Core Viewpoint - The Senate Republicans plan to terminate the electric vehicle tax credit by the end of September [1] Group 1 - The Senate Budget Committee has indicated the timeline for the termination of the electric vehicle tax credit [1]

Group 1 - The "2025 China Enterprises Going Global Summit" was held in Shenzhen, focusing on building a high-end platform for Chinese companies to tackle challenges in global expansion and explore win-win transformation paths [1] - The summit was co-hosted by the Phoenix Network and the Global Council for Chinese Enterprises Going Global, emphasizing the theme "For an Open World" [1] Group 2 - The Consul General of the Republic of Indonesia in Guangzhou, Binda, invited Chinese entrepreneurs to collaborate on building a world-class electric vehicle industry chain and investing in a green smart capital [3] - Binda revealed details of a $6 billion electric vehicle battery industry project under construction as part of China-Indonesia cooperation [3] Group 3 - Indonesia has established several electric vehicle battery industry projects, including mining, smelting, battery material production, and recycling facilities, with a total estimated investment of $6 billion (approximately 96 trillion Indonesian Rupiah) [4] - The Indonesian government offers incentives and policies to support electric vehicle development, including infrastructure for public charging stations [4] - Indonesia possesses significant nickel resources, with a total resource amount of 17 billion tons and reserves of 5 billion tons, ranking first in the world [4] Group 4 - Indonesia is constructing a new capital, Nusantara, aimed at being a smart, sustainable city powered entirely by green energy [5] - The Consul General invited participation in the development of Nusantara, focusing on collaboration in transportation, infrastructure, technology, and energy [5]

【导读】纳指、标普500指数创历史新高！ 美东时间6月27日周五，美股收涨，纳指与标普500指数均创历史新高。美国5月消费支出创年初以来最大降幅。 欧洲销量五连跌，马斯克解雇北美及欧洲业务负责人。 黄金连续第二周走低，现货黄金本周跌约2.8%。油价本周重挫约13%。 纳指、标普500指数创历史新高 截至收盘，道指涨1%，报43819.27点，标普500指数涨0.52%，报6173.07点，纳指涨0.52%，报20273.46点。其中，标普500指数、纳指均创历史新高。 本周，道指涨3.82%，标普500指数涨3.44%，纳指涨4.25%。 大型科技股多数上涨，谷歌、亚马逊涨逾2%，英伟达涨超1%，脸书涨逾1%，苹果涨0.04%，微软跌0.3%，特斯拉跌0.61%。 | TAMAMA科技指数 | 17389.79 | 1.07% | | --- | --- | --- | | 8884057 | | | | 苹果(APPLE) | 201.080 | 0.04% | | US AAPL | 201.180 | 0.05% 盘后 | | 谷歌(ALPHABET)-A | 178.530 | 2.88% | | U ...

【导读】纳指、标普500指数创历史新高！ 美东时间 6 月 27 日周五，美股收涨，纳指与标普 500 指数均创历史新高。美国 5 月消费 支出创年初以来最大降幅。 欧洲销量五连跌，马斯克解雇北美及欧洲业务负责人。 黄金连续第二周走低，现货黄金本周跌约 2.8% 。油价本周重挫约 13% 。 纳指、标普 500 指数创历史新高 截至收盘，道指涨 1% ，报 43819.27 点，标普 500 指数涨 0.52% ，报 6173.07 点，纳 指涨 0.52% ，报 20273.46 点。其中，标普 500 指数、纳指均创历史新高。 本周，道指涨 3.82% ，标普 500 指数涨 3.44% ，纳指涨 4.25% 。 瑞银将标普 500 指数年底目标价从 6000 点调升至 6200 点，主要由于认为贸易不确定性将 减弱，并预计经济复苏将合理推动大型股公司表现。瑞银财富管理将标普 500 指数 2025 年 底目标从 6000 点上调至 6200 点，并将 2026 年年中目标从 6400 点提高至 6500 点。 据央视新闻，当地时间 6 月 27 日，美国总统特朗普在社交媒体平台上发文表示，美国刚刚 获悉 ...

