---
title: "[Breaking News] The 'Big and Beautiful Act' is nearing approval! Full analysis of bullish and bearish sectors 📊"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/31468849.md"
description: "At 3:00 AM Eastern Time on July 3, the "One Big Beautiful Bill Act" completed a key procedural vote in the House of Representatives and had already passed the Senate on July 1. If the final vote goes smoothly, it will become one of the most market-influential bills in 2025. ✅ Which sectors will significantly benefit? The bullish logic for sectors and their stocks: Energy (traditional oil & gas) — relaxed regulations, termination of some new energy subsidies — XLE, XOM, CVX; Defense — increased military spending by $120 billion..."
datetime: "2025-07-03T16:14:16.000Z"
locales:
  - [en](https://longbridge.com/en/topics/31468849.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/31468849.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/31468849.md)
author: "[基进基出](https://longbridge.com/en/profiles/15022447.md)"
---

# [Breaking News] The 'Big and Beautiful Act' is nearing approval! Full analysis of bullish and bearish sectors 📊

At 3:00 AM EST on July 3, the "One Big Beautiful Bill Act" completed a key procedural vote in the House of Representatives and had already passed the Senate on July 1. If the final vote goes smoothly, it will become one of the most market-influential bills in 2025.

### ✅ Which sectors will benefit significantly?

Sector

Bullish Logic

Representative Stocks

Energy (Traditional Oil & Gas)

Deregulation, termination of some renewable energy subsidies

XLE, XOM, CVX

Defense & Military

Increased military spending by $120 billion, reinvestment in space/cyber warfare

ITA, LMT, RTX

Manufacturing/Industrial

Expanded tax deductions, relaxed environmental approvals

XLI, CAT, DE

Banking & Finance

Maintained low corporate taxes, favorable for capital market expansion

XLF, JPM, GS

### ❌ Which sectors may be impacted negatively?

Sector

Bearish Logic

Representative Stocks

Renewable Energy/EV

Reduced subsidies, restricted incentive policies

ICLN, TSLA, FSLR

Healthcare (Medicare)

Cut Medicaid budgets, increased healthcare pressure

XLV, UNH, CNC

Low-Cost Consumer Retail

Reduced food assistance, affecting low-income consumption

WMT, DG

EdTech

Termination of student relief programs and vocational subsidies

CHGG, TWOU

### 🎯 My View:

This bill represents the Republican Party's typical policy combination of "heavy industry + strong military + reduced welfare." If it becomes law, the market will undergo **sector-level repricing**, especially benefiting **traditional energy, defense, and manufacturing**, making them worth watching for investment opportunities. Meanwhile, be cautious of mid-term correction risks in renewable energy and healthcare sectors.

The final vote is expected to take place later on July 3 EST (early morning on July 4 Beijing time). It is recommended to closely monitor pre-market movements.

📌 Track progress + seize opportunities—remember to like and save! Feel free to share your views or portfolio allocations in the comments~

### Related Stocks

- [CVX.US](https://longbridge.com/en/quote/CVX.US.md)