Core Viewpoint - The "Big and Beautiful" bill, pushed by President Trump, aims to eliminate tax credits for electric vehicles and restrict tax incentives for wind and solar projects, reflecting a significant policy shift in the U.S. energy sector [1][2]. Group 1: Policy Changes - The bill will end tax credits for electric vehicles starting September 30, and only wind and solar projects that begin production before the end of 2027 will qualify for tax incentives [1]. - This policy shift indicates a move away from the previous administration's support for clean energy, aiming to bolster fossil fuel production, particularly oil and gas [2]. Group 2: Economic Implications - The Trump administration's push for fossil fuel production is intended to enhance U.S. competitiveness and promote exports, but it has not achieved the expected dominance in the fossil energy sector [2]. - The conflicting policies have led to increased domestic inflation and pressure to lower energy prices, undermining the production capabilities of U.S. companies [3]. Group 3: Impact on Key Players - The escalating conflict between Trump and Elon Musk highlights a divergence in interests, potentially harming both parties and leading to broader implications for the U.S. political landscape [4]. - Concerns arise that reduced support from high-tech giants for Trump could negatively impact the Republican Party in upcoming midterm elections, while Musk's business empire may face direct consequences from Trump's actions [4].

以下文章来源于无法可说 ，作者郑渝川hiecy 无法可说 . 一弦一柱思华年。 本文来自微信公众号： 无法可说 ，作者：郑渝川hiecy，题图来自：视觉中国 事实上，马斯克的电动汽车以及火箭发射两项生意，同时受益于公布共和党和民主党此前多任政府的 补贴与政策支持，尤其是特斯拉电车，一直获得了美国政府的输血支持。如果关系走到彻底破裂，马 斯克本人很难见容于其他政治、资本阵营，处境只会比现在艰难。 与马斯克关系破裂，当然也不是特朗普愿意看到的结果。毕竟，哪怕是其他意识形态倾向于共和党建 制派或民粹派的富豪， 很少有人如马斯克那样，公开支持特朗普推销的白人至上主义。 但是，很多媒体以及自媒体宣扬特朗普离不开马斯克，马斯克可以随便拿捏特朗普，这就想当然了。 当然，马斯克真的掌握，或者说真的敢发布导致特朗普被弹劾的依据，这种可能性也不是没有。但是 如果是那样，万斯将顺位顶替出任总统，而民主党阵营坐收马斯克拱手送上的大礼后，也不会再度接 纳他，毕竟之前马斯克连篇累牍歌颂特朗普，以及嘲弄拜登等民主党大佬的豪言，大家还记得清清楚 楚呢。 黑格尔在某个地方说过，一切伟大的世界历史事件和人物，可以说都会出现两次。他忘记了补充一 ...

当地时间7月1日，美国股市开盘后，特斯拉股价暴跌约7%，成为当日市场焦点。这场风波的直接导火索，是美国企业家、特斯拉首席执行官埃隆·马斯克 与总统特朗普之间愈演愈烈的公开争执。 分析人士指出，特斯拉作为科技股和电动汽车行业的标杆企业，其股价波动往往具有风向标意义。此次马斯克与特朗普的公开矛盾，不仅暴露了美国政商 关系的脆弱性，也引发市场对政策不确定性的担忧。尤其是在"大而美"法案引发广泛争议的背景下，投资者开始重新评估政府减税政策与债务风险之间的 平衡，导致市场避险情绪升温。 此外，特斯拉股价的暴跌也反映出市场对马斯克个人行为的敏感性。作为特斯拉的灵魂人物，马斯克的言行直接影响公司形象与投资者信心，而此次与特 朗普的争执无疑加剧了这种不确定性。 值得注意的是，这并非马斯克与特朗普首次公开交恶。上月初，两人关系因政策分歧首次破裂，当时特斯拉股价也曾一度暴跌。不过，随后双方紧张关系 有所缓和，特斯拉股价随即大幅反弹。 然而，此次争执的激烈程度远超以往。马斯克不仅直接抨击特朗普的核心政策，还以成立新政党相威胁，而特朗普的回应则充满人身攻击色彩，甚至涉及 马斯克的个人背景与商业利益。这种"撕破脸"式的对抗，使得市场对 ...

Group 1 - The scale of US national debt has surged to $36 trillion, which is nearly 1.5 times the US GDP, indicating a significant increase in interest payment pressure and raising global concerns about the stability of US debt [3] - The persistent growth of national debt reflects a long-term and severe fiscal deficit, with the US government relying on continuous issuance of national debt to maintain operations amid slow economic recovery and weak tax revenue [3] - Historical precedents suggest that excessive expansion of national debt often leads to increased default risk, which can trigger market panic, as seen before the 2008 financial crisis [3] Group 2 - Trump's planned visit to China is influenced by multiple complex factors, including the upcoming midterm elections in the US, where he aims to showcase leadership in diplomacy and economics to gain voter support [3] - The American business community has a strong demand to expand into the Chinese market, as China represents a significant consumer market and a complete industrial chain, which is crucial for the global competitiveness and profitability of US companies [5] - If Trump can facilitate more US-China business cooperation, it could provide a boost to the US economy and solidify his support base in the business sector [5] Group 3 - Elon Musk's participation in the delegation could enhance communication with the Chinese government and businesses, promoting Tesla's operations in China, including capacity expansion and sales network development [5] - Musk's SpaceX is noted for its innovations in the aerospace sector, and there exists potential for collaboration between the US and China in space technology and exploration [5] - For China, this visit represents an opportunity to showcase its openness and seek win-win cooperation with the US while clarifying its stance on core national interests [7] Group 4 - The stability and development of US-China relations are crucial for global economic recovery and international order stability, and positive outcomes from Trump's visit could instill confidence in global markets [7] - Strengthening cooperation in areas such as climate change and green technology development between the two nations could contribute significantly to global climate governance [7]