Core Insights - Xiaomi Group launched its first SUV, the Xiaomi YU7, which is being touted as a "redefinition of smart electric SUVs" and is seen as a significant competitor to Tesla in the Chinese market [1][2][4] Sales Performance - The Xiaomi YU7 received over 200,000 pre-orders within 3 minutes of its launch, surpassing 289,000 orders in 1 hour, and reaching 240,000 orders within 18 hours [2] - The starting price of the YU7 is 253,500 yuan, which is nearly 4% lower than Tesla's Model Y, positioning it as a direct competitor in the largest automotive market globally [2] Competitive Landscape - Xiaomi's founder, Lei Jun, expressed confidence in challenging Tesla's Model Y, which has been a top seller globally for several years [4] - The YU7 is expected to help Xiaomi's automotive business achieve profitability in the second half of the year, making it one of the fastest brands to reach this milestone in the automotive sector [4][6] Market Impact - The introduction of the YU7 is seen as a significant shift in the Chinese automotive industry, with Xiaomi's vehicles being recognized as strong competitors against established brands like Tesla, Ford, and General Motors [9][10] - Xiaomi's SU7 and YU7 models have already surpassed Tesla's Model 3 and Model Y in sales in China, indicating a growing market presence [6][10] Technological Advancements - The YU7 has set a world record for electric vehicle endurance, driving 3,944 kilometers in 24 hours, surpassing competitors like Mercedes and Porsche [12] - The vehicle's range exceeds that of Tesla's Model Y Long Range version, and it features advanced AI capabilities, such as gesture control for music [14] Future Commitments - Xiaomi plans to invest 200 billion yuan in core technology over the next five years to ensure continued innovation and competitiveness in the automotive sector [17]

Core Viewpoint - Faraday Future (FF) is experiencing a potential new opportunity with the signing of a deposit agreement for 500 units of its MPV product FX Super One, bringing the total To B pre-orders to 4,000 units, despite its history of challenges and financial difficulties [2][3][4]. Group 1: Company Developments - FF has signed a deposit agreement with Telling Inc. for 500 units of FX Super One, marking the third MCN B2B co-creation partner [2]. - The company has also received a deposit for 1,000 units from Pinnacle, a major real estate brokerage in California [2]. - Since its founding in 2014, FF has faced significant ups and downs, with initial excitement around its concept car FFZERO1 and the subsequent launch of the FF91, but has struggled with funding and production delays [3][4]. Group 2: Financial Implications - The 4,000 pre-orders could provide substantial future revenue, alleviating financial pressure and supporting production, research, and operations [6]. - However, FF's ongoing financial struggles mean that fulfilling these orders will require significant upfront investment in materials and components, which could strain its already tight cash flow [6][7]. Group 3: Market Competition - The electric vehicle market is highly competitive, with established automakers and new entrants launching innovative products, making it challenging for FF to stand out [7]. - FF's FX Super One faces competition from well-established MPV models like the Toyota Sienna, which have proven quality and market presence [7]. Group 4: Operational Challenges - FF's production and delivery capabilities are currently seen as a weakness, with potential issues in production processes, supply chain stability, and quality control posing risks to meeting delivery timelines [7][8]. - Experts suggest that FF must enhance its production technology and supply chain management to ensure reliable delivery of high-quality vehicles [8][9]. Group 5: Future Outlook - Industry experts believe that while FF faces significant challenges, the new pre-orders present a chance for recovery if the company can effectively address its financial and operational issues [9][10]. - There is a consensus that FF needs to diversify its funding sources and improve brand recognition to attract more customers and partners [8][9].

Core Viewpoint - Tesla is undergoing significant leadership changes to address declining sales and market presence, particularly in Europe, as CEO Elon Musk seeks to revitalize the company's performance [1][2]. Group 1: Leadership Changes - Elon Musk has dismissed the head of North American and European operations, Omead Afshar, due to poor sales performance in Europe [1]. - This marks the second high-level executive change within the month, indicating Musk's aggressive restructuring efforts to boost global sales [1]. Group 2: Sales Performance - Tesla's electric vehicle sales in Europe have dropped significantly, with a 28% decrease in May compared to the previous year, despite an overall increase in demand for electric vehicles in Europe [1]. - The number of new Tesla registrations in Europe fell to 8,729 units in May, representing a 40.5% year-over-year decline, reducing its market share from 1.6% to 0.9% [2]. - Year-to-date, Tesla's market share in Europe has hovered around 1%, down from approximately 2% a year ago [2]. Group 3: Analyst Expectations - Analysts expect Tesla's global deliveries for Q2 to be around 393,000 units, reflecting an 11% year-over-year decline but a 17% increase from the previous quarter [2]. - Baird has revised its Q2 delivery forecast down to 377,000 units, citing weak third-party data and production adjustments as contributing factors [3]. - UBS has maintained a "sell" rating on Tesla, projecting Q2 global deliveries at 366,000 units, which is 10% lower than market expectations [4].

