Market Overview - The Dow Jones Industrial Average increased by 400.17 points, or 0.91%, closing at 44,494.94 [2] - The Nasdaq Composite decreased by 166.84 points, or 0.82%, closing at 20,202.89 [2] - The S&P 500 index fell by 6.94 points, or 0.11%, closing at 6,198.01 [2] - The European Stoxx 50 index declined by 20.81 points, or 0.39%, closing at 5,282.43 [2] - The UK FTSE 100 index rose by 124.37 points, or 0.28%, closing at 8,785.33 [2] - The German DAX index decreased by 236.32 points, or 0.99%, closing at 23,673.29 [2] - The Shanghai Composite Index increased by 13.32 points, or 0.39%, closing at 3,457.75 [2] - The Hang Seng Index fell by 211.87 points, or 0.87%, closing at 24,072.28 [2] Legislative Developments - The U.S. Senate passed a comprehensive tax and spending bill supported by President Trump with a vote of 51 to 50, now awaiting a vote in the House of Representatives [4] - The House Speaker Mike Johnson is working to pass the bill before July 4, but success is not guaranteed [4] Federal Reserve Insights - Federal Reserve Chairman Jerome Powell indicated that the Fed might consider a rate cut in July, depending on evolving data, emphasizing the need for the Fed to remain apolitical [5] International Investment Changes - Russian President Vladimir Putin signed a decree establishing new investment mechanisms for foreign investors, allowing investments from "unfriendly countries" and creating special accounts for transactions [6] Political Developments in Thailand - The Thai Constitutional Court has suspended Prime Minister Prayuth Chan-o-cha amid impeachment proceedings related to alleged constitutional violations [7] Automotive Industry Performance - BYD reported June sales of 382,600 new energy vehicles, a 17.5% increase year-over-year [9] - Leap Motor achieved a record delivery of 48,000 vehicles in June, up over 138% year-over-year [9] - Xpeng Motors delivered 34,600 vehicles in June, marking a 224% increase year-over-year [9] - NIO delivered 24,900 vehicles in June, a 17.5% increase year-over-year [9] - Xiaomi Motors delivered over 25,000 vehicles in June [9]

来源：央视新闻 当地时间7月1日，美国国会参议院通过全面减税和支出法案，并提交众议院。美国众议院将于2日就法 案进行辩论和投票。 美国参议院当天上午以51比50的投票结果通过了美国总统特朗普力推的全面减税和支出法案。 在此期 间，参议员们就数十项拟议的立法修改进行了投票。据悉，3位共和党参议员"倒戈"，投票反对最终法 案，他们分别是肯塔基州共和党参议员兰德·保罗、北卡罗来纳州共和党参议员汤姆·蒂利斯和缅因州共 和党参议员苏珊·柯林斯。 同时担任参议院议长的共和党籍副总统万斯在50票赞成、50票反对的"平票"情况下，投出了"打破僵 局"的一票，该修正案以51比50的投票结果获得通过。 由于参议院对该法案有较大修改，这项被特朗普称为"大而美"法案的修订法案现在将返回众议院，需要 得到众议院的再次通过才能提交给美国总统签字并成为法律。众议院议长迈克·约翰逊称，将在特朗普 设定的7月4日最后期限前争取通过该法案。 "大而美"法案内容都有什么？ 该法案推出多项税收减免政策，既包括加班费和小费免税，也包括大幅提高遗产税和赠予税免税额，并 在未来根据通胀指数继续进行调整。 减少医疗、福利补助及"绿色补贴"等支出 在"节流" ...

