据央视新闻消息，当地时间8月19日，《华尔街日报》报道称， 特斯拉首席执行官马斯克正悄然改变成立"第三 党"的计划。 马斯克告诉盟友，他希望将精力集中在自己的公司上。 综合自：央视新闻 责编： 王璐璐 校对： 许欣 百万用户都在看 A股利好！外资，加速买入！旗帜鲜明看多这一板块 突然升温！A股重返3700点，该怎么操作？切记，这是上涨中最容易犯的错 重大突破！刚刚，利好消息传来 鲍威尔，大消息！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 券中社 券 商 中 国 × 券 中 社 扫 码 下 载 券 中 社 A P P 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 券中社APP 弊中社 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权, 未 经 授 权 禁 止 转 载 ， 否 则 将 追 究 相 应 法 律 责 任 。 知情人士称，马斯克还考虑， 如果美国副总统万斯决定在2028年竞选总统，他可能会动用财力予以支 ...

7月5日，马斯克宣布成立自己的政党"美国党"。他刚因不满于过度监管和 "觉醒文化"与民主党分道扬镳，又因"大而美"法案与特朗普彻底决裂 。 本期，我们来探讨：马斯克自立党派的目的究竟是什么？在美国过去几十年，两党制格局非常难打破，在明知没有胜算的情况下，"美国党"的目标是怎样 的？ 文章也开了个脑洞：随着AI快速发展，势力和派系更加极端，届时会需要一个新的政治形态，而马斯克又会如何为这个未来作准备？ 一、马斯克成立"美国党"动机 首先，马斯克成立"美国党"的动机其实很简单直接：两边的政治纲领他都反对。 对于民主党，他抨击所谓的"觉醒文化"和近几年愈加左倾的"政治正确"和"言论审查"，认为民主党对科技监管太强、阻碍创新，以及公开反对太激进的加税 政策。 对于共和党，虽然在减税、市场自由上更接近马斯克的偏好，但在很多关键议题上，共和党提倡的纲领距离马斯克的价值观还是差得很远，最终，在大选中 出钱又出力的马斯克还是和特朗普政府因为"大而美"法案的分歧而分道扬镳。 而和两边都闹掰的情况下，自己亲自下场创立一个政党，这也非常符合马斯克一贯的风格了。 我们的对话嘉宾认为，让马斯克下决心成立"美国党"的，并不是"大而美"法 ...

Group 1 - Elon Musk announced the establishment of a new political party called the "American Party," aiming to return freedom to the people, directly targeting the current ruling party, the Republican Party [1][5] - The announcement followed the signing of the "Big and Beautiful" tax and spending bill by President Trump, which has been controversial due to its implications for federal aid and tax cuts for the wealthy and corporations [2][3] - The "Big and Beautiful" bill directly impacts Tesla's benefits from renewable energy subsidies, as it includes significant cuts to these subsidies, which are crucial for Tesla's business model [3][7] Group 2 - A poll conducted on Musk's X platform showed that approximately 65% of respondents supported the creation of the American Party, with a total of 1,248,856 votes cast [4] - Following the announcement, Tesla's stock price fell over 7%, reflecting market concerns about the implications of Musk's political activities on the company [7] - Trump's response to Musk's announcement was critical, labeling the idea of a third party as absurd and expressing concern over Musk's political ambitions [8] Group 3 - The American Party's potential embrace of Bitcoin (BTC) was indicated by Musk, suggesting a shift away from traditional fiat currency [11] - The announcement led to a surge in meme coins related to the American Party, although many of these coins experienced significant volatility and losses shortly after the initial hype [12][13] - Historical context shows that third parties in the U.S. have struggled to achieve political success, with previous attempts often resulting in minimal impact [10]

Political Landscape - Elon Musk established the America Party, aiming to return freedom to the people [2] - Donald Trump criticized Musk's move, stating that forming a third party has never succeeded in American history and could lead to chaos [2] - The America Party is officially registered with the FEC (Federal Election Commission) with the name America Party (AMEP), located in Hawthorne, California [2] Public and Expert Opinions - Some analysts believe Musk will leverage his wealth and influence to promote the America Party without personally entering politics [2] - A poll indicates that 80% of respondents believe a new party representing centrist voters is needed [2] - Critics argue that the American electoral system favors a two-party system, making it difficult for third parties to sustain [2] Musk's Political Strategy - The America Party will adopt a targeted strategy, focusing on winning 2 to 3 Senate seats and 8 to 10 House seats to become a decisive minority in legislative votes [2] - Musk aims to represent 80% of centrist voters, providing a balanced force amidst political polarization [2] - Initial ideas for the America Party include reducing national debt, promoting responsible spending, fostering technological innovation, reducing regulations, maximizing free speech, and supporting pro-natal policies [3] Challenges and Opportunities - Third parties in the US face structural barriers due to the winner-take-all electoral system and geographic constituencies [3] - Musk's personal assets, estimated around $400 billion, can provide ample funding for the party [3] - Musk's control of X (formerly Twitter) and his millions of followers can effectively promote the party's ideas [3]

