来源：环球网 【环球网科技综合报道】7月5日消息，尽管埃隆·马斯克对公司业绩做出了大胆的预测，但有外媒认 为， Cybertruck最终将走向失败的局面。 CNN(美国有线电视新闻网)认为，虽然特斯拉并未公布详细的销售数据，但从已有数据分析来看， Cybertruck的销量不尽如人意。 根据本周公布的特斯拉交付量：今年 4 月至 6 月，这家电动汽车制造商在全球共交付了约384,000 辆汽 车，较去年同期下降了13.5%，创历史新低。 特斯拉的处境变得更加糟糕。 但根据标普全球移动出行的注册数据，特斯拉售出了约12900辆"其他"车型，其中7100辆是Cybertruck。 由此估算，Cybertruck的销量略高于一半。 如果消费趋势保持稳定，特斯拉第二季度的 Cybertrucks 销量可能会在 5,000 到 6,000 辆左右。它的销量 甚至可能略低于F-150 Lightning 和通用的电动皮卡，这些竞争对手的销量也在下降，但相对于特斯拉来 说，表现稍好。 目前，特斯拉方面并未对Cybertrucks销量做出回应。 但即使假设第二季度交付的 10,400 辆汽车都是Cybertrucks，特斯拉 ...

Core Viewpoint - The "Big and Beautiful" tax and spending bill signed by President Trump is expected to exacerbate the U.S. fiscal deficit and debt risks while altering the competitive landscape for the renewable energy sector, particularly solar and electric vehicle industries [1][3]. Summary by Sections Tax and Subsidy Adjustments - The bill adjusts tax credits and subsidy policies, differentiating between renewable and traditional energy sectors, with significant implications for solar and electric vehicle industries [1]. - It terminates several clean energy tax credits, including those for new energy-efficient homes and renewable energy equipment, potentially jeopardizing up to 4,500 clean energy projects across the U.S. [9]. Energy Storage Provisions - The bill extends the energy storage investment tax credit (ITC) to 2036, providing a longer policy support window for the energy storage industry [5]. - The phase-out schedule for the ITC has been adjusted to a more gradual decline, which is expected to stabilize market expectations [5]. - New funding of $1 billion is allocated for grid reliability, energy storage, and transmission infrastructure upgrades, focusing on long-duration storage technology [3]. Restrictions on Foreign Entities - The bill imposes restrictions on foreign entities, particularly those from China, in energy storage project construction, which could limit participation from Chinese companies in the U.S. market [6]. - However, the restrictions on foreign sensitive entities have been relaxed compared to earlier versions of the bill, allowing for some level of foreign material sourcing under specific conditions [7]. Impact on Electric Vehicle Industry - The bill eliminates federal tax credits for new electric vehicle purchases, which could severely impact the electric vehicle market [10]. - Additional fees, such as a $250 highway usage fee for electric vehicle owners, are introduced, significantly increasing the cost burden compared to traditional fuel vehicles [11]. Global Market Implications - The "Big and Beautiful" bill poses challenges for Chinese energy storage companies, which dominate global supply chains, as U.S. developers may need to exclude Chinese suppliers to qualify for tax credits [12]. - The potential for similar legislative actions in other regions, such as the EU, could lead to a global restructuring of the energy storage supply chain, affecting the competitive dynamics of the renewable energy sector [12].

Group 1 - The "Big Beautiful" bill, pushed by President Trump, has been passed, but Tesla CEO Elon Musk continues to oppose it, indicating potential for further conflict between them [1][3] - The final version of the bill raises the U.S. federal debt ceiling by $5 trillion, exceeding the previous House version's increase of $4 trillion, and makes tax cuts from Trump's 2017 term permanent [1][2] Group 2 - The Congressional Budget Office (CBO) estimates that the final version of the "Big Beautiful" bill could increase the U.S. government's budget deficit by $3.4 trillion over the next decade, with total debt potentially rising to $36.2 trillion [2] - The bill is expected to severely impact Tesla's carbon credit revenue by eliminating key rules for carbon emissions trading and setting fines for fuel economy standards to zero, reducing the incentive for traditional automakers to purchase Tesla's carbon credits [5] - In the previous year, Tesla's carbon credit revenue reached $2.8 billion, accounting for 39% of its net profit, with a significant portion coming from the U.S. market [5]

