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]

美东时间 6 月 5 日，一场史诗级的商业大佬与政坛巨鳄的互撕大戏在社交平台上演。 2024 年 7 月 13 日，特朗普遭遇枪击几分钟后，马斯克在 X 平台发布"全力支持特朗普"的推文。 随着大选临近，这位科技巨头的支持力度不断升级。 10 月 5 日，马斯克戴着标志性的黑色"让美国再次伟大"帽子，在特朗普集会上宣称自己是"黑暗 MAGA "。更令人瞩目的是，他向支持特朗普的政 治行动委员会豪掷 7500 万美元。 美国总统特朗普用他标志性的夸张修辞在社交平台上发文称："马斯克疯了！"而马斯克则回击称："特朗普应该被弹劾。"火药味十足地隔空交锋，将 两位重量级人物持续数日的暗中角力彻底公开化。 这场决裂来得有些突然。 就在半年前的 2024 年大选期间，马斯克还以 2.5 亿美元的巨额捐款，成了特朗普最大金主之一。 投桃报李的特朗普，更在特斯拉遭遇股价暴跌、全球销量断崖式下滑之际，高调购入一辆红色特斯拉以示支持。 没有永远的朋友，只有永远的利益，俩人终因"理念不合"走向了对立。 01 第一兄弟 一切始于那个改变美国政治走向的夏夜。 选举之夜，马斯克与特朗普并肩而立，共同见证历史性胜利的时刻。当选仅三天后，两 ...

Group 1 - Global stock markets did not rebound as expected after a recent phone call, with only the South Korean market showing significant gains [1] - A-shares showed a balanced performance with 2600 stocks rising and 2602 stocks falling, indicating a lack of excitement [2] - The S&P 500 and other indices experienced mixed reactions due to tensions between prominent figures in the U.S., reflecting internal divisions and struggles over resource distribution [2][4] Group 2 - Historical data shows that asset performance following U.S.-China leader calls lacks a clear pattern, but generally, the recent call appears to have more positive implications for A-shares [2][3] - The average performance of the S&P 500 and other indices on the day of the calls varies, with the S&P 500 showing an average increase of 10.38% over the past calls [3] - The recent phone call may indicate a pressing need from the U.S. that could benefit A-shares in the near term [2] Group 3 - The yield of money market funds, such as Yu'ebao, has dropped to a historical low of 1.165%, reflecting a broader trend of declining interest rates [9] - The article emphasizes the importance of recognizing the unprecedented low interest rate environment in asset allocation strategies [12] - The outlook remains positive for structural opportunities in the stock market while maintaining a neutral stance on the bond market [13] Group 4 - A significant net inflow of nearly 600 million into the Red Chip Low Volatility ETF indicates strong institutional interest in high-dividend strategies amid low interest rates [17][19] - The Red Chip Low Volatility ETF has shown a year-to-date increase of 4%, outperforming the broader Shanghai Dividend Index, which has declined by approximately 4% [21] - The article suggests that investors should consider various dividend indices for better asset allocation, including the Red Chip Low Volatility ETF and others [22] Group 5 - The bond market has seen a decline, with a notable drop of 2 basis points in the 10-year government bond yield, indicating market confidence in further declines [23][25] - The introduction of a new fixed income + investment strategy suggests a focus on long-term returns, with historical data indicating a potential yield range of 4-6% [28][30] - Current market conditions suggest that the fixed income + products are undervalued, presenting a good opportunity for continued investment [30][31]

Core Viewpoint - The public feud between Elon Musk and President Trump has raised concerns about the potential regulatory scrutiny that Musk's companies, particularly Tesla and SpaceX, may face, impacting their business operations and stock performance [2][3][4]. Group 1: Tesla - Tesla's stock price plummeted by 14.26% on the day of the feud, resulting in a market value loss of $150 billion, marking the largest single-day drop in the company's history [4]. - Year-to-date, Tesla's stock has declined by over 30%, with investors worried about the company's ability to meet its promises regarding the transition to autonomous vehicles amid regulatory challenges [4][7]. - The National Highway Traffic Safety Administration has been investigating Tesla's vehicles for safety issues related to autonomous driving, which adds to the scrutiny the company faces [7]. Group 2: SpaceX - SpaceX's valuation has increased from $210 billion to $350 billion over the past year, but the company now faces potential risks due to Trump's threats to cut government subsidies and contracts [10]. - SpaceX is under multiple regulatory reviews, including those from the Federal Communications Commission and the Environmental Protection Agency, which could impact its operations [10][11]. - The company has secured nearly $60 billion in contracts for satellite launches for the U.S. military, making it a key player in national defense [11].

