美国众议院最快周三就特朗普的税改法案进行投票。 ...

美国众议院最快于当地时间周三就特朗普的税改法案进行投票。 ...

智通财经6月30日电，美国众议院最快于当地时间周三就特朗普的税改法案进行投票。 ...

Core Viewpoint - The article discusses the opposition from Republican Senator Thom Tillis and two others against the "Big and Beautiful" tax reform bill, leading to criticism from President Trump who argues that this move contradicts the goal of tax cuts for Americans [1] Group 1: Tax Reform Opposition - Senator Thom Tillis and two other Republican senators voted against the tax reform bill during the first procedural vote in the Senate [1] - President Trump expressed his discontent on social media, accusing Tillis of wanting to impose a 68% tax increase instead of supporting the largest tax cut in U.S. history [1] Group 2: Public Sentiment and Policy Goals - Trump emphasized that the American public desires tax cuts, including exemptions for tips, overtime pay, and Social Security, as well as deductions for auto loan interest [1] - The President highlighted the need for strong border security, a powerful military, and quality legislation that benefits farmers, manufacturers, and job creation [1]

Core Viewpoint - Elon Musk criticized the latest draft of the large-scale tax and spending bill proposed by the U.S. Senate, claiming it would destroy millions of jobs and cause significant strategic harm to the U.S. [1] Group 1: Criticism of Tax Reform - Musk has previously expressed dissatisfaction with the tax reform bill pushed by Trump, stating it would increase the federal deficit and contradict the goals of government efficiency [1] - On June 4, Musk intensified his opposition to the tax bill, urging the public to contact their legislators to "kill" the proposal [1] - Musk emphasized that allowing the U.S. to go bankrupt is unacceptable [1]

特朗普周五放弃了他为国会通过其庞大法案设定的7月4日最后期限，承认随着共和党人克服一系列政治 和后勤障碍，时间可能会推迟。特朗普在谈到这个自行设定的目标时说："这并非终极决定因素。它可 以延长，但我们希望如果可能的话，能在那之前完成。"这些言论明显软化了白宫一天前的立场。此 前，特朗普政府官员坚称，尽管出现一系列新障碍，共和党议员仍需在一周内通过这项国内政策方案。 由于不同派系对法案中医疗补助削减幅度存在异议，参议院共和党领袖仍在努力争取通过该法案所需的 51票。(新浪财经) ...

