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: 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]

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 ...

马斯克怒发数十条帖文 据新华国际报道，美国企业家埃隆·马斯克当地时间6月30日再次猛批总统特朗普力推的"大而 美"税收和支出法案，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"。 特朗普马斯克再次互放狠话！ 据央视新闻报道，上个月初，特朗普与曾担任其政府效率部负责人的马斯克关系公开破裂，双 方一度通过公开发声和社媒发帖互怼。特朗普当时就曾威胁要取消马斯克旗下企业的政府合 同。但之后，双方关系出现缓和迹象。可近来，随着"大而美"法案在美国国会参议院"闯关"， 马斯克再次接连发帖抨击这一法案。 马斯克还置顶了一条帖文，威胁将支持法案的议员头像做成讽刺海报并在明年的中期选举党内 初选阶段传播。配图上是匹诺曹的形象，还有显眼的四个英文字母：LIAR（撒谎者）。 马斯克还用侮辱性词汇形容共和、民主两党，称"大而美"法案将创纪录地把债务上限推高5万 亿美元。 "是时候成立一个真正关心人民的新政党了" 。 特朗普回应马斯克抨击"大而美"法案：你拿的补贴比谁都多 据央视新闻报道，美国东部时间7月1日凌晨，特朗普在其社交平台"真实社交"上发帖，回应美 国企业家马斯克对其力 ...

特朗普痛批马斯克拿太多政府补贴：没钱早就得回老家 "马斯克拿到的补贴比任何人都多" 当地时间7月1日，特朗普在社交媒体平台上发文称，"早在强烈支持我竞选总统之前，埃隆·马斯克就知 道我强烈反对'电动汽车强制令'。这太荒谬了，这一直是我竞选活动的主要内容。电动汽车很好，但没 必要强迫每个人都拥有一辆。" 特朗普表示，马斯克获得的补贴"可能比历史上任何一个人都多"，"如果没有补贴，埃隆可能不得不关 门大吉，回到南非老家。不再发射火箭、生产卫星或电动汽车，我们的国家将节省一大笔钱。也许我们 应该让政府效率部(DOGE)好好查查？这能省下一大笔钱！" 图片来源：特朗普社交媒体截图 近日，马斯克在社交媒体上频繁发文抨击"大而美"法案，称其"疯狂且有破坏性""给夕阳产业提供施 舍，却严重损害未来产业"。他还表示，如果法案通过，他将立即成立新政党"美国党"。 中新网7月1日电(张乃月)近期，美国总统特朗普与企业家马斯克争执再起。马斯克抨击特朗普力推 的"大而美"可能给国家利益造成巨大损害；特朗普则指责马斯克过度受益于政府补贴。 "大而美"法案遭遇马拉松式投票 二人争论之际，美国国会参议院正对"大而美"法案进行"马拉松式的" ...

彻底闹翻的节奏！ 当地时间7月1日，特朗普在社交平台"真实社交"上炮轰马斯克，称后者获得的补贴可能比历史上任何人都多， 如果没有补贴，他可能得关门大吉，"返回南非老家"了。 马斯克还在文中批评共和党，称那些支持该法案的议员应该感到羞愧。他表示，是时候建立一个真正关心美国 人民的新政党了。此前，马斯克已多次批评特朗普力推的税改法案，并多次发声表示美国需要组建新政党。马 斯克在多个帖子中说，美国的民主党和共和党"假装是两个政党，但事实上只是一个'单一党'。美国需要有替 代选择"。 当地时间6月30日，美国国会参议院开始对特朗普力推的"大而美"税收与支出法案进行关键投票。"大而美"法 案包含多项条款，涉及大幅度削减税率、新能源补贴，以及增加军费支出等内容。该法案引起了两党广泛的争 议。 特朗普突然发飙 今天，特朗普在其社交媒体上表示："马斯克在大力支持我竞选总统之前很久就知道，我一直强烈反对电动汽 车强制政策。这一政策荒谬可笑，而且一直是我竞选活动的重要议题。电动汽车本身没问题，但不应强迫所有 人都拥有一辆。马斯克获得的补贴可能比历史上任何人都多，而且如果没有补贴，他可能就得关门大吉，返回 南非老家了。那样就不会再 ...