A-share brokerage stocks fluctuated and strengthened, with Shougang Securities rising by more than 5%, and Guojin Securities, China Galaxy Securities, Pacific Securities, Southwest Securities, GF Securities and other stocks following suit.

1. USGS: Appalachian lithium reserves are sufficient to supply 130 million electric vehicles. 2. BYD: Due to soaring storage hardware costs, the price of the optional "Eye of the Gods B" laser-assisted driving system on some models will increase from 9,900 yuan to 12,000 yuan. 3. Geely Automobile: First-quarter profit attributable to owners of the parent company was 4.17 billion yuan, a year-on-year decrease of 27%. 4. Institution: Global solid-state battery funding will exceed $1.3 billion from 2025 to Q1 2026. 5. Accelerating the adoption of high-performance RISC-V chips in vehicles, Dongfeng, Great Wall, GAC, FAW, BYD, and others have launched a special committee. 6. BYD Executive Vice President Li Ke: Has met with the CEO of F1 and is in talks to enter F1 racing. 7. IDC report: Alibaba Cloud holds a 42% market share in China's automotive public cloud market. 8. Tesla China models receive the 2026.8.3.6 system update: optimized braking smoothness and removed annoying navigation destination suggestions. 9. Unisoc and Unity China jointly released a cockpit-driver integrated solution, built on the A7870 and A8880 chip platforms. 10. Mercedes-Benz's Q1 profit fell 17%, with global production capacity cut by over 10% to cope with cost pressures. 11. Li Auto officially entered the UAE/Saudi Arabia market, simultaneously launching its Asia-Pacific regional expansion.

1. Trump claims Iran wants the Strait of Hormuz open soon – On the 28th, Trump wrote on social media: “Iran just told us they are in a state of collapse. They want us to open the Strait of Hormuz as soon as possible.” 2. Plans long-term blockade of Iran – According to the Wall Street Journal, US officials said Trump has instructed aides to prepare for a long-term blockade of Iran, a move aimed at crippling Iranian revenue and forcing concessions on the nuclear issue. 3. Warning Iran with a picture and caption: No more “Mr. Nice Guy” —Trump posted on social media, “Iran can’t agree. They don’t know how to sign a nuclear-free agreement. They better get smart!” Trump also included a photo of himself with the caption, “No more ‘Mr. Nice Guy’.” 4. Approval rating drops to a new low for his term – A recent Reuters/Ipsos poll shows Trump’s approval rating has fallen to a new low for his term, with only 34% of Americans approving of his performance, down from 36% in mid-April and 47% at the beginning of his term. 5. Meeting with Oil and Gas Industry Executives —According to Axios, Trump met with oil and gas company executives at the White House on Tuesday to discuss the impact of the Iran war on energy. Chevron CEO Voss, White House Chief of Staff Wiles, Treasury Secretary Bessenter, Special Envoy Witkov, and advisor Kushner were reportedly present. 6. Sparring with Merz: He Has No Idea What He's Talking About —Merz claimed the US was being “humiliated” by the Iranian leadership. Trump responded, “German Chancellor Merz thinks it’s okay for Iran to have nuclear weapons. He has no idea what he’s talking about!” Trump added, “No wonder Germany’s economy and other things are so bad.” 7. Portrait to Appear in US Passports—The US State Department announced on the 28th that it will issue limited-edition passports featuring President Trump’s portrait as part of the 250th anniversary celebrations of the founding of the United States. 8. Jokingly Says He'll Discuss Moving into Buckingham Palace with the King —According to the Daily Mail, research shows Trump and King Charles of the United Kingdom are fifteenth-generation relatives, sharing a common ancestor, the 3rd Earl of Lennox. Trump responded, "Wow, that's fantastic. I've always wanted to live in Buckingham Palace!!! I'll discuss this with the King and Queen in a few minutes!!!" 9. Nominates Bessant's Former Aide for Key Treasury Position —Trump has nominated G. Hunter McMaster II to be the Assistant Secretary of the Treasury for Financial Markets. He previously served as head of trading at Key Square Group, a macro hedge fund founded by current Treasury Secretary Bessant. 10. Will Meet with Artemis II Mission Team—According to CNN, Trump will meet with the Artemis II mission team in the Oval Office at 2 p.m. on April 29 (2 a.m. Beijing time the following day).