马斯克：税改法案不止是抵销了DOGE达成的成本节约。 ...

Market Overview - Global assets are experiencing a decline, with major U.S. stock indices opening lower [1] - The Dow Jones Industrial Average is at 42,117.58, down 0.23%, the Nasdaq is at 19,027.63, down 0.77%, and the S&P 500 is at 5,881.62, down 0.52% [2] - Chinese concept stocks are facing significant losses, with the Nasdaq China Golden Dragon Index dropping over 3% [2] Chinese Stocks Performance - The Wande Chinese Technology Leaders Index is at 3,858.66, down 2.33%, and the Nasdaq China Golden Dragon Index is at 7,002.87, down 3.10% [3] - The Wande Chinese Stocks 100 Index is at 2,644.37, down 2.25% [3] - Notable declines include: - WanGuo Data down 8.69% at 22.910 - Tiger Brokers down 8.30% at 7.730 - Thunder down 6.68% at 5.935 - TAL Education down 6.35% at 9.955 - Tencent Music down 5.89% at 16.460 [3] Commodity Market - International crude oil prices have dropped, with WTI and Brent crude both falling over 1% [4] - Gold and silver are also experiencing a pullback, with London gold at 3,285.870, down 0.94%, and London silver at 33.012, down 0.87% [6][7] - The cryptocurrency market is seeing widespread declines, with Dogecoin down 6.85% at 0.202140 [8] Economic Data - The U.S. April PCE data shows a year-over-year increase in the PCE price index of 2.1% and a core PCE increase of 2.5%, aligning with expectations [9] - The U.S. April goods trade deficit has significantly narrowed, with imports experiencing a record decline [9] U.S. Government Restructuring - The U.S. State Department plans a major restructuring, aiming to cut thousands of jobs, with nearly 45% of its domestic offices to be closed, consolidated, or streamlined [10] - The restructuring will result in a reduction of 3,448 employees from the current total of approximately 18,780 [10] Corporate Taxation Concerns - Ford's Executive Chairman Bill Ford publicly criticized a recent tax reform bill passed by the U.S. House, warning it could jeopardize production tax credits for Ford factories, threatening operations and jobs [11]

Core Viewpoint - The White House Press Secretary Levitt stated that the tax reform bill will not increase the deficit [1] Group 1 - The tax reform bill is positioned as a measure that will maintain fiscal responsibility by not contributing to the national deficit [1]

Group 1 - The U.S. stock indices opened slightly higher, with the Dow Jones up 0.05%, S&P 500 up 0.01%, and Nasdaq down 0.03% as investors shifted focus from trade tensions to the latest tax reform bill [1] - Nvidia is set to release its earnings report, which will significantly influence the future performance of tech stocks [1][9] - Pinduoduo's stock continued to decline after missing earnings expectations, dropping nearly 3% following a 13% decrease the previous day [1] Group 2 - Recent signals indicate a de-escalation in the U.S.-China trade war, with President Trump postponing high tariffs on the EU and ongoing dialogues between the EU and the U.S. regarding trade policies [3][4] - ASEAN leaders expressed concerns over the uncertainty brought by U.S. tariffs and emphasized the need for trade diversification [3] Group 3 - The new tax reform bill proposed by Trump is projected to increase the deficit by $3.8 trillion over the next decade, with $2.2 trillion occurring in the first five years [6] - Analysts from Deutsche Bank and Morgan Stanley highlighted that the tax reform could lead to a deficit exceeding 6% of GDP in the coming years, primarily due to record interest expenses and economic slowdown [6][7] Group 4 - Nvidia's upcoming earnings report is highly anticipated, with analysts expecting revenue of $43.28 billion, a 66% year-over-year increase, and a net profit of approximately $19 billion, a 31% increase [9] - The market is particularly focused on the supply situation of Nvidia's new Blackwell chips and the company's performance in the Middle East and China [9]

无视马斯克批评 特朗普坚称税改法案必须通过 金十数据5月29日讯，当地时间28日，美国总统特朗普回应埃隆·马斯克对所谓政府税收与支出法案感到 失望，及其质疑该法案能否兼具"大而美"时表示，该项法案必须获得大量支持票，必须让这项法案在众 议院获得通过。特朗普表示将就这项法案进行谈判，他对这项法案的某些方面并不满意。特朗普称，参 议院多数党领袖约翰·图恩正在与他和其他人合作，这项法案需要几乎所有共和党人的投票。 ...

作者 | 第一财经 2025.05. 28 本文字数：1044，阅读时长大约2分钟 5月28日，美国三大股票指数集体小幅高开，随后窄幅震荡，截至23:50，道指跌0.33%，标普500指 数跌0.27%，纳指跌0.17%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | DJI | 道琼斯工业指数 | 42204.77 | -138.88 | -0.33% | | IXIC | 纳斯达克指数 | 19166.87 | -32.29 | -0.17% | | SPX | 标普500 | 5905.26 | -16.28 | -0.27% | | NDX | 纳斯达克100 | 21395.62 | -19.37 | -0.09% | | MAGS | 万得美国科技七巨头指数 | 51942.05 | -3.57 | -0.01% | 消息面上，美联储将于北京时间5月29日02:00（美东时间14:00）发布会议纪要。5月7日，美联储按 兵不动，维持联邦基金利率目标区间在4.25%—4.5%不变，符合市场预期。 据证券时报·e公司，美 联 ...

