2025.07. 01 本文字数：1247，阅读时长大约3分钟 当地时间周一（6月30日），特斯拉首席执行官马斯克连发数十条帖文批评特朗普政府的"大而美"税收和 支出法案，并批评支持这项法案的共和党人。 当地时间7月1日凌晨，美国总统特朗普在其社交平台"真实社交"上发帖回应马斯克，称马斯克"获得的 （美国政府）补贴可能比历史上任何人都多"，或许美国政府效率部应该好好调查下马斯克公司获取政府 补贴的情况。 马斯克则立刻在社交媒体上回复称，"我要说的是把（补贴）全砍掉。现在（就砍）。" ▲ 来源：新华社 从共和党最大金主到想另起炉灶 最近几周，马斯克与特朗普的冲突不断升级 。 作者 | 第一财经 孙卓 此次，马斯克在社交媒体发文称，曾经以削减政府政府开支为理念、却转而支持该法案的国会成员"应该 羞愧的低下头"。"他们明年初选一定会落败。"马斯克说，"是时候创立一个真正关心人民的新政党了。" 马斯克一直是"大而美"法案的坚定反对者，主要理由是该法案将大幅推高国家赤字。马斯克认为，这会抵 消曾由他领导的政府效率部所带来的财政节省。 特朗普曾反驳说，马斯克之所以反对该法案，是因为其中包括削减电动车税收抵免的条款。对此， ...

Company News - Amazon (AMZN.O) has deployed 1 million robots globally [2] - Circle (CRCL.N), a stablecoin issuer, has applied to establish a national trust bank in the U.S. [2] - Vodafone (VOD.O) has partnered with AST SpaceMobile to form a new joint satellite venture called SatCo [2] - Boeing (BA.N) has appointed Jesus Jay Malave as the successor to the Chief Financial Officer (CFO), set to take office on August 15 [2] - Xpeng Motors (XPEV.N) delivered 34,611 vehicles in June, a year-on-year increase of 224%, marking the eighth consecutive month of deliveries exceeding 30,000 [2] - Li Auto (LI.O) delivered 36,279 vehicles in June, a year-on-year decrease of 24%, with a total of 111,074 vehicles delivered in the second quarter [2] - NIO (NIO.N) delivered 24,925 vehicles in June, a year-on-year increase of 17.5%, with 72,056 vehicles delivered in the second quarter of 2025, representing a year-on-year growth of 25.6% [2] - OpenAI spokesperson stated that while the company is using some of Google's (GOOG.O) tensor processing units (TPUs) for early testing, there are currently no plans for large-scale deployment of these chips [2] - Tesla (TSLA.O) saw a 64.4% year-on-year decline in new car registrations in Sweden for June, a 61.57% decline in Denmark, while experiencing a 53.8% increase in Norway and a 60.7% increase in Spain [2]

1. 7月1日(周二)美股盘前，美股三大股指期货齐跌。截至发稿，道指期货跌0.12%，标普500指数期货跌0.29%，纳指期货跌0.37%。 个股消息 | ■ US 30 | 44,041.50 | 44,137.00 | 44,022.50 | -53.30 | -0.12% | | --- | --- | --- | --- | --- | --- | | ■ US 500 | 6,186.80 | 6,208.30 | 6,186.60 | -18.10 | -0.29% | | ■ US Tech 100 | 22,595.10 | 22,704.10 | 22,594.80 | -83.90 | -0.37% | 2. 截至发稿，德国DAX指数跌0.68%，英国富时100指数跌0.27%，法国CAC40指数跌0.38%，欧洲斯托克50指数跌0.32%。 | 德國DAX30 | 23,766.67 | 23,975.25 | 23,746.57 | -161.69 | -0.68% | | --- | --- | --- | --- | --- | --- | | 英國富時100 | 8,737.67 ...

Core Viewpoint - President Trump commented on Elon Musk's dissatisfaction due to the loss of electric vehicle mandates, suggesting that Musk may face more significant challenges ahead [1] Group 1 - The statement indicates a potential shift in regulatory support for electric vehicles, which could impact companies in the EV sector [1] - The mention of Musk's feelings reflects broader industry sentiments regarding government policies and their implications for innovation and market dynamics [1]