点击上图▲立即收听 " 美国党不必轰轰烈烈，只需当个苍蝇，不断地去骚扰特朗普。 " 文 / 巴九灵（微信公众号：吴晓波频道） 与世界最有权力的总统争吵、斗气、决裂后，这位世界首富做了个刺激的决定：组建新政党。 美国时间7月5日，马斯克在其所拥有的社交平台X上宣布，成立"美国党"，英文名称，America Party。他说，该党的宗旨是"把自由还给美国人 民"。 图源：X 没有庄严的仪式。没有代表大会。没有政治纲领。没有振臂高呼的追随者。 美国党的启动仪式，颇有硅谷的休闲风格：一份马斯克发起的组党民意互联网问卷调查，再加上他在社交平台上写下的建党言论。 在美国，一个新政党若要获得参与选举的资格，必须完成一系列复杂的法律认证流程。截止发稿，还没有确切消息显示"美国党"进入实际的组建阶 段，马斯克也没有向联邦选举委员会提交任何组党的文件。 这是马斯克挑衅特朗普的最新动作，也是两人关系破裂的又一个新证据。 马斯克曾是特朗普的大金主，他在去年的总统大选中捐赠了近3亿美元，并在关键的摇摆州举办演讲，为特朗普拉票。特朗普重返白宫后，马斯克 是总统的亲密顾问，领导"政府效率部"并推动削减政府开支，他还带着自己的儿子到访白宫， ...

据央视新闻报道，当地时间7月6日下午，美国总统特朗普在被问及如何看待美国亿万富翁埃 隆·马斯克宣布成立新政党时表示， 马斯克"可以从中找点乐子"，但他认为这实属"荒谬"。 当地时间7月5日，马斯克与特朗普政府围绕日前生效的所谓"大而美"税收与支出法案的矛盾 再度升级。马斯克当天宣布成立一个独立于共和、民主两党的新政党——"美国党"，并声称 该党将代表美国社会"80%的中间选民"，瞄准明年的国会中期选举，争取在参众两院占得一席 之地。 在这条宣布成立的帖文下， 有网友问他的新政党是否会参加2026年中期选举或2028年的总统 选举时，马斯克回复称，"明年"。 特朗普：马斯克在过去五周里彻底"脱轨" 据新华社报道，特朗普6日在社交媒体发文说， 看到马斯克在过去五周完全"脱轨失控"，基本 上陷入"如火车事故般"灾难性局面，"令人难过"。 他还提及提名NASA局长人选一事，表示 NASA作为马斯克企业的重要合作方，如果局长由他的一位密友担任，这"极为不妥"。 特朗普去年12月提名美国富豪贾里德·艾萨克曼接任NASA局长。5月31日，即在白宫为马斯克 举行"欢送会"次日，特朗普宣布对艾萨克曼"以前各种关系"的详细审视后 ...

Group 1 - Elon Musk announced the formation of a new political party called "America Party" in response to Trump's tax and spending bill, which he claims could lead the nation to bankruptcy [1] - Trump criticized the idea of a third party, stating that the U.S. is fundamentally a two-party system and that third parties have historically not succeeded [1][2] - Treasury Secretary Janet Yellen suggested that the boards of Tesla and SpaceX may prefer Musk to focus on business rather than political activities [1] Group 2 - Musk's move to establish a third party is seen as a direct challenge to Trump, with whom he previously had a close relationship [2] - The tax and spending bill, which includes significant tax cuts and increased defense spending, has been passed by Congress, but critics argue it will worsen the federal deficit [2] - Trump's response to Musk's criticism included a threat to revoke existing government contracts and subsidies for Tesla and SpaceX [2] Group 3 - James Fishback, a businessman and Trump ally, expressed strong opposition to Musk's political ambitions, suggesting it conflicts with his role as CEO of Tesla [3] - Fishback has delayed the launch of a Tesla-focused ETF due to concerns over Musk's focus on the new party [3] - Analysts suggest that Tesla's board may need to intervene and discuss Musk's role if he increasingly dedicates time to the new political party [3]

