展望下半年，多位专家对第一财经记者表示，考虑到外部环境带来的出口不确定性，以及去年三、四季度的高基数影响，为实现全年经济增长目标，下半年 宏观政策还需要进一步加力，加快财政支出，降准降息仍有空间，并期待在稳定股市、楼市、人民币汇率等方面出台更多增量政策。 随着稳增长政策的密集落地见效，中国经济经历关税风波后迅速回稳，展现出强大韧性。 多家外资机构也从不相信中国经济能实现5%增速，到近期纷纷上调了中国经济增长的预期。第一财经记者发现，外资机构大多都看好中国的科技发展和消 费增长，认为这些领域蕴含巨大增长潜力，将成为推动中国经济持续回升向好的内生动能。 （6月30日，在武汉格蓝若智能技术股份有限公司，华中科技大学硕士研究生林韦弦启动"劳动者"系列人形机器人。图片来源：新华社） 最新发布的制造业采购经理指数（PMI）、非制造业商务活动指数、中小企业发展指数、税收数据等也表明，中国经济顶住压力后运行平稳，长期向好的基 本面没有改变。 为了稳投资稳经济，更加积极的财政政策正靠前发力。7月1日，财政部公开了2025年第三季度国债发行有关安排，三季度共计将发行11只超长期特别国债。 其中有4只超长期特别国债发行时间有所提前 ...

Core Viewpoint - Tesla's global vehicle deliveries significantly declined in the second quarter, with a year-on-year drop of 13.5%, as the company attempts to pivot towards autonomous vehicles [1] Group 1: Sales Performance - Tesla's total vehicle sales for the quarter reached 384,122 units, falling short of analysts' expectations of 387,000 units [1] - The company has been struggling to reverse a trend of declining sales over several months [1] Group 2: Market Challenges - Analysts attribute part of the sales decline to consumer backlash against the brand and its CEO, Elon Musk [1] - Tesla faces increasing competition and brand pressure, partly due to Musk's political involvement [1] Group 3: Strategic Responses - In response to the challenges, Tesla is focusing on updating its vehicles and offering low-cost financing to attract customer interest [1]

Group 1: Employment and Economic Indicators - The ADP employment number in the U.S. decreased by 33,000 in June, marking the largest decline since March 2023 [2] - The "Big and Beautiful Act" eliminates consumption taxes for wind and solar projects [2] Group 2: Company News - Intel's CEO is considering a strategic change for its foundry business [2] - Alibaba is reportedly expanding its AI cloud services in Malaysia and the Philippines [2] - Apple has entered the P1 prototype stage for its foldable iPhone, while the development of the foldable iPad has been shelved [2] - Jeff Bezos has sold nearly $737 million worth of Amazon stock [2] - A California jury ruled that Google infringed on Android data, facing a compensation of $314.6 million [2] - Tesla's electric vehicle sales in China increased by 0.8% year-over-year in June, ending an eight-month decline [2] - Ford's electric vehicle sales fell by 31.4% in the second quarter [2]

美国电动汽车公司Rivian：在第二季度生产了5,979辆汽车。 ...

市场观察发现，2025年企业AI战略落地成效成为关键分水岭。英伟达受益于算力基建投资热潮，Meta通过AI技术驱动广告收入增长，而 苹果自去年发布"AI for All"愿景以来，迟迟未能将技术转化为实质性产品竞争力。据报道，苹果正考虑引入Anthropic或OpenAI技术强化 新版Siri功能，本周股价应声反弹超3%。Themes ETFs首席营收官保罗·马里诺坦言："在苹果拿出清晰的人工智能路线图前，资本不会轻 易加码。" 智通财经APP获悉，近期投资者热议：若标普500指数中市值占比较高但股价轨迹萎靡的科技巨头们摆脱颓势，基准指数将获得多大提振 空间?受关税阴云与AI业务推进阻力双重夹击，以3.2万亿美元市值位列标普500成分股第三的苹果公司(AAPL.US)年内累计下跌17%;互联 网广告巨头谷歌母公司Alphabet(GOOGL.US)因市场担忧AI聊天机器人冲击其核心搜索业务，股价承压7%，当前市值维持在2.1万亿美元; 电动汽车龙头特斯拉(TSLA.US)受需求端剧烈波动拖累，年内跌幅达26%。 据权威机构测算，这三只权重股的疲软表现已拖累市值加权标普500指数超120点，而该指数周二收盘仍录 ...