Group 1: User Demographics - The survey revealed that 83% of the respondents are male, with an average age of 31.5 years, and 69% are aged between 26 to 35 years, indicating a strong influence of the younger generation in the consumer market for Xiaomi YU7 [1][4] - The majority of respondents (66%) are married, with 50.98% of them raising preschool children, highlighting the family-oriented nature of the core user group [1] - The educational background of respondents shows that 58.5% hold a bachelor's degree and 23% have a master's degree, with over 30% working in the IT, communication, electronics, and internet sectors, indicating a high level of education and tech sensitivity among users [4] Group 2: Purchase Behavior - 62% of respondents are first-time car buyers, while 33% of repeat buyers are existing Xiaomi car owners, with 78.8% of them being former Xiaomi SU7 owners [8][14] - The average budget for purchasing a car is 292,300 yuan, with nearly half of the respondents budgeting between 260,000 to 300,000 yuan [18] - 57.5% of respondents compared the Xiaomi YU7 with the Tesla Model Y before making their purchase decision, indicating the competitive landscape [21] Group 3: Purchase Decision Factors - Key reasons for choosing the Xiaomi YU7 include "commuting," "daily leisure," and "weekend travel," aligning with the younger demographic's lifestyle [15] - The main considerations for purchasing the Xiaomi YU7 were "exterior design," "dual zero-gravity seats," and "sky screen," reflecting a consumer preference for experiential features [26][29] - 74.5% of respondents felt that the pricing of the Xiaomi YU7 met their expectations, while 15% expressed concerns about certain features, particularly regarding configuration [34][50] Group 4: Brand Perception - Respondents primarily associate the Xiaomi brand with value for money, technology, and youthfulness, which aligns with their perceptions of the Xiaomi YU7 as well [38][40] - 98.5% of respondents have used Xiaomi products, with a significant portion using smart home appliances and wearable devices, indicating strong brand loyalty and ecosystem integration [45][49] - The Xiaomi YU7's overall satisfaction rate among users is 88%, slightly higher than that of the Xiaomi SU7, which stands at 55% [37]

Group 1: Lithium Market Insights - The lithium market is currently at a cyclical low, but positive signs are emerging, with institutional investors showing confidence in mining and exploration stocks related to energy transition [1][2] - A global survey by Harbour revealed that around half of the institutional investors are looking for growth in natural resource stocks linked to energy transition [1][2] - Lithium has replaced copper as the second most likely commodity to attract institutional investment in Australia, Canada, the US, and the UK/Europe [2] Group 2: Demand Drivers for Lithium - Argonaut's report highlights several positive demand drivers for lithium, particularly from electric vehicles (EVs) and battery energy storage systems (BESS), with a projected 30% increase in global EV sales by 2025 [3][4] - The global sales of electric vehicles reached 1.6 million units in May, marking a 24% year-on-year increase [4][5] - Despite current oversupply in the lithium market, Argonaut predicts a rapid price recovery once a moderate shortage occurs, with expectations for lithium spodumene prices to peak at $1,500 per ton by the end of 2026 [7][9] Group 3: Future Price Projections - Argonaut forecasts that the lithium market will rebalance by 2027, with a long-term price projection of $1,600 per ton for lithium spodumene, significantly higher than current spot prices [9][10] - The report indicates that existing production capacity may be restarted in response to rising prices [8][9] Group 4: Broader Economic Context - The Australian government anticipates that gold will become the third-largest export commodity next year, driven by increased demand for safe-haven assets amid global uncertainties [15] - Overall, Australia's resource and energy export revenue is expected to decline by 4% in the coming year, influenced by global trade barriers and economic slowdowns [15][16]

Core Points - The EU is facing a severe shortage of rare earth magnets, impacting European companies significantly, as highlighted by the EU ambassador to China, Jorge Toledo [1] - China's new regulations require rare earth companies to report technical personnel and impose travel restrictions, indicating a strategic move to strengthen its control over rare earth resources [5] - The European automotive supply chain is under pressure due to the shortage of rare earth magnets, with some suppliers halting production and inventory levels critically low [3] Group 1: EU's Concerns and Responses - The EU has set a 30-day deadline for China to address the rare earth magnet export issue, reflecting the urgency of the situation [1] - The European automotive sector is experiencing production halts due to the shortage of rare earth magnets, with some companies having only 2 to 4 weeks of inventory left [3] - The EU's reliance on Chinese supply chains is juxtaposed with its attempts to exert pressure on trade rules, creating a complex relationship [3][6] Group 2: China's Strategic Moves - China controls over 60% of global rare earth production and 92% of refining supply, giving it significant leverage in the market [5] - The new regulations from China are seen as a long-term strategy to manage its rare earth resources and technology, moving from material export to technology control [5] - China's dual strategy of strict compliance and combating smuggling aims to balance strategic security with global supply chain stability [5][6] Group 3: Broader Implications - The EU's Critical Raw Materials Act aims for 10% domestic rare earth mining and 40% domestic processing by 2030, but faces challenges due to a lack of core technology outside of China [6] - The EU's trade policies, including tariffs on electric vehicles and restrictions on public procurement from Chinese companies, reflect a protectionist stance while simultaneously seeking cooperation [6] - The ongoing dialogue between EU leaders and China may influence the future dynamics of this resource competition, emphasizing the need for mutual understanding and strategic trust [6]

