今年1月20日，特朗普任命马斯克为"政府效率部"的负责人，目标是通过削减政府项目和人事开支，为 美国政府节省1万亿美元的成本。但马斯克并非有正式编制的联邦公务员，而是"特殊政府雇员"，按照 美国法律规定，一年内的服务时长不得超过130天，这就意味着，若特朗普不修改相关法律，马斯克将 在5月底离开"政府效率部"。 据美国消费者新闻与商业频道（CNBC）报道，当地时间5月20日，马斯克接受采访时，对中国的实力 给出了极高评价，这背后似乎藏着他离开白宫的真正原因。 马斯克毫不吝啬对中国的称赞，他先谈到了人工智能（AI）发展的电力问题，直言中国发电能力远超 美国。他提到曾发布过的一张中美两国发电量对比图，形象地比喻道，"中国的发电量看起来就像一枚 火箭进入轨道，而美国的发电量却停滞不前"。并且他预测，到今年年底，中国的发电量将达到美国的 2.5倍，未来还有望达到美国的3到4倍。 特朗普和马斯克（资料图） 在被主持人问到中美科技竞争相关问题时，马斯克表示，美国在突破性创新方面仍具优势。"但我想强 调的是，中国拥有的杰出人才数量惊人，他们工作非常勤奋，中国人才规模之庞大令人诧异"。他还补 充道，"我很钦佩中国的实力。我觉 ...

周末，特朗普和马斯克继续刷屏！ 据最新消息，特朗普当地时间6月7日表示，若马斯克资助反对共和党预算案的民主党候选人，将面临"非常严 重的后果"。特朗普补充说，已无意愿修复自己与马斯克的关系，暂时也没有讨论过是否调查马斯克。 另外，特斯拉与SpaceX首席执行官马斯克已经删除了一些批评美国总统特朗普的社交媒体帖子，其中包括他 暗示特朗普与"爱泼斯坦案"有关联的帖子，以及他表示支持弹劾特朗普的帖子。 美国媒体认为，马斯克与特朗普"决裂"，有三大原因：1）马斯克寻求延长任期但遭拒；2）马斯克对特朗普政 策不满；3）马斯克的"好友"提名遭撤销。 来看详细报道！ 特朗普警告 当地时间6月7日，美国总统特朗普表示，若马斯克资助反对共和党预算案的民主党候选人，将面临"非常严重 的后果"。 特朗普称："如果他这么做，他会为此付出代价。"但未透露具体措施。特朗普补充说，已无意愿修复自己与马 斯克的关系，"我认为这段关系已经结束了"。然而，特朗普也表示，他没有考虑终止美国政府与马斯克的星链 （Starlink）或SpaceX公司的合同。特朗普继续补充说，他还没有讨论过是否调查马斯克。 据央视新闻报道，近日，特朗普与马斯克因一项税 ...

Core Viewpoint - The management of state-owned enterprises (SOEs) in China has shifted from policy advocacy to substantive implementation, with expectations for valuation restructuring and market confidence enhancement as assessment mechanisms and supporting policies improve [1][5]. Group 1: SOE Value Management - The State-owned Assets Supervision and Administration Commission (SASAC) has emphasized improving the quality of SOEs' listed companies and enhancing value management to stabilize market expectations [1][4]. - Several SOEs have held performance briefings and investor engagement activities, committing to increase dividend payouts and enhance shareholder returns while focusing on core business improvement and innovation [1][2]. - China National Nuclear Corporation (CNNC) reported a market value of approximately 260 billion yuan, with a year-on-year increase of over 30%, highlighting its commitment to shareholder value through strategic investments [1][2]. Group 2: Dividend Policies - China National Power has maintained a cash dividend payout ratio exceeding 35% for ten consecutive years, with the 2024 dividend ratio reaching a historical high of 41.92%, totaling over 24 billion yuan in cumulative dividends [2]. - China Nuclear Technology has consistently returned cash dividends for 18 years, with a 2024 payout ratio of 32.43% and an average payout ratio exceeding 30% from 2020 to 2024 [2]. - China Huaneng Group is focused on enhancing dividend frequency and amounts across its listed companies to stabilize market value [2]. Group 3: Innovation and Reform - Accelerating innovation and deepening reforms are crucial for SOEs to enhance value management and improve the quality of listed companies [3][4]. - The State Grid Corporation is implementing multiple measures to promote high-quality development of its listed companies, focusing on energy transition and new power system construction [3]. - China Aerospace Science and Technology Corporation aims to enhance innovation capabilities and integrate technology and industry innovation to improve value creation [3]. Group 4: Regulatory Framework - The SASAC has issued guidelines to improve the market value management of SOEs, emphasizing the importance of maintaining investor rights and promoting healthy capital market development [3][4]. - Recent analyses indicate that value management is essential for listed companies to enhance intrinsic value and market performance through various compliant methods [4][5]. - SOEs are increasingly formalizing their value management practices, including the establishment of value enhancement plans and regular communication with investors [5].