Core Viewpoint - The article discusses the evolving global trade dynamics, particularly focusing on the tensions between the U.S. and China, and the implications for the EU as it navigates its economic relationship with both powers [1]. Group 1: U.S.-China Trade Relations - The U.S. is attempting to isolate China through global supply chains, despite a temporary "truce" in tariffs [3][5]. - The U.S. has relaxed some export restrictions on China and is urging China to accelerate rare earth exports, indicating a strategic maneuver to contain China economically [3][5]. - The U.S. has issued a "last ultimatum" to the EU regarding tariffs, threatening punitive tariffs of up to 50% on EU goods if an agreement is not reached by July 9 [5][6]. Group 2: China's Diplomatic Response - Chinese Foreign Minister Wang Yi's visit to Europe aims to restart high-level strategic dialogues and strengthen cooperation with Germany and France [5][9]. - Wang Yi warns the EU against "selling out" to the U.S. in tariff negotiations, emphasizing that the challenges Europe faces do not stem from China [9][10]. - China has implemented new anti-dumping duties on stainless steel products from the EU and other countries, signaling a strong response to perceived aggression from the U.S. and its allies [10][11]. Group 3: EU's Position and Challenges - The EU's economic relationship with China is significant, especially in the automotive and high-tech sectors, but U.S. pressure is forcing the EU to adopt a tougher stance on exports to China [9][10]. - Wang Yi highlights the dangers of misinterpreting historical and cultural differences as reasons for confrontation, urging the EU to avoid repeating past mistakes [9][11]. - The EU faces a critical decision regarding its trade strategy: aligning with the U.S. or maintaining a cooperative stance with China to uphold a multilateral trade system [11].

Group 1 - The EU has set a 30-day deadline for China to address concerns over rare earth supply, indicating a significant misjudgment of China's industrial power [1] - The EU's perception of its own strength is flawed, as it continues to hold a condescending attitude towards China despite China's dominance in the global industrial landscape [1][5] - The EU's attempts to negotiate with both the US and China simultaneously may backfire due to overlapping industrial interests and the US's strategic maneuvers that undermine European manufacturing [5] Group 2 - The EU's "Net Zero Industry Act" aims to enhance its position in green technology but inadvertently highlights China's leading role in key technologies such as photovoltaics and energy storage [3] - China's response to EU tariffs on stainless steel products is a strategic move to protect its domestic industries from unfair competition, reinforcing the need for the EU to reassess its approach to cooperation with China [7] - The EU's failure to recognize the current geopolitical landscape, as evidenced by its actions at the G7 summit, further complicates its relationship with China [7]

Group 1 - The technical aspects of the negotiations between China and Europe regarding electric vehicles are nearly complete, with only a final step remaining [1] - The key factor now is whether the European side can demonstrate the political will to push for a resolution to the issues at hand [1]

