0:00 这些天，马斯克要建"美国党"的事炒得沸沸扬扬。他不仅扬言要给美国人民自由，代表80%中间选民， 还要搅局明年中期选举。 在美国，理论上注册成立政党门槛较低。而实际上美国目前也有着数百个小党，但规模和影响力同民 主、共和两大党相比，差距巨大。有句话这样形容：在美国成立一个全国性的"第三党"，可能比把人送 上火星还难。 那马斯克建"第三党"是一场儿戏吗？还是美国社会的深层次矛盾和各派的利益之争已经激烈到他必须另 起炉灶？ 作为亿万富翁、科技圈层的顶流，马斯克是近年来崛起的"科技工业复合体"的代表人物。 他拥有的社交媒体X、特斯拉、SpaceX，背后都是和美国国家利益紧密捆绑的高科技资产。甚至可以 说，他本人就是"美式资本主义"的一个符号。 马斯克成立"美国党"的直接原因是总统特朗普力推的"大而美"法案。法案取消了购买电动汽车的税收减 免。这对作为美国电动汽车制造商特斯拉老板的马斯克而言非常不利。 在"大而美"法案的财富分配之争的表象下，马斯克与特朗普的利益之争，实际上是MAGA派，也就 是"让美国再次伟大"派同科技资本的对立，核心是新老资本的博弈。 特朗普的MAGA阵营代表的是一部分传统产业、白人工薪阶 ...

Group 1 - The core viewpoint is that China's "14th Five-Year Plan" has successfully implemented strategic tasks, leading to significant breakthroughs in innovation and a high level of R&D investment [1][4] - The plan includes 102 major projects that are progressing smoothly, integrating artificial intelligence with various industries, and promoting the deep integration of the internet, big data, and the real economy [4][10] - China's contribution to global economic growth remains around 30%, positioning the country as a stable and positive force in the world economy [7][13] Group 2 - The focus of Chinese innovation is not merely on technological breakthroughs but on enhancing user experience and market demand, creating a complete innovation ecosystem [7] - Chinese technology companies are gaining global recognition, particularly in emerging technologies such as energy transition and artificial intelligence [10][13] - The growth of the middle-income group, the development of the digital economy, and advanced infrastructure showcase the resilience and potential of the Chinese economy [13]

Core Viewpoint - Elon Musk's proposal to establish a new political party in the U.S. aims to liberate citizens from the existing two-party system, which he claims is leading the country to bankruptcy due to waste and corruption [1][4]. Group 1: Political Context - The U.S. election system is characterized by an indirect election process where the president is elected by an electoral college rather than by direct popular vote [1][2]. - The electoral votes are allocated based on the population of each state, with a total of 538 electoral votes, including 3 from Washington D.C. [1]. - The "winner-takes-all" principle in U.S. elections means that the candidate with the majority of votes in a state receives all of that state's electoral votes, contrasting with proportional representation systems in some European countries [2]. Group 2: Historical Stability of Two-Party System - The two-party system has been stable for nearly 200 years, with the Democratic and Republican parties dominating due to their substantial campaign resources and experience [3]. - California, a Democratic stronghold, has the highest number of electoral votes at approximately 54, while Texas, a Republican stronghold, has about 40 electoral votes [3]. Group 3: Challenges for Third Parties - Third parties in the U.S., such as the Green Party and the Libertarian Party, often participate in elections to raise awareness rather than to win, with many candidates withdrawing early to increase their visibility [4]. - The political landscape is complicated by the two parties' ability to adapt their policies to attract voters, making it uncertain whether Musk's new party can effectively challenge the status quo [4]. Group 4: Impact on Tesla - Following Musk's announcement about forming a new party, Tesla's stock price dropped nearly 7%, resulting in a market value loss of approximately $68 billion [5]. - Analysts express concern that Musk's political activities could negatively impact Tesla's stock, with some suggesting that he should distance himself from politics to protect the company's interests [5]. - Recent legislative changes reducing tax incentives for electric vehicles may further affect Tesla's sales and the broader electric vehicle market [5]. Group 5: Internal Challenges - Musk's high compensation package, which could yield up to $56 billion in stock options if performance targets are met, has drawn criticism regarding the board's oversight [6]. - Analysts recommend implementing restrictions on Musk's political activities and setting boundaries for his tenure at Tesla to mitigate potential conflicts of interest [6]. - Musk's dissatisfaction with the two-party system raises questions about the feasibility and sincerity of his intentions to establish a new political party [6].

