HASSETT: TRUMP, XI HAVE A STRONG WORKING RELATIONSHIP

【品种交易逻辑】伊朗与美国舰船在霍尔木兹附近持续发生冲突，油价震荡回升；碳酸锂突破20万关口后有所回落，是长期顶部还是短期调整？沪铜、沪锡、尿素、热卷等热门品种需要关注的重点有哪些？点击阅读文章。

Morgan Stanley analysts said China is positioned to extend its manufacturing dominance through humanoid robots and automation, drawing parallels with its earlier rise in electric vehicles. The report projected China’s global export share could rise from about 15% to 16.5% by 2030, supported by state-backed investment and rapid industrial scaling. It forecast annual humanoid robot sales could exceed 28,000 units this year, noting China already accounts for roughly 54% of global industrial robot installations in 2024, while also warning that intense domestic competition could weigh on pricing power.