Market Overview - The US dollar index is expected to slightly decline this week, having dropped over 10% in the first half of the year, marking its worst performance since 1973 [1] - Spot gold has risen significantly, gaining over $100 per ounce, driven by a weaker dollar, increased expectations for Fed rate cuts, trade negotiation uncertainties, and concerns over fiscal risks from the "Big and Beautiful" plan [1] - The euro has appreciated nearly 14% this year, reaching a high of 1.1830 this week, as investors seek safety in European assets amid US policy fluctuations [1] Economic and Policy Developments - Goldman Sachs has moved its expectation for the Fed to restart rate cuts from December to September, predicting three consecutive cuts totaling 75 basis points [5] - Morgan Stanley reports that US tariff revenues are annualized at $327 billion, which is detrimental to economic growth, advising investors to favor US Treasuries and short the dollar [5] - The US non-farm payroll data showed an increase of 147,000 jobs in June, with the unemployment rate unexpectedly dropping to 4.1%, leading to reduced bets on a July rate cut [6] Trade and Tariff Updates - President Trump announced unilateral tariffs ranging from 10% to 70% on trade partners, effective August 1, which is higher than previously proposed rates [8] - The US has reached a trade agreement with Vietnam, allowing US goods to enter Vietnam at zero tariffs, while imposing a 20% tariff on Vietnamese exports to the US [10] Legislative Actions - The US House of Representatives passed the "Big and Beautiful" tax and spending bill, which is approximately $3.4 trillion in size, with supporters claiming it will benefit all income levels through tax cuts [11] - The bill is criticized by Democrats as "robbing the poor to pay the rich," with projected costs exceeding $4.5 trillion over the next decade [11] Corporate Developments - Tesla reported a 13.5% year-over-year decline in Q2 vehicle deliveries, totaling 384,122 units, yet its stock surged nearly 5%, adding $48.1 billion to its market cap due to better-than-expected performance [17] - Robinhood, Bybit, and Kraken have launched stock tokenization services, allowing 24/7 trading of US stocks, marking a significant shift in the trading landscape [18][19] AI and Talent Acquisition - Apple is considering using technology from Anthropic or OpenAI for its new Siri version, indicating a potential shift from its in-house AI development [20] - Meta has hired at least eight key researchers from OpenAI, reflecting a competitive talent acquisition strategy in the AI sector [21]

Cloud Computing and AI - Alibaba Cloud will establish new data centers in Malaysia and the Philippines, expanding its global infrastructure to 29 regions and 90 availability zones. The third availability zone in Malaysia is now operational, while the second in the Philippines is set to launch in October 2023. This move aims to meet the growing demand for cloud computing and AI services overseas [1] Electric Vehicles - Polestar announced that its upcoming SUV model, Polestar 7, will be produced in a factory being built by Volvo Cars in Slovakia. This will be Polestar's first model manufactured in Europe, with plans to launch the vehicle in 2028 [2] Beverage Industry - Genki Forest's iced tea series has entered mainstream retail channels in Indonesia, marking its second product line to launch in the country after sparkling water. The brand has established a presence in over 30,000 retail outlets in Indonesia and has also entered 591 Costco stores in the U.S. and 109 in Canada [2] - The Chinese tea brand, Jasmine Milk Tea, reported that its first store in Los Angeles generated revenue of 4.195 million yuan in its first month, selling over 77,000 drinks and setting a sales record for the brand's overseas locations [3] Coffee Industry - Luckin Coffee opened two stores in Manhattan, New York, as part of its international expansion strategy. The stores launched with a promotional price of $1.99 per cup and feature a cashier-less self-service model to enhance the digital experience [4] Retail Expansion - Anta announced plans to open its first flagship store in the U.S. in Beverly Hills in September 2025, aiming to enhance its high-end brand image in the North American market [5] Media and Entertainment - iQIYI launched its Indonesian site in Jakarta, partnering with local telecom operator Telkomsel to enhance user experience through localized content and services [6] Manufacturing Expansion - BYD inaugurated its passenger car factory in Bahia, Brazil, with an investment of 5.5 billion reais (approximately 7.2 billion yuan), marking a significant step in its global strategy [7] - CRRC is expected to establish a new train manufacturing plant in Brazil, enhancing its competitiveness in the South American market [8] - Beijing Foton signed a memorandum with Saudi Arabia to build a commercial vehicle assembly plant, further expanding its global manufacturing footprint [9] Investment and Financing - Shenkepu Industrial completed a B+ round financing exceeding 100 million yuan, aimed at upgrading core technologies and expanding its international strategy [10] - Taited Pharmaceutical successfully listed on the Hong Kong Stock Exchange, with a market capitalization exceeding 4.3 billion HKD, focusing on peptide-related services [11] - Luxshare Precision announced plans for an H-share listing in Hong Kong, aiming to raise over $1 billion to support its global strategy and automotive business expansion [11] Hospitality Industry - Jin Jiang International Hotel submitted an IPO application to the Hong Kong Stock Exchange, aiming to enhance its overseas hotel business and digital transformation [11]