Core Viewpoint - Musk has criticized the "big and beautiful" tax and spending bill promoted by President Trump, suggesting that lawmakers supporting it should feel ashamed, and warned that if the bill passes, a "Party of America" will be formed [1] Group 1 - Musk's criticism of the "big and beautiful" bill has been reiterated multiple times [1] - Trump's comments indicate that Musk's dissatisfaction stems from the bill's proposal to eliminate tax credits for electric vehicle consumers, which directly impacts Tesla's interests as Musk is the CEO [1]

马斯克近日多次批评"大而美"法案。特朗普6月29日在接受福克斯新闻频道采访时暗示，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。 据央视新闻，马斯克近日再次猛批总统特朗普力推的"大而美"税收与支出法案，他连发数十条 帖文，称那些支持该法案的议员应该感到羞愧，并表示 如果法案通过，第二天就会成立"美国 党"。 ...

北京时间7月1日晚，美股三大指数低开，截至发稿，道指微涨，纳指、标普微跌。 | 道琼斯 | 纳斯达克 | 标普500 | | --- | --- | --- | | 44367.30 | 20277.16 | 6198.72 | | +272.53 +0.62% | -92.57 -0.45% | -6.23 -0.10% | | 中国金龙指数 | 纳指100期货 | 标普500期货 | | 7351.43 | 22840.50 | 6252.00 | | +11.95 +0.16% | -52.75 -0.23% | -1.75 -0.03% | 鲍威尔回应7月降息 鲍威尔重申，关税影响预计将在未来几个月的通胀数据中显现，但他也承认不确定因素依然存在。"我 们预期夏季期间将出现更高的通胀水平。当前明智的做法是等待并获取更多信息。" 但鲍威尔补充道，"关税影响有可能高于或低于预期，到来的时间可能早于或晚于预期"，政策制定者对 这些有心理准备。 鲍威尔表示，绝大多数美联储委员预计今年晚些时候会降息。 当被问及7月降息是否为时过早时，鲍威尔表示："我真的不能说。这将取决于数据，我们将逐次会议进 行讨论。" 鲍威尔 ...

Group 1 - The departure of Omid Afshar, Tesla's Senior Vice President responsible for North America and Europe sales and manufacturing, has led CEO Elon Musk to take over sales oversight in Europe and the U.S. while Asia operations are managed by Vice President Zhu Xiaotong [1][3] - Tesla is facing declining sales in most major markets, with Europe being the weakest market. In April, new registrations of Tesla vehicles in the UK dropped to 512, a 62% year-on-year decrease, while overall sales in Europe fell nearly 30% in May despite a 30% growth in the overall electric vehicle market [3][4] - Zhu Xiaotong, who joined Tesla in April 2014, has been promoted to oversee global manufacturing and reports directly to Musk. He previously led the construction and operation of Tesla's Shanghai factory [4] Group 2 - It remains unclear whether the management changes are permanent, and future responsibilities may change. Tesla is expected to announce its second-quarter delivery data soon, with analysts predicting a 19% year-on-year decline in electric vehicle deliveries to 360,000 units [5]

Group 1 - Tesla's stock opened down 6.6% on July 1, closing at $296.7 per share, with a trading volume of $4.606 billion and a total market capitalization of $95.5658 billion [1] - As of March 31, 2025, Tesla reported total revenue of $19.335 billion, a year-over-year decrease of 9.23%, and a net profit attributable to shareholders of $409 million, down 70.58% year-over-year [1] - On June 30, Tesla received a reaffirmed Buy rating from Canaccord Genuity, with a target price raised to $303 [1] Group 2 - Tesla is planning to launch electric vehicles to cater to a wide consumer and commercial vehicle market, including models such as Model 3, Model Y, Model S, Model X, Cybertruck, Tesla Semi, and a new Tesla Roadster [2] - The electric vehicles feature advancements in power systems, autonomous driving, and Full Self-Driving (FSD) hardware, offering advantages in range, charging flexibility, acceleration, handling, safety, and user-friendly infotainment features [2] - Tesla's vehicles can enable additional features through wireless updates, contributing to savings in charging, maintenance, and overall ownership costs [2]

美股三大指数集体低开， 道指跌0.17%， 纳指跌0.39%， 标普500指数跌0.27%。 特斯拉跌超6%，此前 特朗普批评称特斯拉依赖美国补贴，并称可能提前结束电动汽车的税收补贴。 AMC院线跌超6%。 ...