此后，马斯克深度参与特朗普竞选活动。当年8月，马斯克在其社交平台专访特朗普，提出"政府效率委员会"构想。10月，他驻扎宾夕法尼亚州为特朗普 竞选拉票，并在摇摆州举办百万美元的选民抽奖活动。目睹马斯克的贡献后，特朗普在11月的胜选演讲中感谢了马斯克，宣称"明星诞生了"。 特朗普与马斯克之间的矛盾是如何逐渐加深的？ 上周，当美国总统特朗普与科技巨头马斯克庆祝后者在美国政府效率部（DOGE）的工作结束时，白宫还洋溢着表面上的和谐。然而，这场短暂的友好假 象在几天后彻底崩塌。马斯克公开指责特朗普"忘恩负义"，甚至支持弹劾这位他曾倾力支持的总统。 表面上看，这场决裂的导火索是马斯克对特朗普力推的"大美丽法案"（Big Beautiful Bill）的强烈反对。特朗普称，马斯克的不满是因为该法案将取消电 动汽车补贴，但早在去年7月，马斯克就曾在社交平台上发文称："取消补贴。这只会对特斯拉有利。" 事实上，两人的关系早在数月前就已暗流涌动，从特朗普对DOGE改革成效的失望、其他政府高级官员对马斯克的不满，到美国国家航天局（NASA）局 长提名的突然撤销以及白宫抱怨马斯克承诺的上亿美元政治资金迟迟未兑现。两人的裂痕早已悄然扩 ...

"中国将践行真正的多边主义，共同反对单边主义、保护主义，维护以世贸组织为核心的多边贸易体制，共同倡导 平等有序的世界多极化和普惠包容的经济全球化，为世界发展注入更多的稳定性和确定性。"他说。 6月6日，在国新办举行的新闻发布会上，商务部副部长鄢东透露，2024年中国和南亚国家贸易额接近2000亿美 元，十年间实现翻番，年均增长率约6.3%。中国连续多年成为巴基斯坦、孟加拉国等国最大贸易伙伴。近年来， 中巴经济走廊"升级版"建设有序推进，斯里兰卡汉班托塔港、孟加拉国帕亚拉电站、尼泊尔三金考拉水电站等投 资合作项目陆续落地，为区域经济增长注入了强劲动能。此外，中国与南亚国家加快拓展新能源、光伏、电动汽 车、数字技术、跨境电商等新兴领域合作，取得积极进展。中国给予了包括尼泊尔、孟加拉国和阿富汗在内的南 亚最不发达国家100%税目输华产品零关税待遇，帮助南亚国家扩大对华出口和共享中国大市场机遇。 他提出，未来中国将继续支持南亚国家走稳自身发展之路，深化发展融合，积极推动双边经贸水平提质升级。具 体措施包括在巩固农业、能矿、基础设施等传统领域合作的基础上，拓展能源转型、数字经济、低碳发展、智能 制造等前沿领域合作，共同 ...

Group 1 - The conflict between President Trump and Elon Musk escalated, triggered by Trump's large-scale tax and spending bill, leading to discussions about the presidential election and electric vehicle mandates [1][2] - Following the public dispute, Tesla's stock price dropped by 14%, resulting in a market value loss of approximately $150 billion [2] - Musk's companies, SpaceX and Tesla, have received over $38 billion in government contracts, loans, subsidies, and tax credits, with SpaceX receiving a significant portion of this funding [2] Group 2 - Trump threatened to terminate government contracts with Musk's companies, which could potentially save billions from the government budget [2] - Musk criticized Trump's tariff policies, suggesting they could lead to an economic recession in the U.S. in the second half of the year [2] - SpaceX's government funding is estimated to be in the hundreds of billions, with $3.8 billion received in the 2024 fiscal year alone [2]

Group 1 - Elon Musk's public criticism of Donald Trump's tax reform proposal highlights a significant rift between the two, with Musk arguing that the proposal would burden the U.S. with heavy debt [1] - The tax reform, which includes tax cuts, spending cuts, increased defense spending, and more funding to combat illegal immigration, has been a point of contention, particularly regarding its impact on electric vehicle tax credits [1] - Musk's previous support for Trump was seen as a strategic move, but it is now evident that this support did not translate into significant political influence, as demonstrated by the decline in Tesla's electric vehicle sales in the U.S. and Europe [2][4] Group 2 - The influence of celebrity endorsements on political behavior is questioned, with examples showing that fans may not change their voting preferences based on their idols' political stances [2][3] - The MAGA base's low recognition of climate issues suggests that Trump's policies, which aim to cut subsidies for clean energy and electric vehicles, align more closely with his core supporters than with Musk's interests [4] - Musk's misjudgment of his importance to Trump's campaign has led to a situation where he is alienated from both his traditional supporters and the MAGA base, resulting in a precarious position for his public persona [4]

