🗯️Trump and Musk Clash Over the Big and Beautiful Act

- Market Overview and Policy Conflict -
The U.S. Senate narrowly passed Trump-led "Big and Beautiful Act" with a vote of 51:50

What is the Big and Beautiful Act?
The formal name of the "Big and Beautiful Act" is the "One Big Beautiful Bill Act," a massive tax and spending bill strongly pushed by U.S. President Trump.

Core provisions include $4.5 trillion in tax cuts, elimination of new energy subsidies, and raising the debt ceiling to $5 trillion.
Musk described the bill as crazy spending and strongly opposed the widening fiscal deficit. Trump responded by threatening to reevaluate Musk's immigration status and federal contracts.

- Market Impact and Trading Opportunities -
Adjustments to the debt ceiling may trigger changes in dollar liquidity, focus on the correlation between cryptocurrencies and precious metals.
The elimination of new energy subsidies directly affects the stock prices of car companies like Tesla, presenting volatility trading opportunities.
Increased defense spending benefits the military-industrial chain, including companies like Raytheon and Lockheed Martin.
Musk mentioned that forming a new political party could reshape the valuation logic of tech stocks.

- Investment Risk Warning -
The bill still needs approval from the House of Representatives, and policy uncertainty remains high.
The confrontation between tech giants and political representatives may extend to other areas, and debt growth could bring long-term inflationary pressure.
It is recommended to pay attention to the further evolution of the game between the two sides and changes in market sentiment.