大公司： 马斯克似乎难以放下政治扩音器，即便这会损害特斯拉 埃隆・马斯克拯救特斯拉的计划泡汤的速度，比SpaceX火箭爆炸还要快。事情本应是这样的：摇身一 变成为挥舞电锯的 "让美国再次伟大"（MAGA）支持者的马斯克，会抛下华盛顿的闹剧，回归业务本 身。没有他，他的商业帝国举步维艰，尤其是特斯拉，更是陷入了困境。投资者迫切期待马斯克昔日的 魔力能重现，以重振销量，并将这家电动汽车公司转型为一家足以匹配其（仍居高不下的）股价的人工 智能巨头。（新浪财经） 消息称苹果折叠iPhone进入P1原型阶段 折叠iPad研发被搁置 据报道，苹果的折叠iPhone已于6月进入P1（Prototype 1）原型开发阶段，后续会有P2和P3阶段，每个 原型阶段通常持续大约两个月。预计2025年底有机会走完Prototype的开发流程，2026年下半年有望上 市。此外，折叠iPad研发被搁置，原因包括面板等零组件生产更困难，且售价太高，市场接受度偏低 等。（智通财经） 6月东北亚对欧洲航煤出口量创近一年新高 船运追踪机构及三位贸易消息人士称，因运费下降、亚洲供应充足，6月东北亚地区向欧洲出口的航油 量创下近一年来新高，同时市场 ...

Core Viewpoint - The "Big and Beautiful" bill, pushed by President Trump, aims to eliminate tax credits for electric vehicles and restrict tax incentives for wind and solar projects, reflecting a significant policy shift in the U.S. energy sector [1][2]. Group 1: Policy Changes - The bill will end tax credits for electric vehicles starting September 30, and only wind and solar projects that begin production before the end of 2027 will qualify for tax incentives [1]. - This policy shift indicates a move away from the previous administration's support for clean energy, aiming to bolster fossil fuel production, particularly oil and gas [2]. Group 2: Economic Implications - The Trump administration's push for fossil fuel production is intended to enhance U.S. competitiveness and promote exports, but it has not achieved the expected dominance in the fossil energy sector [2]. - The conflicting policies have led to increased domestic inflation and pressure to lower energy prices, undermining the production capabilities of U.S. companies [3]. Group 3: Impact on Key Players - The escalating conflict between Trump and Elon Musk highlights a divergence in interests, potentially harming both parties and leading to broader implications for the U.S. political landscape [4]. - Concerns arise that reduced support from high-tech giants for Trump could negatively impact the Republican Party in upcoming midterm elections, while Musk's business empire may face direct consequences from Trump's actions [4].

以下文章来源于无法可说 ，作者郑渝川hiecy 无法可说 . 一弦一柱思华年。 本文来自微信公众号： 无法可说 ，作者：郑渝川hiecy，题图来自：视觉中国 事实上，马斯克的电动汽车以及火箭发射两项生意，同时受益于公布共和党和民主党此前多任政府的 补贴与政策支持，尤其是特斯拉电车，一直获得了美国政府的输血支持。如果关系走到彻底破裂，马 斯克本人很难见容于其他政治、资本阵营，处境只会比现在艰难。 与马斯克关系破裂，当然也不是特朗普愿意看到的结果。毕竟，哪怕是其他意识形态倾向于共和党建 制派或民粹派的富豪， 很少有人如马斯克那样，公开支持特朗普推销的白人至上主义。 但是，很多媒体以及自媒体宣扬特朗普离不开马斯克，马斯克可以随便拿捏特朗普，这就想当然了。 当然，马斯克真的掌握，或者说真的敢发布导致特朗普被弹劾的依据，这种可能性也不是没有。但是 如果是那样，万斯将顺位顶替出任总统，而民主党阵营坐收马斯克拱手送上的大礼后，也不会再度接 纳他，毕竟之前马斯克连篇累牍歌颂特朗普，以及嘲弄拜登等民主党大佬的豪言，大家还记得清清楚 楚呢。 黑格尔在某个地方说过，一切伟大的世界历史事件和人物，可以说都会出现两次。他忘记了补充一 ...