Core Points - The Senate narrowly passed a comprehensive tax and spending bill proposed by Trump, which is referred to as an "economic nuclear bomb" due to its significant tax cuts and social safety net reductions, while increasing military and immigration enforcement spending, leading to a projected $3.3 trillion increase in national debt [1][2] - The bill has been sent to the House for a final vote, but some Republican lawmakers have publicly opposed the Senate version [1] Summary by Sections Key Provisions of the Bill - Extension of Trump's 2017 tax cuts - New tax benefits for tip income and overtime pay - Increased budget for military and immigration enforcement - Reduction of approximately $930 billion in Medicaid and food assistance for low-income individuals - Repeal of several green energy incentives from the previous Biden administration - The bill highlights divisions among Republicans regarding the $36.2 trillion national debt and raises the federal debt ceiling by $5 trillion [2] Legislative Process and Challenges - The Senate passed the bill with a 51-50 vote, with Vice President Vance casting the tie-breaking vote; three Republican senators voted against it alongside all Democratic senators [3] - The final version included provisions to secure support from Senator Lisa Murkowski, such as additional food assistance for certain states and $50 billion in funding for rural hospitals [3] - The House, with a narrow Republican majority of 220-212, is expected to have a contentious vote, with Trump planning to engage deeply in lobbying efforts [3] Reactions and Implications - Billionaire Elon Musk criticized the bill for excessive spending and pledged to support challengers to current Republican lawmakers in the midterm elections [4] - Democratic leaders condemned the bill as the largest theft in U.S. healthcare history, claiming it would deprive hungry children of food [4] - The Tax Foundation indicated that the primary beneficiaries of the Senate version of the bill would be the top 1% of earners with incomes exceeding $663,000 in 2025 [5] - Independent analyses suggest that tightening food and healthcare eligibility will significantly reduce income for impoverished populations, with an estimated 12 million people losing healthcare coverage [6]

Group 1: Trade Negotiations and Tariffs - President Trump stated he does not plan to extend the July 9 deadline for trade negotiations with various countries, expressing skepticism about reaching an agreement with Japan [1][3] - Trump indicated he could impose tariffs on Japanese imports as high as 30% or 35%, significantly above the previously announced 24% tariff rate [3] Group 2: Legislative Developments - The U.S. Senate passed a comprehensive tax and spending bill, referred to as the "Big and Beautiful" plan, which will be debated and voted on by the House of Representatives [4][5] - The bill aims to extend and upgrade Trump's tax policies from his first term, while also reducing and adjusting spending related to the Biden administration's "Green New Deal" [6] - The proposed legislation plans to reduce taxes by $4 trillion over the next decade and cut spending by at least $1.5 trillion [6][7] Group 3: Market Reactions - Following a public dispute between Trump and Tesla CEO Elon Musk, Tesla's stock fell approximately 7%, resulting in a market capitalization loss of about $54.5 billion [10][11] - Musk criticized the "Big and Beautiful" tax and spending bill, suggesting that if it passes, he would establish a new political party [11] Group 4: Federal Reserve Insights - Federal Reserve Chairman Jerome Powell indicated that Trump's tariff policies have contributed to uncertainty, delaying potential interest rate cuts that could have started in 2025 [12][14] - Powell acknowledged that the current economic outlook remains unstable, and the Fed is in a wait-and-see mode regarding future rate adjustments [14] Group 5: Shipping Index Developments - The European shipping index futures saw a significant increase of 7.80%, attributed to market expectations regarding shipping rates and geopolitical tensions [15][17] - Analysts noted that the shipping market is currently facing oversupply, with weekly capacity expected to rise significantly, which may suppress recovery in spot freight rates [18][19] - Key factors influencing the shipping index include U.S. tariff policies, immediate market conditions, and geopolitical situations, particularly concerning potential conflicts in the Middle East [19]

美国国会参议院当地时间7月1日通过一项大规模税收与支出法案。 在当天的投票中，51票赞成、50票反对。美国副总统、参议院议长万斯投出打破平局的关键一票。在此 次投票中，有3名共和党议员加入民主党阵营投票反对该法案。 根据该法案，美国总统特朗普在其第一个任期内于2017年通过的企业和个人减税措施将得以延续；对小 费、汽车贷款利率等提供新的税收减免措施；增加3500亿美元联邦预算，用于国防支出和打击非法移 民。为弥补减税带来的收入减少，该法案将提高贫困群体获得医疗保险和食品援助项目资格的门槛等。 （文章来源：中国新闻网） 5月22日，众议院以215票赞成、214票反对通过该税收与支出法案，但因为参议院对该法案作出改动， 众议院还需就参议院通过版本法案进行表决。如果获得通过，将由总统签字生效。 对于该法案，参议院民主党人表示强烈反对。为拖延投票进程，民主党人要求朗读该法案全文。该法案 共940页，整个朗读过程长达16小时。参议院民主党领袖舒默称，"参议院共和党人背叛了美国民众，让 参议院蒙羞"。 该法案在共和党内部也存在分歧。部分温和派议员反对在医保、社保等领域削减预算；部分保守派议员 则认为该法案削减预算力度不够 ...

