数日紧张的谈判之后，美国参议院通过了美国总统特朗普最新版的税收和支出法案，共 和党在最后一刻取消了针对风能和太阳能项目的消费税。受该消息影响， 美股太阳能类股票周二 大涨。 截至周二美股收盘， Shoals Technologies(SHLS.US)涨近24%，Array Technologies(ARRY.US)涨近 13% ， ...

来源：央视新闻 据央视新闻，马斯克近日再次猛批总统特朗普力推的"大而美"税收与支出法案，他连发数十条 帖文，称那些支持该法案的议员应该感到羞愧，并表示 如果法案通过，第二天就会成立"美国 党"。 马斯克近日多次批评"大而美"法案。特朗普6月29日在接受福克斯新闻频道采访时暗示，马斯 克的不满源于该法案提议取消电动汽车消费者的税收抵免，这影响了马斯克作为电动汽车制造 商特斯拉首席执行官的利益。 ...

当地时间7月1日，美国股市三大股指收盘表现出现分化，其中道琼斯工业指数盘中续创4个月新高。 与此同时，以特斯拉为代表的大型科技股多数走低，带动纳斯达克综合指数走低，当天特斯拉股价大幅 下跌逾5%。 美股三大股指涨跌不一道指盘中续创4个月新高 当地时间7月1日，美国股市三大股指收盘表现出现分化，其中道琼斯工业指数涨0.91%，报44494.94 点，盘中一度续创最近4个月新高。 标准普尔500指数跌0.11%，报6198.01点，纳斯达克综合指数跌0.82%，报20202.89点。 美股大型科技股多数下跌，其中特斯拉跌逾5%，市值重新跌回1万亿美元以下。消息面上，因对"大而 美"税收与支出法案等方面的意见分歧，特朗普与马斯克再次爆发"口水仗"。据路透社报道，当地时间1 日，特朗普称"政府效率部门"(DOGE)应审查马斯克旗下公司获得的补贴，以帮助联邦政府节省"巨 额"资金。此前一天，马斯克再次批评特朗普力推的"大而美"法案，并誓言要在支持该法案的美国议员 连任时将他们赶下台。 其他大型科技股方面，英伟达跌近3%，Meta跌超2%，微软跌逾1%，谷歌微跌0.22%，亚马逊涨 0.49%，苹果涨逾1%。 航空股多数 ...

当地时间7月1日，美国国会参议院以微弱优势表决通过了"大而美"税收与支出法案。一些民主党参议员 指责参议院版本法案是"劫贫济富"。（央视新闻） ...