Core Points - The "One Big Beautiful Bill Act" is a significant budget plan that has caused a deep divide between the two major political parties in the U.S. and even within the Republican Party itself [1][6][21] Tax Policy - The act includes tax cuts for all income groups, with wealthier individuals benefiting the most. It permanently extends the tax cuts from the 2017 tax reform, reducing corporate tax rates from 35% to 21% and personal income tax rates up to 37% [2][3] - New tax exemptions include tips and overtime pay for service industry workers, benefiting millions of low-income earners. However, it imposes additional taxes on countries with "unfair foreign taxes," potentially leading to trade conflicts [2][3] Social Welfare Cuts - To offset the revenue loss from tax cuts, the act proposes cuts to social welfare programs, including Medicaid and food assistance programs [3][4][5] - Medicaid will see stricter work requirements, potentially resulting in 2 million low-income individuals losing their health insurance. Additionally, funding for rural hospitals will be reduced by over 20%, risking closures [4] - The age limit for food assistance (SNAP) eligibility will be raised from 54 to 64, cutting $230 billion in funding and affecting 2.3 million elderly individuals [5] Debt and Fiscal Adjustments - The act necessitates an increase in the federal debt ceiling by $5 trillion, with a projected deficit increase of $3.3 trillion over the next decade [8] - Spending adjustments include a $1.2 trillion reduction in healthcare, welfare, and clean energy subsidies, while increasing defense spending by $150 billion and border security by $465 billion [8] Energy and Industrial Policy - The act terminates clean energy subsidies, including tax credits for electric vehicles and renewable energy projects, while supporting traditional energy sources [8] - It includes provisions that prevent projects involving "foreign adversaries" from receiving tax credits, compelling U.S. companies to sever ties with Chinese supply chains [8] Political Dynamics - The act has led to significant political conflict, with Democrats opposing it vehemently, while some Republicans also express concerns over its implications [21][24] - The passage of the act was contentious, with a narrow margin in both the House and Senate, highlighting the deep divisions within Congress [18][20] Conclusion - The act represents a critical moment in U.S. fiscal policy, with potential long-term implications for social welfare, taxation, and political dynamics, as it awaits the President's signature [16][17]

Group 1 - The electric vehicle market is experiencing a recovery, with Tesla's new car sales in the UK showing a year-on-year increase in June [1] - The Society of Motor Manufacturers and Traders (SMMT) reported a 6.7% increase in new car registrations in the UK, totaling 191,316 vehicles, with pure electric vehicle demand being a significant growth driver [1] - Pure electric vehicle demand surged by 39% year-on-year to 47,354 units, indicating that one in four car buyers opted for electric vehicles [1] Group 2 - Tesla's sales in June reached 7,719 units, reflecting a 14% year-on-year growth, although there are discrepancies in sales figures reported by different agencies [1] - Cumulatively, Tesla's sales in the UK have declined by nearly 2% this year, while Chinese competitor BYD's sales have surged nearly fourfold to 2,498 units [1] - The recent US-UK trade agreement has reduced tariffs on certain UK imports, lowering the tariff on UK automotive exports to the US from 27.5% to a quota-based rate of 10% [2] Group 3 - Future growth in the electric vehicle industry will depend on the expansion and upgrading of charging infrastructure, which is crucial for mainstream adoption [2] - Ford is expected to lead the market in electric vehicle sales growth in the UK, with an anticipated increase of over four times year-on-year in the first half of 2025 [2]