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马斯克死磕特朗普的底层逻辑:钱可以少赚,但不能打碎圣人梦
Sou Hu Cai Jing· 2025-07-02 21:50
Core Viewpoint - The conflict between Elon Musk and President Trump over the "Big and Beautiful Act" highlights a significant ideological clash regarding the future of the clean energy industry in the U.S. and its implications for Tesla and SpaceX [1][9]. Group 1: Legislative Developments - The "Big and Beautiful Act" has passed a critical legislative hurdle with the support of Vice President Vance, moving closer to official enactment [1]. - The act includes provisions that reduce electric vehicle purchase subsidies and limit financial support for clean energy projects, which has provoked strong reactions from Musk [3]. Group 2: Impact on Tesla - Musk's opposition to the act stems from its potential to undermine Tesla's market competitiveness, particularly as the U.S. is the largest oil consumer and low oil prices already limit electric vehicle adoption [5]. - Financial data indicates that Tesla's revenue is projected to decline by 9.2% year-on-year in Q1 2025, with net profits plummeting by 70% [5]. Group 3: Broader Implications for SpaceX - The financial interdependence between Tesla and SpaceX means that a decline in Tesla's profitability could jeopardize funding for SpaceX's projects, including the ambitious Mars colonization plan [7]. - The cancellation of electric vehicle subsidies could lead to a significant reduction in cash flow for Tesla, which is crucial for supporting SpaceX's research and development [7]. Group 4: Ideological Conflict - The clash between Musk and Trump represents a broader ideological struggle between idealism and practical politics, with Musk's vision for clean energy and space exploration at stake [9][11]. - Musk's fierce opposition to the act reflects his commitment to his life goals, which include establishing a sustainable energy system and advancing human space exploration [5][11].