Group 1 - Elon Musk announced the formation of a new political party called the "American Party" to liberate citizens from the two-party system in the U.S. [1] - A poll conducted by Musk showed that 65.4% of over 1.24 million participants supported the establishment of the "American Party" [1] - The U.S. electoral system operates on an indirect election basis, where the president is elected by an electoral college rather than by direct popular vote [1][2] Group 2 - The "winner-takes-all" principle in U.S. elections means that the candidate with the most votes in a state receives all of that state's electoral votes [2] - Historically, the two-party system has been stable in the U.S., with the Democratic and Republican parties dominating due to their established voter bases and resources [3] - Third parties have existed in the U.S., but they often struggle to gain significant traction, with many candidates participating primarily to raise their profile rather than to win [3] Group 3 - Musk's political activities have negatively impacted Tesla's stock price, which fell nearly 7% following his announcement about the new party, resulting in a market cap loss of approximately $68 billion [4] - Analysts have downgraded Tesla's stock rating from "buy" to "hold" due to concerns over Musk's political involvement and its potential adverse effects on the company [5] - Musk's high compensation package has drawn criticism, and there are calls for more oversight regarding his political activities and their impact on Tesla [5]

Group 1 - The core viewpoint of the articles is that the recent tax and spending bill passed by the U.S. Congress, which significantly reduces tax rates and cuts subsidies for clean energy, poses a serious setback for the electric vehicle (EV) industry in the U.S. [2][3] - The bill eliminates federal tax credits for electric vehicle purchases starting September 30, which is expected to lower consumer interest in EVs [2][4] - The shift in U.S. climate and energy policy under the Trump administration has led to a decline in consumer willingness to purchase electric vehicles, marking a significant change in market dynamics [4][7] Group 2 - Data from S&P Global indicates that U.S. electric vehicle sales fell for the first time in 14 months in April, with a 4.4% year-over-year decline [5][6] - Tesla, as a market leader, has seen its sales drop significantly, with a 22% year-over-year decline in May, contributing to the overall downturn in the electric vehicle market [6] - Consumer interest in electric vehicles has decreased, with only 51% of Americans considering purchasing an EV by 2025, down from 59% in 2023 [7][8] Group 3 - Concerns over high maintenance costs, expensive prices, and inadequate charging infrastructure are primary reasons for the declining interest in electric vehicles among consumers [8] - The attractiveness of purchase subsidies has diminished, with only 39% of consumers considering tax credits as a motivating factor for buying an electric vehicle by 2025, compared to 60% in 2022 [8]

Group 1: Core Perspectives - The BRICS summit in Rio de Janeiro marked the first meeting after the inclusion of new members, emphasizing the importance of youth cooperation as a bridge for cultural exchange and mutual understanding [1][2] - The BRICS declaration reaffirmed commitments to enhance cooperation across three main pillars: political and security, economic and financial, and cultural and human [2][10] - The expansion of BRICS has led to increased opportunities for young expatriates, who are eager to contribute to the BRICS mechanism and foster innovation [5][8] Group 2: Economic and Trade Developments - The inclusion of new BRICS partners has resulted in significant changes, particularly in multilateral dialogue and regional cooperation, enhancing connectivity with emerging economies [3][4] - There is a noticeable increase in Chinese investments in Brazil, with more local consumers opting for Chinese products, especially electric vehicles [2][4] - The BRICS mechanism has facilitated the establishment of new business ventures, such as a Chinese renewable energy company in Thailand, benefiting from tax incentives [4][6] Group 3: Youth Engagement and Innovation - Young expatriates are actively participating in BRICS-related initiatives, leveraging their familiarity with local markets and technologies to enhance cross-border cooperation [5][7] - The younger generation is utilizing new media and technology to promote cultural exchange and business opportunities, such as through e-commerce and social media platforms [7][8] - There is a strong desire among young expatriates to engage in sectors like renewable energy and agriculture, contributing to the development of innovative solutions within the BRICS framework [8][10] Group 4: Future Prospects and Global Governance - The BRICS mechanism is seen as a vital platform for enhancing South-South cooperation and addressing global challenges such as food security and climate change [10] - Young expatriates express optimism about the BRICS' role in global governance, particularly in amplifying the voice of the Global South on international issues [10]

每经编辑｜陈鹏程 王晓波 1 隔夜市场 美股三大指数小幅收涨，纳指涨0.09%，标普500指数涨0.27%，道指涨0.43%，其中，纳指、标普500指数均创历史新高；大型科技股涨跌互现，特斯拉涨 4.7%，奈飞跌超2%；达美航空大涨12%引领旅游股走高，比特币概念股走高，Coinbase涨超4%。中概股涨跌互现，纳斯达克中国金龙指数收涨0.9%，阿里 巴巴涨超2%，网易跌超2%，小鹏汽车、京东跌超1%。 比特币盘中突破11.7万美元，继续刷新历史新高，日内涨超5%。 外交部：滥施关税不符合任何一方的利益 7月10日外交部发言人毛宁主持例行记者会，有记者问：美国总统特朗普宣布将对进口铜征收50%的关税，理由是国家安全，请问中方对此有何评论？毛宁 表示，这个问题我们立场非常明确，我们一贯反对泛化国家安全概念，我们也始终认为关税战、贸易战没有赢家，滥施关税不符合任何一方的利益。（央视 新闻） 商务部：已部署开展打击战略矿产走私出口专项行动 在7月10日下午召开的商务部例行新闻发布会上，新闻发言人就中国政府是否已采取相关措施打击关键矿产转运和走私行为的问题作出了回应。商务部新闻 发言人何咏前表示，锑和镓等战略矿产具有 ...