Core Viewpoint - The ongoing conflict between President Trump and Elon Musk over the "Big and Beautiful" tax and spending bill highlights significant disagreements regarding government subsidies and fiscal policy [1][3][4]. Group 1: Dispute Overview - Trump criticized Musk for receiving substantial government subsidies, suggesting that without them, Musk's companies would struggle to survive [3]. - Musk responded by calling for the elimination of all subsidies immediately, indicating a strong stance against government financial support [3]. - The conflict has escalated, with Musk labeling the "Big and Beautiful" bill as "completely insane and destructive," and urging the formation of a new political party focused on public welfare [4]. Group 2: Financial Implications - Musk's criticism of the bill has led to volatility in Tesla's stock price, with a market value loss of approximately $150 billion at one point, although it later recovered [4]. - The ongoing disputes may impact the Republican Party's chances in the 2026 midterm elections, as concerns grow over Musk's influence and the potential fallout from his disagreements with Trump [4]. Group 3: Legislative Context - The Senate began discussing amendments to the "Big and Beautiful" bill on June 30, with a series of open votes expected to lead to a final vote soon after [5]. - The White House has actively promoted the bill, indicating its significance in the current political landscape [5].

Core Points - The U.S. Senate passed a comprehensive tax and spending bill on July 1, which has been submitted to the House of Representatives [1] - Three Republican senators voted against the final bill, including Rand Paul from Kentucky, Thom Tillis from North Carolina, and Susan Collins from Maine [1] - The bill was passed with a tie vote of 50-50, with Vice President Vance casting the tie-breaking vote, resulting in a final tally of 51-50 [1]

据央视新闻报道，当地时间7月1日，美国国会参议院通过全面减税和支出法案，并提交众议院。美国众 议院将于2日就法案进行辩论和投票。 这项被特朗普称为"大而美"的修订法案现在将返回众议院，众议院议长迈克·约翰逊将在特朗普设定的7 月4日最后期限前争取通过该法案。 美国参议院当天上午以51比50的投票结果通过了美国总统特朗普提出的全面减税和支出法案。在此期 间，参议员们就数十项拟议的立法修改进行了投票。 同时担任参议院议长的共和党籍副总统万斯在50票赞成、50票反对的"平票"情况下，投出了"打破僵 局"的一票，该修正案以51比50的投票结果获得通过。 ...

Group 1 - The U.S. House of Representatives is scheduled to debate and vote on Trump's tax and spending bill on Wednesday local time [1]

央视新闻消息，当地时间7月1日，美国国会参议院通过全面减税和支出法案，并提交众议院。 美国参议院当天上午以51比50的投票结果通过了美国总统特朗普提出的全面减税和支出法案。在此期间， 参议员们就数十项拟议的立法修改进行了投票。同时担任参议院主席的共和党籍副总统万斯在50票赞成、 50票反对的"平票"情况下，投出了"打破僵局"的一票，该修正案以51比50的投票结果获得通过。 这项被特朗普称为"大而美"的修订法案现在将返回众议院，众议院议长迈克·约翰逊将在特朗普设定的7月4 日最后期限前争取通过该法案。 "大而美"法案内容都有什么？ 0:00 / 1:54 按提出该法案的共和党方面的说法，该法案是对特朗普第一任期减税政策的延续和升级，也是对拜登政 府"绿色新政"、福利与支出等政策的缩减与调整。 ——减税 该法案计划在未来10年内减税4万亿美元，并削减至少1.5万亿美元支出。 该法案推出多项税收减免政策，既包括加班费和小费免税，也包括大幅提高遗产税和赠予税免税额，并在 未来根据通胀指数继续进行调整。 ——减少医疗、福利补助及"绿色补贴"等支出 在"节流"方面，"大而美"法案将在医疗补助领域削减近万亿美元资金，提高对 ...