此后，马斯克深度参与特朗普竞选活动。当年8月，马斯克在其社交平台专访特朗普，提出"政府效率委员会"构想。10月，他驻扎宾夕法尼亚州为特朗普 竞选拉票，并在摇摆州举办百万美元的选民抽奖活动。目睹马斯克的贡献后，特朗普在11月的胜选演讲中感谢了马斯克，宣称"明星诞生了"。 特朗普与马斯克之间的矛盾是如何逐渐加深的？ 上周，当美国总统特朗普与科技巨头马斯克庆祝后者在美国政府效率部（DOGE）的工作结束时，白宫还洋溢着表面上的和谐。然而，这场短暂的友好假 象在几天后彻底崩塌。马斯克公开指责特朗普"忘恩负义"，甚至支持弹劾这位他曾倾力支持的总统。 表面上看，这场决裂的导火索是马斯克对特朗普力推的"大美丽法案"（Big Beautiful Bill）的强烈反对。特朗普称，马斯克的不满是因为该法案将取消电 动汽车补贴，但早在去年7月，马斯克就曾在社交平台上发文称："取消补贴。这只会对特斯拉有利。" 事实上，两人的关系早在数月前就已暗流涌动，从特朗普对DOGE改革成效的失望、其他政府高级官员对马斯克的不满，到美国国家航天局（NASA）局 长提名的突然撤销以及白宫抱怨马斯克承诺的上亿美元政治资金迟迟未兑现。两人的裂痕早已悄然扩 ...

Core Points - The announcement of the "Dragon spacecraft retirement" by Musk signifies a major clash between American technological capital and political power structures, marking an escalation in the conflict between Musk and Trump [1][3] - Trump's threats to terminate government contracts with SpaceX and Tesla highlight the influence of personal relationships between corporate giants and the presidency on federal financial policies [3] - The fallout from the "Dragon spacecraft incident" has led to a significant drop in Tesla's stock price by 14%, impacting major stock indices like the S&P 500, Nasdaq 100, and Dow Jones Industrial Average, indicating a loss of market confidence in stable government-corporate relationships [4] Company and Industry Implications - SpaceX's role as a primary contractor for NASA's manned spaceflight program is critical, as it is currently the only reusable crewed spacecraft capable of transporting astronauts from the U.S. to the International Space Station [3] - The potential severance of government contracts could lead to a lack of domestic alternatives for U.S. space missions, creating a paradox where the government relies on private companies while being in conflict with them [6] - The crisis reflects a deeper issue within the U.S. governance model, where technology companies are caught in a contradictory role as both strategic national assets and political pawns [6][8] - If the relationship between SpaceX and the federal government deteriorates, it could result in NASA having to restart its own spacecraft development, significantly increasing costs and timelines for U.S. space missions [8] - The ongoing conflict between Musk and Trump may reshape the political landscape ahead of the 2026 midterm elections, potentially altering the dynamics of corporate influence in politics [3][6]

智通财经APP获悉，6月6日，香港政务司副司长卓永兴出席海南商业航天圆桌会时表示，香港政府一直 大力支持香港本地大学和科研机构巩固基础科研优势，包括进行与航空航天科技相关的研究、争取参与 国家航天以及其他科技项目。 这些科技包括：(一)为嫦娥四号提供"相机指向系统"、月球地形测绘及地貌分析技术，助力嫦娥四号成 功拍摄月球背面第一张近距离照片，并协助完成了全球首次月球背面降落任务；(二)为嫦娥五号提 供"表取采样执行装置"，成功应用于我国的首次月球表面采样；和(三)与中国空间技术研究院合作，研 制了"表取采样执行装置"，协助嫦娥六号完成人类史上首次月球背面表土采样任务。 他指，香港特区行政长官已在去年十月发表的2024年《施政报告》提及推展航天科技研发。为此，特区 政府已在"InnoHK创新香港研发平台"下成立"香港太空机械人与能源中心"，由香港科技大学牵头多所 香港本地大学合作成立，与内地及海外机构合作，目标是完成国家航天局探月与航天工程中心委派的国 际合作项目，研发一款兼具精细操作能力和无线充电的多功能月面作业机器人。中心会充分发挥香港 在"一国两制"下于航天事业发展"背靠祖国、联通世界"的独特优势，提升香 ...