没想到很快又整了个大活儿... 事情是这样的（快速帮大家补课 这段时间，马斯克与特朗普就"大而美"税收和支出法案产生分歧。 6月30日，马斯克猛批特朗普力推的所谓"大而美"税收和支出法案并表示，如果法案通过，第二天就会成立"美国党"。 当地时间7月4日，马斯克在X上发文，说 "独立日是个绝佳的时机来问大家，你们是否希望摆脱两党（有人甚至说是一党）制？我们要不要创建'美国党'？" 前言 前些天我还在为马斯克"睡工厂"的新闻感到开心，刚觉得他安分了几天 结果投票有65.4%的人选择了"YES"。 紧接着，当地时间7月6日，他就正式宣布成立"美国党"。 （详情看图 这还没完， 在这条宣布成立"美国党"的帖子下，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！ （真是应了"加菲猫动画片"里面的梗图 紧接着《纽约时报中文网》直接发文说： 在美国成立一个新的全国性政党可能比把人送上火星还难。 （有图有真相可真是太热闹了... 特斯拉还能拿吗？ 毫无疑问，马斯克最近的"整活儿"确实会对特斯拉股价产生影响。 毕竟，马斯克的个人色彩太强烈，以至于不少人担心："特斯拉的股价会不会崩盘？ ...

Core Insights - The rapid development of artificial intelligence technology is creating extensive opportunities in the market [1] Group 1: AI Developments - Keling AI launched the Ketu 2.1 model on July 10, achieving comprehensive upgrades in instruction adherence, aesthetic quality, and response capabilities across over 180 styles, with enhanced text generation effects [3] - Keling AI has generated over 344 million images and 168 million videos [3] Group 2: Company Investments and Performance - Morgan Stanley estimates Alibaba's investment in food delivery and flash purchase services reached approximately 10 billion RMB in the first fiscal quarter ending in June, with expectations for this investment to double to 20 billion RMB in the second fiscal quarter, impacting profitability [3] - Meta is reportedly offering a $200 million compensation package to attract AI talent, including a significant salary for a former Apple AI executive [3] Group 3: Corporate Strategies and Market Outlook - Microsoft claims to have saved $500 million through AI implementation while also conducting large-scale layoffs, with 35% of new product code generated by AI [4] - RBC analyst Tom Narayan maintains a "outperform" rating for Tesla, raising the target price from $307 to $319, indicating about a 7% upside potential despite ongoing challenges [5][6] - Narayan believes Tesla's product demand remains strong despite increasing competition in the electric vehicle market, supported by its technological leadership and brand premium [6] Group 4: Product Innovations - Apple is preparing to release the first hardware upgrade for its Vision Pro headset, expected to feature a more powerful M4 chip and improved comfort for long-term wear, with a launch anticipated by the end of this year [9] - OpenAI has completed a $6.5 billion acquisition of a hardware startup co-founded by former Apple design chief Jony Ive, integrating the io Products team into OpenAI while maintaining its independent design responsibilities [11][12][13]

Core Insights - The Xiaomi YU7 electric SUV has achieved a remarkable milestone by securing over 240,000 orders within 18 hours of its launch, marking a significant event in the automotive industry [1][4][6] - The phenomenon surrounding the YU7 transcends mere product sales, reflecting broader trends in technological innovation, market potential, and consumer confidence in China's economic future [3][10] Group 1: Sales Performance - The YU7 was launched on June 26, and within just 3 minutes, it received 200,000 pre-orders, ultimately surpassing 240,000 orders in 18 hours, setting a new global record in the automotive industry [4][6] - During the first 72 hours post-launch, the average order volume per store across 335 Xiaomi automotive outlets was between 800 to 900 units, with a lock-in rate of 75% to 80% [6][10] Group 2: Consumer Engagement - The YU7 has sparked significant consumer enthusiasm, with reports of some stores experiencing up to 800 test drive appointments in a single day, indicating high demand and interest [6][10] - The average age of customers placing orders for the YU7 is 33 years, with 30% being female and 52.4% being Apple users, showcasing a diverse consumer base [10][12] Group 3: Industry Impact - The success of the YU7 has prompted other electric vehicle manufacturers to offer incentives for customers to switch from competing brands, indicating a competitive response within the industry [7][10] - Tesla has responded to the YU7's launch by upgrading its Model 3 and Model Y vehicles in China, suggesting that the YU7's success has influenced market dynamics [7][10] Group 4: Economic Implications - The YU7's sales reflect a broader trend of consumer optimism and willingness to invest in innovative products, which is crucial for stimulating domestic demand in China's economy [12][14] - The automotive sector accounts for approximately 10% of Chinese household consumption, making it a vital area for economic growth and development [13][14] Group 5: Innovation and Market Dynamics - Xiaomi's approach with the YU7 emphasizes quality and innovation over low pricing, positioning it as a model for high-quality development in the automotive industry [13][14] - The YU7's pricing strategy, starting at over 250,000 yuan, challenges the traditional dominance of luxury brands in this price segment, indicating a shift in consumer preferences towards innovative domestic electric vehicles [12][14]