Core Viewpoint - Elon Musk is seriously considering the establishment of a new political party called the "American Party," aiming to disrupt the current two-party system in the U.S. and gain significant seats in the upcoming midterm elections [1][2][3]. Group 1: Political Strategy and Goals - Musk plans to focus on winning 2 to 3 Senate seats and 8 to 10 House seats in the 2024 midterm elections, which he believes could influence key legislative votes [1][2]. - He draws parallels to historical military strategies, emphasizing a concentrated effort to achieve political goals rather than a broad approach [2]. - A recent poll on Musk's platform showed that 65.4% of over 1.24 million participants support the formation of the "American Party," indicating a desire for a new political option [1][2]. Group 2: Reactions and Concerns - Some conservative commentators express concern that the "American Party" could siphon votes from the Republican Party, potentially aiding Democratic candidates [2][3]. - Investors, including the CEO of Azoria Partners, have criticized Musk's political ambitions, arguing that they undermine shareholder confidence in his companies, particularly Tesla [2][3]. - Support for Musk's initiative includes unexpected endorsements from billionaires like Mark Cuban and Anthony Scaramucci, who are aligned with Democratic candidates [3]. Group 3: Challenges and Legal Considerations - Establishing a new political party in the U.S. involves complex legal requirements, with varying rules across states that could hinder the "American Party's" ability to appear on ballots [4]. - Experts suggest that while Musk may have the resources to initiate a new party, the process of creating a viable national political entity could take years and face significant opposition from established parties [4][5]. - A recent survey indicates that about 40% of Americans support the idea of a new party challenging the existing political landscape, but there remains a substantial portion of the electorate that is skeptical [5].

Core Viewpoint - The establishment of a third political party in the U.S. to challenge the existing two-party system is a complex process that may take years to navigate legal and financial challenges [1] Legal Challenges - Different states have varying requirements for new political parties to qualify for elections; for instance, in California, a new party must secure at least 0.33% of voters as members or collect 1.1 million signatures [1] - National recognition requires approval from the Federal Election Commission, which is likely to face strong opposition from the Democratic and Republican parties [1] Financial Challenges - Fundraising poses a significant hurdle, with the former chairman of the Federal Election Commission, Lee Goodman, indicating that thousands of donors may be needed to support the new party [1] Existing Political Landscape - Besides the Democratic and Republican parties, there are other parties like the Green Party and Libertarian Party, but they have not been able to significantly challenge the dominance of the two major parties [1]

Summary of Key Points from the Conference Call Industry or Company Involved - The discussion primarily revolves around the political and economic dynamics involving **Elon Musk**, **Donald Trump**, and the implications for the **U.S. economy** and **global supply chains**. Core Points and Arguments 1. **Musk's Discontent with U.S. Policies** Musk publicly criticized the **Inflation Reduction Act (IRA)**, claiming it increased government spending contrary to his goal of reducing it by $2 trillion, which led to Tesla facing backlash globally, including vandalism incidents [1][3][4] 2. **Deterioration of Trump-Musk Relationship** The relationship between Musk and Trump soured due to policy disagreements, particularly regarding tariffs and the IRA. Musk advocated for zero tariffs, while Trump implemented reciprocal tariffs, leading to a significant reduction in their interactions [2][4] 3. **Economic Challenges in the U.S.** The U.S. is grappling with **stagflation**, high interest rates, and inflation, which are straining the middle class and increasing dissatisfaction among the populace. The reliance on deficit monetization to sustain the economy is exacerbating liquidity risks [10][11] 4. **Musk's Role in the Trump Administration** Musk was seen as a key ally in the Trump administration, achieving a reduction of $175 billion in spending and laying off 280,000 employees during his tenure as a temporary advisor [13][19] 5. **Call for Political Reform** Musk expressed a desire for a new third party to represent the middle class, criticizing both major parties for failing to address high inflation and interest rates effectively [8][9] 6. **Future of TACO Transactions** The TACO transaction's initial phase, led by Musk, aimed at exposing budget inefficiencies. Future phases may require a more systematic approach to ensure stability and effectiveness in governance [17][18] 7. **Challenges in U.S. Debt Management** The Trump administration faces rising interest rates and a high deficit rate, which complicates debt management and necessitates reforms to enhance fiscal efficiency [12][27] 8. **Impact of U.S.-China Relations** Recent communications between U.S. and Chinese leaders indicate a desire to ease trade tensions, which could positively affect global supply chains, particularly in critical sectors like rare earth materials [26][31] Other Important but Possibly Overlooked Content 1. **Musk's Critique of Government Efficiency** Musk's management style, which included demanding weekly performance reports from government officials, was seen as an attempt to improve efficiency but may not be suitable for the complexities of government operations [19] 2. **Trump's Strategic Adjustments** Trump's approach to tariffs and tax cuts is tactical, aiming to ensure the sustainability of U.S. debt while fulfilling campaign promises, indicating a balancing act between immediate political needs and long-term fiscal health [27] 3. **Potential for Future Economic Reforms** The Trump administration is expected to continue pursuing administrative efficiency reforms and leveraging technology to enhance productivity, which could be crucial for addressing the current fiscal challenges [16][22]