Group 1 - The conflict between President Trump and Elon Musk escalated, triggered by Trump's large-scale tax and spending bill, leading to discussions about the presidential election and electric vehicle mandates [1][2] - Following the public dispute, Tesla's stock price dropped by 14%, resulting in a market value loss of approximately $150 billion [2] - Musk's companies, SpaceX and Tesla, have received over $38 billion in government contracts, loans, subsidies, and tax credits, with SpaceX receiving a significant portion of this funding [2] Group 2 - Trump threatened to terminate government contracts with Musk's companies, which could potentially save billions from the government budget [2] - Musk criticized Trump's tariff policies, suggesting they could lead to an economic recession in the U.S. in the second half of the year [2] - SpaceX's government funding is estimated to be in the hundreds of billions, with $3.8 billion received in the 2024 fiscal year alone [2]

美东时间周四，美股三大指数集体收跌，截至收盘，道指跌0.25%，纳指跌0.83%，标普500指数跌0.53%。 热门科技股多数下跌，苹果、英伟达跌超1%。金属原材料与采矿涨幅居前，泛美白银涨超7%，美洲白银公司涨超4%，南方铜业涨超2%。 纳斯达克中国金龙指数收涨0.54%，热门中概股多数上涨。 值得注意的是，特斯拉跌超14%，盘后仍跌超3%。特斯拉中国5月新能源乘用车批发销量为61662辆，同比下降15%，同月特斯拉在欧洲多国的销量暴跌。 据了解，当前美国的载人航天活动极大依赖美国太空探索技术公司的"龙"飞船。 不仅如此，马斯克还 直接在社交媒体爆猛料，称特朗普涉嫌爱泼斯坦性犯罪案，这就是美国政府没有将爱泼斯坦档案公布的真正原因。 马斯克@特朗普的社交媒体账号发帖称："是时候扔出重磅炸弹了：@realDonaldTrump出现在爱泼斯坦的档案里。这才是这些档案至今未被公开的真正原 因。祝你今天愉快，DJT！" 此外， 特朗普在白宫对记者们表示，他对马斯克"很失望"，因为马斯克比其他人都了解"大而美"法案的内容是怎么回事，却"突然之间"掉过头来反对法 案。接着马斯克迅速发帖"反击"，称特朗普说谎、他之前根本没 ...

当地时间6月5日，马斯克在社交媒体上针对"大而美"法案连续发出帖文，称"你要么得到一份庞大而丑陋的法案，要么得到一份小而美的法案。小而美才 是出路"。 特朗普则回应称，马斯克的不满源于该法案提议取消电动汽车消费者的税收抵免，这影响了马斯克作为电动汽车制造商特斯拉首席执行官的利益。 "你看，我和埃隆的关系曾经很好。我不知道我们以后还会不会这样了，"特朗普在白宫说道，"我对埃隆非常失望。我帮过埃隆很多。" 马斯克改口：不会让"龙"飞船退役。 据央视新闻消息，当地时间5日，马斯克表示，SpaceX不会让"龙"飞船退役。几个小时前，他曾表示，鉴于美国总统特朗普关于取消政府合同的声明， SpaceX将开始退役"龙"飞船。 当地时间6月5日，美国总统特朗普和亿万富翁马斯克之间公开发生"口水战"，两人当天相互攻击的言辞越来越激烈。特朗普称马斯克"疯了"，马斯克称特 朗普"忘恩负义"。特斯拉股价则"中枪"，暴跌超14%，一夜蒸发超1500亿美元（合人民币超10000亿元）市值。 特朗普与马斯克公开发生"口水战" 马斯克又发帖回应说："如果没有我，特朗普就会输掉大选"，"如此忘恩负义"。特朗普对此反击说，没有马斯克他照样可以赢 ...