随着美国副总统万斯在参议院投下关键一票，"大而美法案"突破立法程序的最后关卡，距离正式生效仅剩一步之遥。与此同时，特斯拉创始人马斯克与美国 总统特朗普为了这份法案而分道扬镳、公开决裂的事件引发全球关注。两位大佬在社媒上甚至开始互相威胁，誓要斗到底。 在能源转型层面，法案拟议的补贴退坡将直接冲击特斯拉的市场竞争力。作为全球最大原油消费国，美国市场对电动车的接受度本就受低油价制约，若失去 政策杠杆支撑，特斯拉可能面临需求断崖式下跌。 这种冲击已显现在财务数据中，2025年首季度特斯拉营收同比萎缩9.2%，净利润暴跌70%。更严峻的是，多国市场因马斯克支持特朗普的政治立场发起抵 制，进一步加剧了销售困境。 这场冲突的导火索直指法案中关于新能源产业的条款。 作为全球电动汽车产业的领军人物，马斯克对法案中削减电动车购置补贴、限制清洁能源项目财政支持的条款反应激烈。他在6月30日发布的社交媒体动态 中直言："任何投票支持扩大债务规模的议员都该感到羞愧，我会确保他们为自己的选择承担政治后果。" 面对马斯克的猛烈攻势，特朗普迅速发起反击。美国总统在自创社交平台发文称，马斯克获得的政府补贴可能创下历史纪录，如果没有纳税人资金输 ...

Core Points - The "Big and Beautiful" tax reform bill proposed by the Trump administration is set to phase out tax incentives and subsidies for the U.S. clean energy industry by the end of 2027, which could have devastating effects on sectors like solar energy and electric vehicles [1][2][4] - The U.S. solar manufacturing sector, which had begun to recover due to previous government support, is now facing potential factory closures and job losses as a result of this legislation [2][5] - The bill's passage could lead to a significant loss of market share to China, which currently dominates over 70% of global solar panel production and is also a leader in electric vehicle battery technology [4][8] Solar Energy Industry - The "Big and Beautiful" bill will gradually eliminate tax credits for solar and wind projects, with additional incentives ending by the end of 2027 [5][6] - The American Solar Manufacturers Alliance warns that the cancellation of these incentives will undermine efforts to reclaim manufacturing from China, potentially leading to widespread business failures and job losses [2][5] - The solar industry had previously seen a revival due to the Inflation Reduction Act, which provided substantial tax credits [5][6] Electric Vehicle Industry - The bill proposes to eliminate the $7,500 tax credit for electric vehicle buyers and withdraw subsidies for battery plants and lithium mining companies [9][10] - The U.S. automotive industry is concerned that the reduction of incentives will hinder its competitiveness in the electric vehicle market, where China currently produces 70% of the world's electric vehicles [8][9] - American automakers are facing challenges in maintaining market share as consumers increasingly turn to more affordable electric vehicles from Chinese manufacturers [8][10] Political and Economic Implications - The legislation has sparked a political battle, with some Republican officials advocating for the retention of tax incentives that have helped create jobs in their communities [6][10] - The potential decline in the clean energy sector could have broader implications for U.S. economic competitiveness and national security, as reliance on foreign production increases [6][10] - Experts emphasize the need for the U.S. to strengthen its electric vehicle manufacturing capabilities to remain relevant in the global market [10][12]

Core Points - The "One Big Beautiful Bills" tax and spending proposal by President Trump has passed the Senate by a narrow margin, moving closer to becoming law [1][3] - Supporters claim the bill will positively impact the U.S. economy by stimulating demand and increasing employment, while critics argue it will harm low-income Americans by cutting funding for poverty programs to offset tax cuts [1][4] Legislative Details - The Senate passed the bill with a vote of 51 in favor and 50 against, with Vice President Kamala Harris casting the tie-breaking vote [3] - The bill aims to reduce taxes by $4 trillion and cut spending by at least $1.5 trillion over the next decade [4][5] - It includes various tax relief measures, such as exemptions for overtime pay and tips, while increasing the exemption thresholds for estate and gift taxes [3][4] Impact on Social Programs - The bill plans to cut nearly $1 trillion from Medicaid and tighten eligibility for the Supplemental Nutrition Assistance Program (SNAP), raising the age limit for food assistance from 54 to 64 years [4][5] - Experts indicate that the distribution of benefits from the bill is highly uneven, with the lowest-income Americans expected to see a decrease in after-tax income by approximately 2.3% over the next decade [5][6] Economic Implications - The bill is projected to increase the national debt by $3.3 trillion over the next ten years, with conflicting assessments from both parties regarding its fiscal impact [7][8] - Critics, including Senator Chuck Schumer, argue that the bill disproportionately benefits the wealthy while harming the poor, labeling it as a "Robin Hood in reverse" [5][6] Political Context - The passage of the bill highlights the deep partisan divide in U.S. politics, with all Democratic senators opposing it and divisions within the Republican party regarding the extent of spending cuts [6][9] - The bill's future is uncertain as it must return to the House for another vote due to significant amendments made in the Senate [4][6]

美国电动汽车公司Rivian(RIVN.O)股价下跌2%，其第二季度交付量下降。 ...

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 ...

Group 1 - Elon Musk's political ambitions are perceived to be detrimental to Tesla, as investors hope for a revival of the company's sales and transformation into an AI giant [1] - Apple's foldable iPhone has entered the Prototype 1 development stage, with expectations for market release in the second half of 2026, while the foldable iPad project has been shelved due to production challenges and low market acceptance [1] - Northeast Asia's jet fuel exports to Europe reached a near one-year high in June, driven by lower shipping costs and ample Asian supply, with approximately 350,000 tons (2.8 million barrels) shipped from South Korea and China [1] Group 2 - The establishment of "FSD PAC," a political action committee aimed at countering Musk's political ambitions, was announced by a Trump ally [2] - Beijing Mosska Supply Chain Management Co., Ltd. completed a Series A financing round of 30 million RMB to enhance its offline store layout in the premium coffee sector [2] - Beijing Zhongke Guangxi Science and Technology Research Institute's Shandong branch secured 10 million RMB in Series A financing to support its development in chemical research and testing [3][4] Group 3 - Shanghai Junfeng Network Technology Co., Ltd., a subsidiary of Hello, increased its registered capital from 6.1 billion RMB to approximately 6.6 billion RMB [5] - Dubai successfully completed the first test flight of an air taxi, with plans to launch commercial operations in 2026, significantly reducing travel time from Dubai International Airport to Palm Jumeirah [6] - Huason Pharmaceutical received approval for clinical trials of its CX001 sustained-release tablets, marking a milestone for the company's innovative drug development platform [6] Group 4 - Meituan upgraded its membership system to include health services, offering benefits such as free doctor consultations for premium members [7] - The world's first 500-megawatt impulse turbine unit was successfully developed, marking a significant breakthrough in high-head, large-capacity turbine technology in China [8] - The Chinese Ministry of Foreign Affairs emphasized the importance of the BRICS cooperation mechanism for promoting global governance and economic globalization [8]