1. Report Industry Investment Ratings No relevant content provided. 2. Core Views of the Report - A - shares are oscillating narrowly at a high level, with hotspots rapidly rotating. The index is approaching the predicted neutral point, and market sentiment is exuberant [14]. - The US dollar index is expected to weaken in the short - term due to the downward - revised Q1 GDP and increased economic downward pressure [18]. - The prices of various commodities show different trends. For example, steel prices are expected to continue oscillating in the short - term, and copper prices may be supported by macro factors and show a slightly stronger oscillating trend [4][43]. 3. Summary by Directory 3.1 Financial News and Comments 3.1.1 Macro Strategy (Gold) - Fed's Collins believes it may be too early to cut interest rates in July, and the baseline outlook is to resume rate cuts later this year. Gold lacks upward momentum, and there is a risk of correction [10][11]. - Investment advice: Gold prices are expected to be weak in the short - term, and investors should be aware of correction risks [12]. 3.1.2 Macro Strategy (Stock Index Futures) - The State Council issued a plan to improve the social credit repair system, and the third batch of consumer trade - in funds will be released in July [13][14]. - Investment advice: It is recommended to allocate assets evenly [15]. 3.1.3 Macro Strategy (Foreign Exchange Futures - US Dollar Index) - Trump hopes Congress can pass the tax reform bill before July 4. The US Q1 GDP was downward - revised, and the dollar index is expected to weaken in the short - term [16][18]. - Investment advice: The US dollar is expected to weaken in the short - term [19]. 3.1.4 Macro Strategy (US Stock Index Futures) - US durable goods orders in May increased by 16.4% month - on - month, but the Q1 GDP was downward - revised. Market sentiment is high, but there are still concerns about economic data and tariff negotiations [20][21]. - Investment advice: It is not recommended to chase the high as the US stock market has factored in a lot of optimistic expectations [22][23]. 3.2 Commodity News and Comments 3.2.1 Agricultural Products (Soybean Meal) - Argentine soybean sales may stagnate in July due to the expiration of the tax - cut policy. US soybean export sales are better than expected. Domestic soybean meal prices have fallen, and trading volume is average [24][26]. - Investment advice: Futures prices are expected to remain range - bound. Focus on US soybean growing area weather and Sino - US relations [26]. 3.2.2 Agricultural Products (Soybean Oil/Rapeseed Oil/Palm Oil) - Malaysian palm oil production increased by 3.83% from June 1 - 25. The oil market is oscillating and waiting for new data [27]. - Investment advice: The oil market is expected to continue oscillating in the short - term. It is recommended to operate within the range and not to short when the bottom support is strong [27]. 3.2.3 Agricultural Products (Sugar) - Pakistan approved the import of 500,000 tons of sugar. Brazilian port sugar waiting to be shipped decreased. Brazil will increase the ethanol blending ratio in gasoline from August 1, which may support sugar prices [28][31]. - Investment advice: The external sugar market is weakly consolidating. Zhengzhou sugar may have limited rebound space and may fall after the July contract is delivered [32]. 3.2.4 Black Metals (Rebar/Hot - Rolled Coil) - The inventory of five major steel products increased slightly this week, but rebar inventory decreased slightly. Steel prices are expected to continue oscillating in the short - term [33][34]. - Investment advice: Steel prices are expected to oscillate in the short - term. It is recommended to use a hedging strategy when the price rebounds [35]. 3.2.5 Agricultural Products (Corn Starch) - Corn and corn starch consumption in starch sugar products increased slightly this week. The opening rate of starch enterprises decreased slightly, and inventory decreased steadily. The CS09 - C09 spread decreased [36]. - Investment advice: It is recommended to wait and see as the factors affecting the CS - C spread are complex [36]. 3.2.6 Agricultural Products (Corn) - Corn consumption by deep - processing enterprises increased, and inventory decreased slightly. Spot prices are stable with an upward trend, while futures are weak [37][39]. - Investment advice: It is recommended to wait and see for old - crop contracts. Consider shorting the November and January contracts when the new - crop situation is clearer [39]. 3.2.7 Non - Ferrous Metals (Copper) - The metal market shows a cautiously bullish sentiment. India plans to take measures to deal with copper supply risks. Macro factors support copper prices in the short - term, and inventory changes should be focused on [39][43]. - Investment advice: Copper prices may show a slightly stronger oscillating trend in the short - term. Adopt a bullish strategy. Wait patiently for arbitrage opportunities [43]. 3.2.8 Non - Ferrous Metals (Polysilicon) - Longi plans to build a 1.4GW BC component factory in Indonesia. The polysilicon market is still under pressure, with falling prices and limited production cuts [44][45]. - Investment advice: It is recommended to focus on the PS08 - 09 positive spread opportunity due to high unilateral investment risks [46]. 3.2.9 Non - Ferrous Metals (Industrial Silicon) - The social inventory of industrial silicon decreased this week. There are rumors of production cuts and restarts. The price increase may face resistance [47][48]. - Investment advice: Pay attention to short - selling opportunities when the price of industrial silicon rebounds [48]. 3.2.10 Non - Ferrous Metals (Zinc) - The LME zinc is in a contango. A zinc smelter in Peru went on strike, and domestic zinc inventory increased slightly. Zinc prices may oscillate strongly in the short - term but face an oversupply situation in the medium - term [49][51]. - Investment advice: Reduce or stop losses on previous short positions in the short - term. Look for short - selling opportunities after the macro - sentiment fades. Consider positive spread arbitrage [52]. 3.2.11 Non - Ferrous Metals (Lithium Carbonate) - Ganfeng's first shipment of lithium concentrate from Mali set sail. The low price attracts some pre - season stocking, and there may be a short - term price rebound [53][54]. - Investment advice: Avoid short positions. Consider the 9 - 11 positive spread opportunity [54]. 3.2.12 Non - Ferrous Metals (Nickel) - LME nickel inventory decreased slightly. The nickel market is facing an oversupply situation, and nickel prices may be affected by the price of nickel ore [55]. - Investment advice: The short - term up - and - down profit - loss ratios of nickel prices are not good. Consider short - selling when the premium of nickel ore drops significantly [56]. 3.2.13 Energy and Chemicals (Liquefied Petroleum Gas) - The weekly commercial volume of LPG in China decreased, and inventory increased. The market is expected to oscillate in the short - term [57][58]. - Investment advice: Wait and see the demand after the increase in the release of civil LPG in East China [59]. 3.2.14 Energy and Chemicals (Carbon Emissions) - The National Energy Administration issued 215 million green certificates in May. The demand for green certificates is increasing, and they are evolving into financial assets [60]. - Investment advice: It is recommended to wait and see [61]. 3.2.15 Energy and Chemicals (Caustic Soda) - The caustic soda market in Shandong was stable. Supply is stable, and demand is average. The downward space of the futures price is limited [62]. - Investment advice: The spot price of caustic soda is gradually weakening, but the downward space of the futures price is limited [62]. 3.2.16 Energy and Chemicals (Pulp) - The decline of imported wood pulp prices slowed down, and the demand from downstream paper mills was weak [63][64]. - Investment advice: The pulp market is expected to oscillate as the fundamentals remain weak [64]. 3.2.17 Energy and Chemicals (PVC) - The spot price of PVC powder was narrowly adjusted, and the futures price oscillated. The trading volume was low [65]. - Investment advice: The PVC market is expected to oscillate as the fundamentals change little in the short - term [66]. 3.2.18 Energy and Chemicals (Urea) - The inventory of urea enterprises decreased slightly. The domestic supply - demand situation is expected to weaken, but the export quota may affect the market [67][69]. - Investment advice: Pay attention to potential policy changes regarding export quotas [69]. 3.2.19 Energy and Chemicals (PTA) - The downstream start - up rate of PTA was slightly adjusted. Supply decreased slightly this week and is expected to increase in the medium - term. The price is expected to oscillate in the short - term [70][71]. - Investment advice: The PTA price is expected to oscillate and adjust in the short - term [72]. 3.2.20 Energy and Chemicals (Bottle Chips) - The export quotes of bottle chip factories were mostly stable with some slight decreases. The industry plans to cut production in July, which may relieve supply pressure [73][76]. - Investment advice: Pay attention to the opportunity to expand the processing margin of bottle chips when the price is low [76].

美国国会议员们表示，他们将从税改法案中删除899报复税条款。 ...

美国总统特朗普：反对税改法案的人都不是好人。我们希望国会能够在7月4日之前通过法案。 ...

美国众议院议长约翰逊：有望在7月4日前通过税改法案。 ...