德意志银行：将美光科技(MU.O)公司目标价从550美元上调至1000美元。

- President Donald Trump rejected Iran’s counteroffer to the U.S. peace proposal yesterday, calling Tehran’s response “TOTALLY UNACCEPTABLE” in a Truth Social post. - Israeli Prime Minister Benjamin Netanyahu told CBS in a taped interview aired last night that the war was “not over,” saying there’s “still nuclear material, enriched uranium that has to be taken out of Iran.” - The S&P 500 and Nasdaq Composite finished last week at record highs, both posting their longest weekly winning streaks since 2024. - Alphabet’s stock has climbed more than 160% in the last 12 months, making it the best performing trillion-dollar U.S. tech company in that period.

1. 中国汽车工业协会：网传“新能源车企因锁电问题被约谈、立案”为不实信息。 2. 比亚迪、特斯拉、小鹏、理想等车企否认被约谈。 3. 乘联分会：4月全国乘用车新能源市场零售88.3万辆，同比去年同期下降5%。 4. 崔东树：汽车产业形成 “零部件深耕欧美、整车辐射全球”，的交叉互补格局。 5. 今年前4个月我国电动汽车出口增长68.1%，工业机器人出口增长30%。 6. 特斯拉召回173辆Cybertruck。 7. 蔚来丝绸之路河西走廊段换电路线贯通。 8. 保时捷关闭三个非核心业务部门，裁员逾500人。 9. 比亚迪与神州租车签署10万台采购框架协议。 10. 蔚来发布4月智能辅助驾驶出行报告，辅助驾驶使用总里程超过1.7亿公里。