Core Viewpoint - The conflict between Tesla CEO Elon Musk and President Donald Trump has led to a significant drop in Tesla's stock price, resulting in a market value loss of over $150 billion, highlighting the intersection of business and political dynamics in the U.S. [1][3] Group 1: Stock Market Impact - Tesla's stock price fell by 14.26% in a single day, with its market value dropping below $1 trillion, marking a nearly 30% decline year-to-date [3][5] - Morgan Stanley analysts indicated that if the "Big and Beautiful" bill passes, combined with regulatory credit restrictions, Tesla's annual profits could decrease by $3.2 billion [5] Group 2: Political Dynamics - The conflict stems from the "Big and Beautiful" bill, which excludes electric vehicle tax credits, angering Musk and leading to public criticism of the bill [1][3] - Trump's response included threats to terminate government contracts with SpaceX, which could directly impact the company's operations [1][5] Group 3: Public Perception and Support - Polls show that 72% of Republican voters support Musk's efforts to reduce bureaucracy, but Trump's approval remains higher, complicating Musk's potential political ambitions [5] - Among independent voters, 56% hold a negative view of Musk, raising questions about his political influence [5] Group 4: Market Challenges - Tesla's sales in the European market have been declining, with a 45% year-on-year drop in new car registrations in the EU during Q1, resulting in a market share of only 1.3% [5] - The fallout from the Musk-Trump conflict may weaken Trump's support from tech and business elites, as Musk previously invested nearly $300 million in Trump's campaign [5][7] Group 5: Broader Implications - The clash reflects deeper societal divisions in the U.S., with potential long-term impacts on policy direction and market conditions as the relationship between tech giants and political leaders deteriorates [7]

埃隆·马斯克与特朗普总统在白宫的合影，摄于二人关系较为融洽之时。图片来源：FRANCIS CHUNG/POLITICO/BLOOMBERG VIA GETTY IMAGES 在持续约10个月并投入数亿美元竞选捐款后，唐纳德·特朗普与埃隆·马斯克的联盟正式宣告破裂。 图片来源：CRAIG T FRUCHTMAN/GETTY IMAGES 不久前，特朗普还在一次采访中打趣要将Meta首席执行官马克·扎克伯格送进监狱。2020年1月6日国会山骚乱事件后，扎克伯格旗下各大社交网络应用封 禁了特朗普。此后，扎克伯格察觉到风向变化，致力于与特朗普修复关系。今年1月，Meta向特朗普就职典礼捐赠了100万美元，扎克伯格还在就职庆典 中占据前排中间位置。在1月的Meta财报电话会议上，扎克伯格甚至称赞特朗普领导的政府"优先推动美国科技发展，并将在海外捍卫我们的价值观和利 益"。尽管特朗普未再提及监禁这位Meta首席执行官的威胁，但这家社交网络公司目前正等待政府反垄断诉讼的判决，该诉讼旨在拆分这家公司。 杰夫·贝佐斯 当这两位地球上最具权势的人物于周四彻底翻脸、激烈交锋时，全世界民众都目不转睛地盯着这场闹剧。即便双方在各自的社 ...

Group 1 - The public fallout between President Trump and billionaire Elon Musk has significant implications for both the political landscape and Musk's business empire, with analysts suggesting Musk may withdraw support for Republican candidates [1][8] - Tesla's stock price dropped by 14.26% on June 5, resulting in a market value loss of approximately $150 billion, marking its largest single-day decline in history [6][8] - Trump's "big and beautiful" tax reform proposal faces increased resistance following the fallout, which could impact its passage in the Senate [8][9] Group 2 - Musk's companies, including Tesla and SpaceX, may come under scrutiny from various U.S. regulatory agencies due to the public dispute with Trump [1][6] - The conflict has led to a potential shift in Musk's political contributions, raising questions about the future of his financial support for Trump's campaign [8][9] - The relationship breakdown highlights a deeper struggle between the "MAGA movement" and the "tech right," revealing significant ideological differences despite some shared goals [8][9]