从近期全球资本流动来看，资本流出美国资产流入中国资产的迹象越来越明显。6月6日凌晨美股出现震 荡，而中国资产集体走强，纳斯达克中国金融指数出现回升。今年以来，资金流入A股和港股的迹象越 来越明显，这很大程度上得益于一揽子稳定增长的政策逐步落地，稳定了经济基本盘，加上支持股市、 持续活跃资本市场的政策，提振了投资者的信心。而以人形机器人、人工智能为代表的科技创新板块大 涨，提振了市场信心，也带来了很强的赚钱效应，吸引了场外资金入场。中国资产整体估值上相当于美 股有较大的优势，很多资产价格只有美股的1/3，因此中国资产估值修复的空间很大，这将会带来更多 的投资机会。 坚持价值投资，知易行难。关于中国市场，股神巴菲特提出了两个重要观点：第一，中国市场的估值比 美国低，股票更便宜；第二，中国是一个新兴市场，会有很多人参与股市，股民更加投机。这其实体现 出两层意思。一方面，巴菲特认为中国股票便宜，但中国股市存在很多投机行为，许多投资者喜欢追涨 杀跌、频繁交易，这也使得市场经常偏离基本面，股价波动较大。我们要想做好价值投资，就要减少对 短期股价波动的关注，多关注上市公司的基本面，通过基本面的研究，抓住好行业好公司的机会。 ...

当地时间6月5日，马斯克在社交媒体上针对"大而美"法案连续发出帖文，称"你要么得到一份庞大而丑陋的法案，要么得到一份小而美的法案。小而美才 是出路"。 特朗普则回应称，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。 "你看，我和埃隆的关系曾经很好。我不知道我们以后还会不会这样了，"特朗普在白宫说道，"我对埃隆非常失望。我帮过埃隆很多。" 马斯克改口：不会让"龙"飞船退役。 据央视新闻消息，当地时间5日，马斯克表示，SpaceX不会让"龙"飞船退役。几个小时前，他曾表示，鉴于美国总统特朗普关于取消政府合同的声明， SpaceX将开始退役"龙"飞船。 当地时间6月5日，美国总统特朗普和亿万富翁马斯克之间公开发生"口水战"，两人当天相互攻击的言辞越来越激烈。特朗普称马斯克"疯了"，马斯克称特 朗普"忘恩负义"。特斯拉股价则"中枪"，暴跌超14%，一夜蒸发超1500亿美元（合人民币超10000亿元）市值。 特朗普与马斯克公开发生"口水战" 马斯克又发帖回应说："如果没有我，特朗普就会输掉大选"，"如此忘恩负义"。特朗普对此反击说，没有马斯克他照样可以赢 ...

Group 1 - The public feud between Elon Musk and Donald Trump has escalated significantly, impacting Tesla's stock price and market capitalization [5][10][28] - Tesla's market value has dropped by $150 billion, marking the largest decline since the pandemic in 2020, primarily due to Musk's criticism of a large spending bill that could reduce electric vehicle subsidies [5][28] - The conflict has drawn attention from various political figures and celebrities, indicating a broader interest in the implications of this feud on the political and business landscape [2][4][26] Group 2 - Musk's comments on the spending bill, which he described as "absurd" and "disgusting," suggest that his business interests are at stake, as the bill could significantly cut subsidies for electric vehicles [5][12] - The feud has led to a notable decline in Tesla's stock, with a 14% drop in one day, resulting in a market capitalization of $916 billion, thus exiting the "trillion-dollar club" [28] - The conflict has also affected SpaceX, with Trump threatening to terminate government contracts, which could have significant repercussions for the company [13][27]