Group 1: Fund Performance and Market Trends - Over 180 active equity funds have reached new net asset value highs as of June 25, with more than half having been established for over a year, some close to 14 years [1] - The new fund issuance market has seen significant activity, with over 100 billion yuan in new fund issuance in June alone, marking a record monthly high for the year [1] - Commercial banks have significantly increased the issuance of perpetual bonds, with over 600 billion yuan issued in the second quarter, a 260.82% increase compared to the previous quarter [1] Group 2: Corporate Developments and Challenges - Mercedes-Benz is facing a crisis in its smart technology transition, with widespread failures in vehicle navigation and CarPlay functions reported, leading to a recall of 16,100 vehicles due to safety concerns [2] - The company plans to invest over 14 billion yuan in R&D to address these issues, but delays in developing its proprietary operating system and slow collaboration with local tech firms have raised concerns [2] - Alibaba has seen a significant leadership change, with nine partners, including Zhang Yong, exiting the partnership, as the company emphasizes a shift towards AI-driven innovation [4] Group 3: Legal and Financial Matters - Li Bao Insurance has faced a surge in legal challenges, with five new cases set for trial in July, bringing the total to 78 cases since 2025 [4] - The court upheld a ruling against Smartisan Technology, requiring the company to repay a loan of 15 million yuan with interest, following a dispute with investor Zheng Gang [6][7] Group 4: Market Movements and Economic Indicators - The U.S. stock market saw all three major indices close higher, with the Nasdaq rising by 0.97% and the S&P 500 nearing historical highs, driven by strong performance in tech stocks [8] - Economic data from the U.S. has bolstered expectations for at least two interest rate cuts by the Federal Reserve this year, leading to a decline in U.S. Treasury yields and a drop in the dollar index [8]

小米发布会火爆！小米昨晚发布了汽车、手机、AI穿戴、平板等多领域新品。其中，小米YU7标起售价25.35万元，3分钟大定突破20万台。小米SU7 Ultra 纽北限量版定价81.49万元，车型永久限量100台，2025版限量10台；新一代小折叠MIX Flip2 起售价5999元，小米AI眼镜起售价1999元。 雷军称，小米YU7拿到这么多订单很激动远超想象，要全力扩产加快交付；流量时代要谨言慎行，不再是新手要高标准严要求；小米把能力建设放首位， 要改变心态把自己当作重点车企看待；坚决执行反内卷、坚决不打价格战。 美国白宫最新表示，特朗普政府可能推迟这个7月9日"对等关税"90天截止期。白宫新闻秘书称，7月9日谈判截止期"不重要"、可能推迟。此外，特朗普近 期不会就下任美联储主席人选做出决定。 美股方面，纳指涨0.97%，道指涨0.94%，标普500指数涨0.8%。纳指、标普500指数均创历史收盘次高。大型科技股多数上涨，奈飞、亚马逊、Meta涨超 2%，苹果、特斯拉小幅下跌。自动驾驶技术公司Cyngn股价暴涨171%。 热门中概股涨跌不一，纳斯达克中国金龙指数跌0.29%。小米集团ADR大涨近10%，小米Y ...

大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 本 栏目由虎嗅出品。 热点追踪 【特朗普：伊朗袭击美军基地经过我批准】 据央视新闻，当地时间6月25日，在荷兰海牙出席北约峰会期间，美国总统特朗普称，伊朗在向美国在卡塔尔 的军事基地发动导弹袭击前，提前向美方发出了警告，并经过他本人批准。特朗普称赞伊朗此举"非常友好"。 按特朗普的说法，伊朗方面在袭击美军基地之前，与美方先沟通了打击计划，甚至和美方商量具体袭击时间。 "他们说，'我们要发射导弹，1点钟可以吗？'我说没问题。基地里所有人都撤离了。"特朗普称，得知消息的 美军提前疏散了基地人员，避免了伤亡，伊朗发射的导弹被全数拦截。 在谈及伊以冲突和停火时，特朗普作出矛盾表态。他表示，自己"非常确信"以色列与伊朗之间的军事冲突已经 结束。但他还说，以色列和伊朗之间的冲突可能再次爆发，也许很快。特朗普说不认为伊朗会重新进行核计 划。 【"特马"决裂之后，贝索斯据悉趁机拉近与特朗普的关系】 据财联社，随着美国总统特朗普与世界首富马斯克决裂，一位潜在的赢家正在付出水面，那就是亚马逊创始人 贝索斯。 据网传截图，在外卖群中，有人发布信 ...