市场消息：欧盟将向6个电动汽车电池项目拨款8.52亿欧元。 ...

Group 1 - The European Union will allocate €852 million to six electric vehicle battery projects [1]

金十数据7月4日讯，谭主了解到，目前，中欧电动汽车谈判的技术部分已经基本完成，只欠临门一脚， 关键在于欧方能否展现出相应的政治意愿推动问题的解决。 （玉渊谭天） 中欧电动汽车谈判只欠临门一脚 ...

音频由扣子空间生成 AI播客：换个方式听新闻 下载mp3 行情回顾 美元指数本周整体走势震荡，本周料将小幅收跌。周初，美指最低下行至96.37，上半年累计下跌超过10%，创1973年以来最差表现。随着强劲的美国非农 数据抹消7月降息可能性，美元一度重回97关口。截至发稿，美元指数在97附近徘徊。 现货黄金本周大幅走高，一度累计上涨超过100美元/盎司，主要得益于美元走弱、美联储降息预期一度升温、贸易谈判不确定性以及大而美法案引发的财政 风险担忧等因素。尽管强非农打击降息预期，黄金仍仅稍微回调。截至发稿，现货黄金在3335美元/盎司附近徘徊。 非美货币方面，欧元汇率持续表现亮眼，年内已累计上涨近14%，本周最高触及1.1830。分析认为，投资者在美国政策波动中寻求避险，大举转向欧洲资 产。欧央行副行长担心，欧元突破1.20会带来复杂问题。 国际原油整体录得上涨，本周一度受到多重因素的推动，包括中东风险缓和及8月增产预期交织、伊朗与国际机构合作中断、美国与越南达成贸易协议等 等。据了解，欧佩克+正在讨论8月增产41.1万桶/日，尽管这可能加剧石油过剩和价格下行压力。 美股方面，三大指数震荡上行，其中标普500指数 ...

科技出海 1、阿里云将于马来西亚和菲律宾新增数据中心 7月2日消息，阿里云将于马来西亚和菲律宾新增数据中心，全球基础设施布局将扩展至29个地域、90个 可用区。其中，马来西亚第三个可用区已于7月1日正式上线，菲律宾第二个可用区则计划于今年10月启 用，进一步满足海外日益增长的云计算与AI需求。同时，阿里云将设立首个AI全球能力中心，计划联 合超过1000家企业打造10余个行业AI示范项目，并与全球120多所高校合作，每年培养10万名AI人才。 2、极星将在欧洲生产新款车型 4、安踏美国首家旗舰店9月比弗利山庄开业 近日，安踏（ANTA）宣布其美国首家旗舰店将于2025年9月在加州比弗利山庄正式营业。该门店选址 于罗迪欧大道顶级商圈，毗邻香奈儿、爱马仕等奢侈品牌专卖店。 据了解，这是安踏首次在北美市场布局实体零售终端。业内人士分析，此举旨在通过奢侈品牌集聚效 应，重塑其在海外市场的高端品牌形象。此前安踏通过收购亚玛芬体育旗下始祖鸟等品牌，已逐步完善 全球化高端矩阵。 文娱出海 总部位于瑞典的电动汽车制造商极星（Polestar）周四表示，其即将推出的SUV车型极星7（Polestar 7） 将在沃尔沃汽车（Vo ...

前几天聊了马斯克和特朗普的冲突，导火索就是这个"大而美"法案。 这个法案实际上就是美国政府未来几年的预算计划，现在这个计划就等特朗普签字了，甚至作为独立日献礼。那为何它会让美国两党彻底 割裂，甚至让共和党内部也有几名议员"叛变"？ "大而美"法案到底包含哪些关键政策？ 这个法案或者预算计划，全文长达940页，据说民主党为了拖延投票，甚至让参议院秘书要当众读完这个计划书，一共读了16个小 时。。。 这个法案的核心点一共有这几部分： 1. 税收政策：给所有人减税了，但富人收益更多 上一篇我说到这个政策给富人和中产减税了，其实给普通人或者穷人也减税了，实际上确实是给所有人减税了。 按照专业的说法，就是永久化2017年减税政策：将特朗普首个任期内的企业税减免（最高税率从35%降至21%）和个人所得税减免（最高 税率37%）无限期延长。新增免税项：服务行业小费及加班费免税（个人上限1.25万美元/年），惠及数百万低收入从业者。 不过，对海外的税会增加，根据国际税收报复条款（第899条）：对征收"不公平外国税"（如数字服务税）的国家加征5%-20%附加税， 可能引发贸易冲突。 减税，相当于美国政府收入减少了，总要从其他地 ...

Group 1 - The electric vehicle market is experiencing a recovery, with Tesla's new car sales in the UK showing a year-on-year increase in June [1] - The Society of Motor Manufacturers and Traders (SMMT) reported a 6.7% increase in new car registrations in the UK, totaling 191,316 vehicles, with pure electric vehicle demand being a significant growth driver [1] - Pure electric vehicle demand surged by 39% year-on-year to 47,354 units, indicating that one in four car buyers opted for electric vehicles [1] Group 2 - Tesla's sales in June reached 7,719 units, reflecting a 14% year-on-year growth, although there are discrepancies in sales figures reported by different agencies [1] - Cumulatively, Tesla's sales in the UK have declined by nearly 2% this year, while Chinese competitor BYD's sales have surged nearly fourfold to 2,498 units [1] - The recent US-UK trade agreement has reduced tariffs on certain UK imports, lowering the tariff on UK automotive exports to the US from 27.5% to a quota-based rate of 10% [2] Group 3 - Future growth in the electric vehicle industry will depend on the expansion and upgrading of charging infrastructure, which is crucial for mainstream adoption [2] - Ford is expected to lead the market in electric vehicle sales growth in the UK, with an anticipated increase of over four times year-on-year in the first half of 2025 [2]