Core Viewpoint - The recent public feud between Tesla CEO Elon Musk and former President Donald Trump coincided with a significant drop in Tesla's stock price, raising concerns about the company's future amidst potential policy changes affecting electric vehicle subsidies [2][3]. Group 1: Stock Performance - On June 5, Tesla's stock price fell by 14.26%, closing at $284.7 per share, resulting in a market value loss of over $150 billion [2]. - This decline followed a previous significant drop on March 10, referred to as "Black Monday," indicating a volatile stock performance linked to external events [6]. Group 2: Legislative Impact - The "One Big Beautiful Bill" proposed by the Trump administration aims to cut electric vehicle subsidies, which could severely impact Tesla's profitability [2][3]. - The bill is set to eliminate federal tax credits for electric vehicles by 2027, with specific reductions in tax credits for new and used electric vehicles occurring in 2024 and 2026, respectively [3]. - Analysts from JPMorgan estimate that the removal of the $7,500 tax credit could lead to a $1.2 billion profit loss for Tesla in 2024, representing 19% of its earnings before interest and taxes [4]. Group 3: Sales Challenges - Tesla's global deliveries fell by 13% year-over-year in Q1, totaling 336,700 vehicles, marking the lowest quarterly delivery since Q2 2022 [4]. - In the Chinese market, Tesla's wholesale sales are projected to decline by 15% year-over-year in May 2025, continuing a downward trend for eight consecutive months [4]. - Sales in Europe are also struggling, with significant year-over-year declines reported in key markets: over 45% in the UK, 36.2% in Germany, 67% in France, and 20.32% in Italy [5]. Group 4: Market Sentiment - Tesla's stock price has historically been influenced by the relationship between Musk and Trump, with a notable increase of 14.75% in stock price following Trump's election as the 47th president [5]. - However, the ongoing "Boycott Tesla" movement and political controversies surrounding Musk have led to negative market reactions, contributing to stock price volatility [6].

特朗普和马斯克上周刚刚在椭圆形办公室站在一起，宣告他们持久的友谊，周四晚上却实时地互相讽刺 和辱骂，甚至演变成了互相威胁。 从2024年7月马斯克公开支持特朗普到关系破裂，不到一年的时间，两人就因为一项被大漂亮法案，走 向彻底反目。 据央视报道，北京时间6月5日，美国总统特朗普与"政府效率部"前负责人马斯克开始公开骂战。随着争 吵持续周四整个美盘时段，特斯拉股价暴跌，投资者陷入恐慌。截至收盘，特斯拉股价已下跌14%，创 下3月份以来的最大跌幅，市值蒸发超过1500亿美元。 以下均为北京时间： 6月5日 22:37 马斯克转发了一篇关于特朗普关税法案的"报道"。标题是： 国会警告，未能通过支出法案可能会延缓国家毁灭。 6月5日 23:20 说得真有道理。 6月5日 23:46 马斯克转发了特朗普2012年的一条推文，推文内容： 我非常赞同，'如果美国预算不平衡，任何国会议员都不应连任。' 6月6日 零点时分 正在美国白宫会见德国总理弗里德里希·梅尔茨的特朗普开始回应马斯克的批评。特朗普表示： 马斯克很生气，因为我们撤销电动汽车强制令，你知道，这对电动汽车来说可是一笔巨款。他们 （特斯拉）在电动汽车领域遇到了困难 ...

国会警告，未能通过支出法案可能会延缓国家毁灭。 特朗普和马斯克上周刚刚在椭圆形办公室站在一起，宣告他们持久的友谊，周四晚上却实时地互相讽刺和辱骂。两人最初流露出的悲伤很快演变成了互 相威胁。 从2024年7月马斯克公开支持特朗普到关系破裂，不到一年的时间，两人就因为一项被大漂亮法案，走向彻底反目。 据央视报道，北京时间6月5日，美国总统特朗普与"政府效率部"前负责人马斯克开始公开骂战。随着争吵持续周四整个美盘时段，特斯拉股价暴跌，投 资者陷入恐慌。截至收盘，特斯拉股价已下跌14%，创下3月份以来的最大跌幅。特斯拉市值蒸发超过1500亿美元。 以下均为北京时间： 6月5日 22:37 马斯克转发了一篇关于特朗普关税法案的"报道"。标题是： 马斯克转发了特朗普2012年的一条推文，推文内容： 我非常赞同，'如果美国预算不平衡，任何国会议员都不应连任。' | Elon Musk @ x @elonmusk · 9h | | --- | | I couldn't agree more! | | Donald J. Trump @ @realDonaldTrump . Aug 1, 2012 | | No member ...