美国5月产能利用率 76.2%，预期76.20%，前值76.10%。

CIC Zhaoshi Consulting's Autonomous Driving Blue Book — Urban NOA says China's NEV penetration reached 54% in 2025 and Momenta held a 65% share of the third‑party urban NOA supplier market from March 2025–February 2026. The report projects urban NOA solution penetration to rise from 11% in 2025 to 62% by 2030, citing higher NEV adoption, accelerated deployment of end‑to‑end stacks and world models, and OEMs equipping more models with high‑level driver‑assist as standard. It forecasts penetration by vehicle price band to jump over five years: CNY100k–200k from 3.8% to 62.7%, CNY200k–400k from 27.2% to 97.0%, and >CNY400k from 29.6% to 89.8% by 2030.

【期货热点追踪】地缘利好推升金银，霍尔木兹海峡能否如约“解封”？金价反弹趋势能否持续？