Group 1: Impact on Healthcare Sector - 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 [4] - The bill introduces stricter requirements for Medicaid beneficiaries, potentially leading to millions losing their healthcare coverage [5] - Companies heavily exposed to Medicaid, such as Elevance Health, Centene, and Molina Healthcare, are likely to see a direct impact on their revenues due to a decrease in Medicaid enrollment [5][6] Group 2: Effects on Renewable Energy Industry - The bill cancels several clean energy incentives from the Biden administration, imposing restrictions on solar and wind energy while encouraging fossil fuel production [7] - Changes in tax measures are expected to increase the burden on the renewable energy sector by approximately $4 billion to $7 billion [8] - The bill threatens around $450 billion in infrastructure investments in the renewable sector, potentially leading to the loss of about 300 gigawatts of solar and wind projects over the next decade [8] Group 3: Benefits to Corporations and High-Income Individuals - The bill reinstates tax policies that allow businesses to fully deduct equipment costs in the year of purchase, benefiting organizations like the U.S. Chamber of Commerce [11] - High-income households are projected to see a net income increase of nearly $13,000 after taxes and transfers, while middle-income families will see a smaller increase of $1,430 [12] - The bill provides additional tax incentives for semiconductor manufacturers building facilities in the U.S., aiming to stimulate investment in the manufacturing sector [11]

Core Insights - Tesla is facing significant challenges with declining sales and stock price volatility, largely influenced by CEO Elon Musk's actions and public statements [1][2][5] - The company reported a 13.5% year-over-year decline in vehicle deliveries for Q2 2025, with total deliveries of 384,100 units, down from 444,000 units in the same period last year [3][4] - Tesla's market share is being eroded by increasing competition from Chinese electric vehicle manufacturers, particularly in Europe and China [3][4][12] Sales Performance - In Q2 2025, Tesla's global deliveries were 384,100 units, a decrease from 444,000 units in Q2 2024, marking the worst quarterly performance since Q3 2022 [3] - In Europe, Tesla's new car registrations fell by over 40% in May 2025, with competitors like BYD rapidly gaining market share [3][4] - BYD's electric vehicle sales in the first half of 2025 reached 1,023,400 units, compared to Tesla's 720,800 units, highlighting a gap of approximately 303,000 units [3] Management Changes - The departure of Omead Afshar, a key executive responsible for North American and European operations, signals a restructuring within Tesla's management in response to sales pressures [4] - Elon Musk has taken over several critical functions, including sales and service in North America and Europe, indicating a direct response to the company's challenges [4] Political and Public Relations Challenges - Musk's political involvement has led to a backlash against Tesla, with over 57% of Americans holding a negative view of him, impacting the company's public perception [5][6] - A public feud between Musk and former President Trump resulted in a significant drop in Tesla's stock price, erasing over $100 billion in market value [5][6] - The "Tesla Takedown" movement has emerged, with consumers protesting against Musk's political stance, leading to a decline in Tesla's brand image [6][12] Strategic Initiatives - Musk is attempting to pivot Tesla's narrative towards becoming a leader in autonomous driving and future mobility, despite ongoing challenges in traditional vehicle sales [8][10] - Tesla plans to launch its first showroom in India in mid-July 2025, with high import taxes leading to a significant markup on vehicle prices, which may hinder initial market penetration [11][12] - The company is also testing a Robotaxi fleet in Austin, aiming to establish itself as a pioneer in autonomous transportation, although regulatory hurdles remain [9][10] Future Outlook - Tesla's ability to recover from declining sales and navigate political and competitive pressures will be critical in the second half of 2025, with key milestones including new product launches and market recovery in China and India [12] - The success of the Robotaxi initiative and the company's expansion into new markets will be essential for Tesla to redefine its growth trajectory and valuation [10][12]

Group 1: Core Insights - The BRICS summit in Rio de Janeiro from July 5 to 8 is significant as it marks the first meeting after the inclusion of new members, including Indonesia and ten partner countries [1] - The Chinese government emphasizes the importance of the BRICS cooperation mechanism in promoting a multipolar world and inclusive economic globalization [1] - Brazil and China, as founding members, have substantial potential for bilateral cooperation in trade and investment, particularly in high-value products and renewable energy [2] Group 2: Trade and Investment Trends - Brazil's exports to China are diversifying, with traditional agricultural products like soybeans and meat still dominant, but there is growth in high-value sectors such as processed pulp and industrial food [2] - Future cooperation between China and Brazil is expected to focus on four key areas: energy transition, digital economy, sustainable industrialization, and Agriculture 4.0 [2] - Chinese investments in Brazil are primarily in infrastructure, mining, and agriculture, with notable projects in renewable energy and electric vehicle markets [3] Group 3: Opportunities and Challenges - Brazil's strong economic growth, controlled inflation, and low unemployment present significant opportunities for Chinese investments [3] - Challenges include understanding complex regulations, adapting to environmental requirements, and navigating geopolitical changes [3] - Recommendations for Chinese companies include forming strong local partnerships, investing in sustainability, and aligning projects with Brazilian government priorities [3] Group 4: Agricultural Investment Strategies - Encouraging Chinese companies to engage in Brazil's agricultural processing and cold chain sectors requires creating win-win business models that leverage logistics expertise and production potential [4] - Incentives may include establishing joint ventures with local firms and investing in technologies that enhance traceability and reduce cold chain losses [4] - Brazil is viewed as an ideal partner for comprehensive supply chain cooperation to meet China's growing demand for high-quality and safe products [4]