Group 1 - Indonesia has initiated a significant electric vehicle battery ecosystem project with a total investment of approximately $6 billion, involving two state-owned enterprises and a subsidiary of CATL [5][3] - The project is expected to contribute up to $42 billion annually to Indonesia's GDP and solidify its position as a leader in Southeast Asia's electric vehicle battery industry [7][9] - Indonesia aims to become the only country globally to achieve a fully integrated production chain for nickel-based batteries, seizing the historical opportunity presented by the global shift from fuel vehicles to electric vehicles [9][10] Group 2 - Indonesia has proposed to the United States to jointly invest in the rare earth industry, which is crucial for high-tech sectors, aerospace, and military applications [10][16] - The U.S. has a significant dependency on rare earth elements, with specific quantities required for military equipment like the F-35 and Burke-class destroyers [12][14] - Despite Indonesia's rich rare earth resources, the U.S. lacks the refining technology necessary to alleviate its rare earth crisis, indicating that collaboration may not yield immediate results [34][40] Group 3 - The ongoing geopolitical struggle between China and the U.S. highlights the strategic importance of rare earth elements, with China currently holding a dominant position in the industry [17][42] - Indonesia's willingness to collaborate with the U.S. on rare earth projects may not effectively resolve the U.S.'s reliance on China, as the U.S. needs to develop a comprehensive alternative supply chain [36][40] - The U.S. has been exploring partnerships in the Middle East for critical minerals, indicating a broader strategy to diversify its supply sources [38][42]

世界首富与美国总统的友谊小船说翻就翻。 和解才没几天，特朗普和马斯克的"口水战"又呛起来了。 最近，两人围绕"大而美"法案激烈开麦。 当地时间7月1日，特朗普在社交平台上炮轰马斯克。 此前，马斯克就一直明里暗里地痛批该法案"令人作呕"，并威胁要成立新政党。 老是骂骂咧咧，特朗普便也绷不住了。 他最新嘲讽马斯克说，"补贴拿的比谁都多"，没有补贴马斯克就得关门大吉。 只要两人不对付，特斯拉股价立马闻声跳水。 上个月初，"特马"激烈对骂的时候，特斯拉当天暴跌逾14%，市值一夜蒸发超1500亿美元。 今天截止发稿，美股盘前跌近5%，股价300美元岌岌可危。 互撕大戏又来了！ 特朗普突然下场开撕。 他声称，其获得的补贴可能比历史上任何人都多。如果没有补贴，马斯克可能得关门大吉，"返回南非老家"了。 特朗普还威胁说，让政府效率部好好查查马斯克的补贴情况。 "火箭发射、卫星生产和电动汽车生产都停止了，我们国家就能省下一大笔钱。" 马斯克在隔空火速回应称："全部削减，就现在。" 他表示，"大而美"法案的"疯狂支出"将使债务上限增加创纪录的5万亿美元。 "我只是要求不要让美国破产。如果不断提高债务上限，那还有什么意义呢？" 此 ...

在"大而美"法案于美国国会激烈讨论之时，美国总统特朗普和特斯拉CEO马斯克再次在各自社交媒体上 激烈表达了不同意见。 为何又起争吵？ 在特朗普发声之后，特斯拉夜盘股价迅速跳水，一度杀跌超7%。 什么是"大而美"法案？ 《大而美法案》(Big Beautiful Bill)是由特朗普提交的关于税收和支出的法案。 据美国媒体报道，"大而美"法案包含多项条款，内容超过1000页，主要侧重于减税和削减开支。该法案 将延长特朗普在其第一个总统任期内于2017年通过的企业和个人减税措施，对小费、汽车贷款等提供新 的税收减免，同时增加国防支出，并为打击非法移民提供更多资金。 特朗普及其经济团队认为，该法案将刺激经济增长、增加关税收入，从而有助于减轻美国不断增长的债 务负担。根据白宫经济顾问委员会的报告，综合测算该法案和特朗普更广泛的经济政策所产生的影响， 联邦政府债务有望在2034年降至国内生产总值的94%，在此期间，财政赤字有望减少8.5万亿美元至11.2 万亿美元。 周一，由特朗普力推的"大而美"减税及支出法案在国会参议院遭遇强力阻击。原计划于美东时间30日早 上9点对法案的表决并未举行，而是进入一场预计长达一天的"马 ...