Core Points - The "One Big Beautiful Bill Act" was passed in the U.S. House of Representatives with a vote of 218 to 214, and is set to be signed by Trump on July 4 as a celebration of Independence Day [1] - The act is a significant tax and spending bill, extending the 2017 Tax Cuts and Jobs Act, raising the debt ceiling, and increasing spending on border security, defense, and energy production [1][3] - Critics argue that the act primarily benefits wealthy individuals and corporations while low-income populations bear the brunt of the cuts to social welfare programs [1][5] Tax Cuts and Revenue Impact - The act is estimated to reduce U.S. tax revenue by approximately $4.5 trillion over the next decade, with many tax cuts from the 2017 act being made permanent [3][4] - Corporate tax rates will be permanently reduced from 35% to 21%, and additional tax incentives for business investments will be extended [3][4] - The act raises the state and local tax deduction cap from $10,000 to $40,000, benefiting households earning between $200,000 and $500,000, particularly in high-tax states [4] Social Welfare and Healthcare Cuts - The act is projected to cut $1.5 trillion in spending over the next decade, disproportionately affecting low-income populations [5] - Medicaid funding is expected to be reduced by about $1 trillion, potentially leaving 12 million low-income individuals without healthcare coverage [7] - The tightening of eligibility for the Supplemental Nutrition Assistance Program (SNAP) may lead to a $300 billion reduction in spending [8] Debt and Fiscal Concerns - The Congressional Budget Office estimates that the act will increase the federal deficit by nearly $3.3 trillion over the next decade, raising annual deficit rates to around 7% [9] - The debt ceiling will be raised by $5 trillion, with projections indicating that by 2034, U.S. national debt could reach 124% of GDP, the highest in history [9][11] - Interest payments on federal debt are already surpassing military spending, raising concerns about long-term fiscal sustainability [11] Defense and Energy Spending - The act includes an additional $150 billion for defense spending, with a focus on missile defense systems and military priorities [13] - Approximately $175 billion will be allocated for immigration and border enforcement, including $46.5 billion for border wall construction [14] - The act significantly reduces incentives for clean energy while increasing support for traditional energy sectors, reflecting a shift in U.S. energy policy [14][15]

Group 1: Impact on Healthcare Companies - The "Big and Beautiful" bill is expected to cut approximately $900 billion in Medicaid spending over the coming years, reversing many advancements made during the Biden and Obama administrations in healthcare [5] - Medicaid currently covers 83.1 million people, with a significant increase from 60.9 million in 2009 to a peak of 94.6 million in 2023 [5] - Companies like Elevance Health, Centene, and Molina Healthcare, which have substantial exposure to the Medicaid market, will see direct revenue impacts due to the expected decline in Medicaid enrollment [6] Group 2: Effects on Renewable Energy Sector - The bill cancels several clean energy incentives from the Biden administration and imposes restrictions on renewable energy, favoring fossil fuel production [9] - The removal of unused funds from the $20 billion greenhouse gas reduction fund and the termination of tax credits for electric vehicles are significant blows to the renewable sector [9][10] - The changes in tax measures are projected to increase the industry's burden by $4 billion to $7 billion, threatening $450 billion in infrastructure investments and potentially leading to the loss of 300 GW of wind and solar projects over the next decade [10] Group 3: Benefits to Corporations and High-Income Individuals - The bill reinstates tax deductions for equipment purchases and allows immediate full deductions for new manufacturing facilities, particularly benefiting the semiconductor industry [13] - High-income households are projected to see an increase in net income by nearly $13,000, while middle-income families will see a modest increase of $1,430 [14]

Group 1 - The passage of Trump's "Big and Beautiful" bill is almost inevitable, as failure to pass it would lead to a halt in U.S. government operations and a collapse of the dollar and U.S. Treasury credit system [1] - Both the Democratic and Republican parties are attempting to leverage the bill for personal interests despite their public disagreements [1] - The current situation indicates a failure in efforts to control carbon emissions and a stagnation in the development of alternative energy, exacerbating wealth inequality in the U.S. [1] Group 2 - The current government faces two urgent issues: maintaining operational funding through continued issuance of Treasury bonds and addressing the credibility of the dollar and U.S. debt [3] - Trump's strategies include raising the debt ceiling, using ambiguous statements to create market volatility, and issuing a dollar stablecoin linked to U.S. debt to alleviate the debt crisis [5] - The potential outcomes of these strategies could determine whether the U.S. remains a leading power or declines to a second or third-tier status [7]

Group 1 - The House of Representatives passed the "Big and Beautiful Act," which is expected to be signed by President Trump before Independence Day, aiming to extend non-permanent tax cuts from his first term [1] - The act is projected to increase the deficit by over $2 trillion over the next decade, with the 2024 deficit expected to reach 6.4% of GDP, the highest level during peacetime and non-recession periods [1] - Concerns about the lack of a plan to address the deficit may lead to higher U.S. Treasury yields and a steeper yield curve [1] Group 2 - The new fiscal stimulus plan is expected to provide timely support to the slowing U.S. economy, boosting consumer spending and business confidence [2] - Despite the support from the act, economic growth is still anticipated to remain below trend due to the impact of tariffs [2] - Inflation risks are skewed to the upside due to factors such as a weaker dollar, increased actual tariff rates, and potential energy price hikes from geopolitical conflicts [2]

