德国财政部：六大最强欧盟经济体的财政部长就市场一体化和监管方案达成共同立场。

Ming‑Chi Kuo of TF International says a supply‑chain survey shows Sunny Optical is gaining multiple market‑positive trends: it is leveraging existing optical expertise to enter AI‑server co‑packaged optics (CPO) and silicon‑photonics coupling components; it has secured orders for optical parts for OpenAI devices; and it has two positive Apple developments — it is becoming a new camera‑module (CCM) supplier with expected iPhone CCM orders in 2028, and it won high‑priced variable‑aperture lenses for a 2H26 iPhone model that will account for roughly 50% of the relevant lens mix.

France April household consumption expenditure MoM -0.5% (expected -0.1%); March revised to 0.9% from 0.7%.