当地时间7月1日，美国股市开盘后，特斯拉股价暴跌约7%，成为当日市场焦点。这场风波的直接导火索，是美国企业家、特斯拉首席执行官埃隆·马斯克 与总统特朗普之间愈演愈烈的公开争执。 分析人士指出，特斯拉作为科技股和电动汽车行业的标杆企业，其股价波动往往具有风向标意义。此次马斯克与特朗普的公开矛盾，不仅暴露了美国政商 关系的脆弱性，也引发市场对政策不确定性的担忧。尤其是在"大而美"法案引发广泛争议的背景下，投资者开始重新评估政府减税政策与债务风险之间的 平衡，导致市场避险情绪升温。 此外，特斯拉股价的暴跌也反映出市场对马斯克个人行为的敏感性。作为特斯拉的灵魂人物，马斯克的言行直接影响公司形象与投资者信心，而此次与特 朗普的争执无疑加剧了这种不确定性。 值得注意的是，这并非马斯克与特朗普首次公开交恶。上月初，两人关系因政策分歧首次破裂，当时特斯拉股价也曾一度暴跌。不过，随后双方紧张关系 有所缓和，特斯拉股价随即大幅反弹。 然而，此次争执的激烈程度远超以往。马斯克不仅直接抨击特朗普的核心政策，还以成立新政党相威胁，而特朗普的回应则充满人身攻击色彩，甚至涉及 马斯克的个人背景与商业利益。这种"撕破脸"式的对抗，使得市场对 ...

Group 1 - The scale of US national debt has surged to $36 trillion, which is nearly 1.5 times the US GDP, indicating a significant increase in interest payment pressure and raising global concerns about the stability of US debt [3] - The persistent growth of national debt reflects a long-term and severe fiscal deficit, with the US government relying on continuous issuance of national debt to maintain operations amid slow economic recovery and weak tax revenue [3] - Historical precedents suggest that excessive expansion of national debt often leads to increased default risk, which can trigger market panic, as seen before the 2008 financial crisis [3] Group 2 - Trump's planned visit to China is influenced by multiple complex factors, including the upcoming midterm elections in the US, where he aims to showcase leadership in diplomacy and economics to gain voter support [3] - The American business community has a strong demand to expand into the Chinese market, as China represents a significant consumer market and a complete industrial chain, which is crucial for the global competitiveness and profitability of US companies [5] - If Trump can facilitate more US-China business cooperation, it could provide a boost to the US economy and solidify his support base in the business sector [5] Group 3 - Elon Musk's participation in the delegation could enhance communication with the Chinese government and businesses, promoting Tesla's operations in China, including capacity expansion and sales network development [5] - Musk's SpaceX is noted for its innovations in the aerospace sector, and there exists potential for collaboration between the US and China in space technology and exploration [5] - For China, this visit represents an opportunity to showcase its openness and seek win-win cooperation with the US while clarifying its stance on core national interests [7] Group 4 - The stability and development of US-China relations are crucial for global economic recovery and international order stability, and positive outcomes from Trump's visit could instill confidence in global markets [7] - Strengthening cooperation in areas such as climate change and green technology development between the two nations could contribute significantly to global climate governance [7]