Market Overview - US stock market opened high but experienced a sharp decline, with all three major indices turning negative by the time of reporting [1] - Chinese concept stocks showed mixed performance, with major tech leaders generally declining; BYD fell over 4%, while Pinduoduo and Xiaomi dropped more than 3% [2][3] Key Stock Movements - Notable declines in Chinese stocks include: - BYD-ADR: $102.40, down 4.59% - Pinduoduo: $99.36, down 3.52% - Xiaomi-ADR: $32.57, down 3.09% - Tencent-ADR: $63.90, down 2.11% - JD.com: $31.90, down 1.98% - Alibaba: $117.20, down 1.94% - Meituan-ADR: $33.04, down 1.58% - NetEase: $124.12, down 0.14% [3] Cryptocurrency Market - The cryptocurrency market also saw a significant drop, with Bitcoin and Ethereum both declining over 1% [5] Federal Reserve and Economic Outlook - Expectations for Federal Reserve interest rate cuts have decreased, with market surveys indicating a lowered forecast for US stock market gains this year [8] - Concerns regarding the tax reform proposed by Trump are affecting investor sentiment, with potential implications for the US economy [8] Trade Negotiations - Ongoing trade discussions between the EU and the US are set to continue, focusing on tariff policies and cooperation in sectors such as aviation, semiconductors, and steel [10] - The EU trade commissioner indicated that dialogues are ongoing, with potential for new trade agreements in the near future [10]

Group 1: Market Overview - The US stock indices opened slightly higher on May 28, with the Dow Jones up 0.05%, S&P 500 up 0.01%, and Nasdaq down 0.03% [2] - Investor focus has shifted from trade war tensions to the latest tax reform bill in the US [2] - Major tech stocks showed mixed performance, with Nvidia down 0.2% ahead of its earnings report [2] Group 2: Trade War Developments - Signs of easing in the US tariff war emerged, with President Trump postponing high tariffs on the EU [3] - The EU and the US are engaged in ongoing discussions regarding tariff policies and cooperation in various sectors [3] - ASEAN leaders expressed concerns about the uncertainty brought by Trump's tariff plans and emphasized the need for trade diversification [3] Group 3: Tax Reform Concerns - The latest tax reform bill is projected to increase the US deficit by $3.8 trillion over the next decade, with $2.2 trillion occurring in the first five years [5] - Analysts from Deutsche Bank and Morgan Stanley highlighted the potential for the deficit to exceed 6% of GDP in the coming years due to the tax reform [5] - The tax reform is seen as a continuation of previous tax cuts, and failure to pass it could lead to significant tax increases and economic recession [5] Group 4: Nvidia's Earnings Report - Nvidia is set to release its earnings report, with analysts optimistic about a revenue expectation of $43.28 billion for the quarter, a 66% year-over-year increase [6] - The company's stock has risen over 40% since April, and the performance of its new Blackwell chip is a key focus for investors [6] - Concerns regarding Nvidia's gross margin due to rising costs from increased production capacity are also highlighted [6] Group 5: General Sentiment in Tech Sector - Overall, tech companies have reported strong earnings, contributing to a positive sentiment in the sector [7] - Nvidia's performance is expected to further solidify the overall trend in the tech sector if it continues to show strength [7]

Group 1: Market Overview - The three major U.S. stock indices opened slightly higher on May 28, with the Dow Jones up 0.05%, S&P 500 up 0.01%, and Nasdaq down 0.03% [1] - Investor focus has shifted from trade war tensions to the latest U.S. tax reform bill, with significant attention on Nvidia's upcoming earnings report [1][10] - Major tech stocks showed mixed performance, with Nvidia down 0.2% ahead of its earnings release [1] Group 2: Trade War Developments - Recent signals indicate a de-escalation in the U.S. trade war, including President Trump's postponement of high tariffs on the EU [5] - The ASEAN leaders expressed concerns over the uncertainty brought by U.S. tariffs and emphasized the need for trade diversification [5] - Current baseline tariffs are at 10%, with potential reductions for countries providing favorable conditions [5] Group 3: Tax Reform Concerns - The latest U.S. tax reform bill is projected to increase the deficit by $3.8 trillion over the next decade, with $2.2 trillion (approximately 58%) occurring in the first five years [8] - Analysts from Deutsche Bank and Morgan Stanley highlight that the deficit will remain above 6% of GDP in the coming years, with the tax reform contributing to this increase [9] Group 4: Nvidia's Earnings Expectations - Nvidia is set to release its earnings report, with analysts expecting revenue of $43.28 billion for the quarter, a year-over-year growth of 66% [11] - The anticipated net profit is around $19 billion, reflecting a 31% increase, although this growth rate is significantly lower than the previous year's 260% [11] - Market attention is on the supply situation of Nvidia's new Blackwell chips and its performance in the Middle East and China [11]

【文/观察者网 阮佳琪】 当地时间27日，据美国哥伦比亚广播公司（CBS）报道，重返SpaceX工作的马斯克表示，获得总统特朗 普大力支持的一项大规模税收与支出法案，上周在美国国会众议院通过，这让他感到非常"失望"。 他说，"坦白讲，看到这项法案我很失望，它不仅没有减少预算赤字，反而增加了赤字，还削弱了政府 效率部（DOGE）的工作成果。" 报道称，马斯克所指的是，被特朗普称为"大而美"的税改法案（One Big Beautiful Bill）。上周四（22 日），共和党人占多数的美国国会众议院，以一票之差的微弱优势（215票赞成、214票反对）通过了这 项法案。 这项法案将延长特朗普在其首届任期通过的企业和个人减税措施，同时增加国防支出，并为打击非法移 民提供更多资金。根据美国国会预算办公室的评估，该法案的税收条款将在2034年前使赤字增加3.8万 亿美元。 马斯克对此无奈道，"我认为，一项法案它可以'大'，也可以'美'。但我不知道它能否两者兼具。这是我 的个人观点。" 美媒称，马斯克的这番言论，似乎与力挺这项法案的特朗普"存在巨大分歧"，后者在庆祝众议院通过法 案时，将之称为"美国历史上签署的最重要的立法 ...