#韩国加密政策 Corporate and Institutional Trends

1. Musk and Trump Intensify Conflict

Trump claims Musk has "lost his mind" and threatens to terminate his government subsidies; Musk retorts, "He can't win the election without me." The conflict stems from the repeal of the electric vehicle mandate in the tax reform bill, causing Tesla's stock to plummet 14% in a single day before rebounding slightly by 5.4%.

2. Traditional Giants Accelerate Entry

JPMorgan increased its stake in Meituan to 5.32%, optimistic about improving liquidity in Hong Kong stocks; HKEX data shows that the average daily trading volume in the first five months of 2025 increased by 120% year-on-year.

Honor is recruiting talent for robot research and development, positioning itself in embodied intelligence large models; Huawei and Xpeng jointly released AR-HUD technology, with Hongmeng Smart Travel's weekly sales exceeding 12,000 units.