参考消息援引6月6日周五的欧洲媒体报道称，当地时间6日，在欧盟委员会的例行记者会上，被问及马 斯克是否已与欧盟接触讨论企业搬迁或设立新业务时，欧盟委员会发言人皮尼奥（Paula Pinho）微笑着 回复："他非常受欢迎。" 欧盟委员会的技术事务发言人雷尼耶（Thomas Regnier）随即正式表态。他强调："我们非常欢迎所有 人在欧盟创业并扩大生产。"接着他说："这正是'选择欧洲'（Choose Europe）的目标。" 雷尼耶提到的"选择欧洲"计划专门为初创企业和企业业务扩张提供支持。欧盟近来趁特朗普政府削减科 研经费之际发力吸引全球科研人才。 据新华社报道，欧盟委员会主席冯德莱恩4月29日表示，欧洲欢迎来自世界各地的科研人才，希望他们 以欧洲为家，助力欧洲创新。新华社当时指出，近期美国政府持续推进削减科研经费、解雇科学家等举 措，部分美国科研人员开始在海外寻求就业机会。同时，一些本想赴美工作的科研人员也将目光转向他 国。法国、德国、澳大利亚等不少国家已推出专项招聘计划，希望借机吸引更多人才。 特斯拉CEO马斯克和美国总统特朗普公开激烈互撕震动美股，让欧盟看到了趁势争取"美援"发展本土科 技的机会。 市场 ...

每经编辑｜毕陆名 6日晚间，美股全线上涨，黄金直线跳水。 美国劳工统计局周五发布的数据显示，尽管消费者和企业对关税及可能放缓的经济形势保持警惕，但5月就业市场仍然表现理想。分析认为，良好的就业数 据降低了美联储降息的可能性。 值得一提的是，美国总统特朗普表示，"太晚了先生"（指美联储主席鲍威尔）在美联储是一场灾难，欧洲已经进行了10次降息，而美国一次也没有。特朗普 敦促鲍威尔降息"一个百分点"。 稳定币巨头Circle股价持续拉升，一度涨超40%，总市值突破250亿美元，截至发稿，Circle涨近30%。 维珍银河涨超8%，公司表示有望恢复商业太空飞行。 科技七巨头全线走高，特斯拉盘初涨逾6%，该股前一交易日收跌逾14%。截至发稿，特斯拉涨5.44%。谷歌A涨近3%。亚马逊、Meta、英伟达、苹果涨超 1%。微软涨0.71%。 | く 気方 | 知名美股 () | | O | | --- | --- | --- | --- | | 名称 | 最新 | 涨幅。 总量 | | | 特斯拉 | 300.195 | 5.44% 9840万股 | | | TSLA | | | | | 英伟达 | 141.775 | 1 ...

Core Points - The dramatic fallout between Trump and Musk poses significant risks for both parties involved, particularly regarding government contracts and legislative agendas [23][24][32] - Musk's criticism of Trump's legislative agenda could jeopardize Trump's key policy initiatives, while Trump's threats to terminate contracts with Musk's companies could impact Musk's business empire [24][32] Group 1: Conflict Overview - The relationship between Trump and Musk has deteriorated rapidly, with public exchanges escalating to threats and accusations [6][7][14] - Musk's criticism of Trump's policies, particularly regarding tariffs and government contracts, has led to a significant backlash from Trump, who has publicly labeled Musk as "crazy" [6][16] - The conflict has resulted in a notable drop in Tesla's stock price, which fell by 14%, marking the largest single-day decline since 2020 [8] Group 2: Key Issues - The primary points of contention between Trump and Musk include NASA personnel appointments and tariff policies, with Musk expressing anger over the withdrawal of a NASA nomination for a close associate [11][12] - The internal dynamics within the White House have shifted, with Musk's former chief assistant now working for him, indicating a fracture in their previously supportive relationship [12] Group 3: Financial Implications - Trump's threats to cancel government contracts with Musk's companies could have severe financial repercussions, potentially affecting SpaceX's contracts with NASA and the Department of Defense [23][31] - Musk's companies, including Tesla and SpaceX, rely heavily on government contracts and regulatory support, which are now at risk due to the escalating conflict [26][28] Group 4: Political Ramifications - The fallout may weaken Trump's legislative agenda, particularly a significant bill that Musk has publicly opposed, which could increase the federal deficit by $2.5 trillion [32][34] - Musk's influence and financial backing could sway Republican lawmakers, potentially leading to a shift in support away from Trump if the conflict continues [34][35]

Domestic News - The Chinese government expresses willingness to improve relations with Canada during a phone call between Premier Li Qiang and Canadian Prime Minister Carney [1] International News - The U.S. and Japan are advancing tariff negotiations, with potential announcements during the G7 summit [2] - The EU is open to discussions with the U.S. regarding zero tariffs on wine [2] - South Korean President Yoon Suk-yeol and U.S. President Trump agree to expedite tariff negotiations, with a meeting planned soon [2] - Trade talks between India and the U.S. have been extended to next week [2] Economic Indicators - The U.S. added slightly better-than-expected non-farm payrolls in May, with previous months' data significantly revised down; the unemployment rate remains stable, and average hourly earnings exceeded expectations, leading to reduced bets on Fed rate cuts [3] - Inflation pressures are continuing to decline, prompting the Russian central bank to unexpectedly cut interest rates by 100 basis points [5]