Australia Q1 seasonally adjusted business inventories -0.3% YoY (prev 0.0%).

China A-share indices rebounded from early lows; Shanghai Composite briefly fell 0.6% before recovering. At midday the Shanghai Composite was down 0.04%, the Shenzhen Composite up 0.96% and ChiNext up 2.15%. Electronic components stocks rallied: Shengye Electric hit limit-up, Dali Kaipu and Zhongjing Electronics also reached daily limits; Fenghua Hi-Tech, Dongshan Precision, Pengding Holdings, Baoding Technology and Huidian were among top gainers. The CPO sector, after an initial drop, quickly rallied with Hengtong Optical-Electric and Yihua shares at limit-up and Alaide, Yuanjie Technology and Guangku Technology rising over 10%. AIPC names opened higher and extended gains: Leishen Technology surged over 20%, Yingli shares rose more than 10%, Chunqiu Electronics hit limit-up, while Huiwei Intelligent, Xinhai Technology and iSoftStone were strong performers.

1. 韩国数据：中国车在韩市场首超日系。 2. ANFAC：西班牙5月特斯拉新车注册量同比增长112.8%，达到1,690辆。 3. 法国销量突破5446辆，特斯拉创历史最佳5月。 4. ACAP：葡萄牙5月特斯拉新车上牌量同比增加348.8%。 5. 特斯拉新专利解决“头顶烤箱”痛点：定点抽取天幕区域高温空气。 6. 优步联手英伟达布局欧洲自动驾驶出租车。 7. UAW在通用汽车关键卡车供应商工厂举行罢工。 8. FedEx Freight首席执行官：自动驾驶卡车已准备好全面投用。 9. 道通科技与ChargeLab达成战略合作，共同拓展加拿大电动汽车充电市场。 10. 英伟达推出Alpamayo 2 Super开源推理模型，助力 L4 自动驾驶研发。