Group 1 - The core content of the "Big and Beautiful" bill includes a $4.5 trillion tax cut extension from Trump's first term, along with approximately $350 billion in investments for national security and immigration enforcement [2] - The bill will cut $1.2 trillion from social welfare programs, primarily targeting Medicaid and SNAP, by imposing stricter work requirements [2] - The Congressional Budget Office estimates that the plan will increase the deficit by $3.3 trillion over ten years and result in 11.8 million people losing health insurance [2] Group 2 - The bill was passed in the House with a vote of 218 to 214, with all Democrats and two Republicans voting against it, marking a significant legislative achievement for Trump [1][2] - Trump described the bill as the largest of its kind ever signed and claimed it would lead to unprecedented economic growth [3][4] - The White House stated that the bill would create historic economic growth and reduce deficits and debt, emphasizing its broad scope and significant tax cuts [4]

Core Points - The "Big and Beautiful" bill, heavily promoted by President Trump, was passed in the House of Representatives after a lengthy voting process [1][4] - The bill was approved in the Senate with a narrow margin of 51-50, with Vice President Vance casting the tie-breaking vote [2][4] - The legislation aims to reduce taxes by $4 trillion and cut spending by at least $1.5 trillion over the next decade [6][7] Legislative Process - The bill faced significant challenges in both the House and Senate, with debates and procedural votes extending over several days [4][5] - In the House, the bill passed with a slim margin of 219 votes in favor to 213 against, despite opposition from some Republican members [4][5] - The Senate's voting process was marked by a record-long debate, including a forced reading of the entire bill text [4][6] Financial Implications - The bill is projected to increase the U.S. debt ceiling by $5 trillion, leading to an average annual deficit of 7% and an increase in national debt by over $3.3 trillion by fiscal year 2034 [7][10] - The Congressional Budget Office (CBO) estimates that the bill will result in a significant income disparity, with the wealthiest households seeing an increase in income while the poorest will experience a decrease [8][9] Political Dynamics - The passage of the bill highlights the deep polarization within U.S. politics, with significant dissent among Republican factions and unified opposition from Democrats [9] - The bill is expected to be a focal point in the upcoming midterm elections, with potential repercussions for Republican control of Congress [9] Economic Outlook - Analysts predict that the implementation of the "Big and Beautiful" bill will exacerbate the already growing U.S. debt, which has surpassed $36 trillion [10] - The dollar has shown signs of weakness, recording its worst performance in decades, which may be linked to the anticipated economic impacts of the new legislation [10]

Group 1 - The U.S. House of Representatives passed President Trump's large-scale tax and spending bill, known as the "Big and Beautiful" bill, with a vote of 218 in favor and 214 against [1] - The bill is controversial due to its potential cuts to federal aid, increase in long-term debt, and tax reductions for the wealthy and large corporations [1] - The bill aims to reduce taxes by $4 trillion and cut spending by at least $1.5 trillion over the next 10 years [1] Group 2 - House Democratic leader Hakeem Jeffries delivered a record-breaking speech lasting approximately 8 hours and 46 minutes to protest the "Big and Beautiful" bill [2] - Jeffries' speech highlighted the stories of Americans who would be affected by the healthcare reforms and other cuts included in the bill [2] - The previous record for the longest speech in the House was held by Republican Kevin McCarthy, who spoke for 8 hours and 32 minutes in 2021 [2]

Group 1 - The core viewpoint of the article is the passage of the "Big and Beautiful" tax and spending bill by the U.S. House of Representatives, which has been controversial due to its implications for federal aid cuts, long-term debt increases, and tax reductions for the wealthy and large corporations [1][2]. - The bill aims to reduce taxes by $4 trillion over the next decade and cut spending by at least $1.5 trillion, as stated by the Republican proponents [2]. - The bill was passed in the House with a vote of 218 in favor and 214 against, indicating a narrow margin of support [1]. Group 2 - The House Democratic leader, Hakeem Jeffries, delivered a record-breaking speech lasting approximately 8 hours and 46 minutes to protest the bill, highlighting the negative impacts on Americans affected by the proposed cuts [4]. - Jeffries' speech was part of a strategy to delay the bill's passage, showcasing the intense opposition from the Democratic side [3][4]. - The previous record for the longest speech in the House was held by Republican Kevin McCarthy, who spoke for 8 hours and 32 minutes in 2021 [5].

来源：央视新闻客户端 美总统特朗普将于4日下午签署"大而美"法案 当地时间7月3日，白宫表示，美国总统特朗普将于当地时间4日17时签署"大而美"法案。 只待总统签署 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。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。这一法案因造成联邦援助削减、长期债务增加和为富人和大企业减税等而备受争 议，被一些人士批评"劫贫济富"、将美国进一步推上财政不可持续道路。 继续拖延"大而美"法案 美众议院民主党领袖演讲近9小时创纪录 "大而美"法案在美国会众议院表决通过 当地时间7月3日下午，美国国会众议院对总统特朗普的大规模减税及支出法案、也就是所谓的"大而 美"法案进行最终表决投票。最终投票结果显示， 共有218票支持、214票反对，法案因此得以在众议院 通过。接下来该法案将送至白宫，在经过美国总统特朗普签署后正式颁布。 当地时间7月3日，美国众议院民主党领袖哈基姆·杰弗里斯以"神奇一分钟"的马拉松式发言，抗议美国 总统特朗普力推的"大而美"税收与支出法案。"神奇一分 ...

Group 1 - The "Big and Beautiful" bill is expected to provide clear benefits to businesses and households, which will support corporate earnings and stock prices [1] - The bill may lead to increased government debt issuance, with the Congressional Budget Office estimating an increase of approximately $3 to $3.4 trillion over the next decade [1] - Higher deficits could raise inflation expectations, impacting market dynamics [1] Group 2 - Cyclical industries are anticipated to benefit from the bill, particularly energy companies due to the removal of green energy subsidies [1] - Industrial companies are expected to gain from increased infrastructure spending [1] - The financial sector may see advantages from reduced uncertainty, general deregulation, and a steepening yield curve [1] - Consumer goods industries are likely to benefit from tax reductions [1]