美国贸易代表：美国将继续与墨西哥和加拿大开展磋商，以解决该协定的不足之处以及我们与这些国家的贸易逆差问题。

China government bond futures opened lower in the morning session: 2-year (TS) main contract -0.01%, 5-year (TF) main contract -0.04%, 10-year (T) main contract -0.07%, 30-year (TL) main contract -0.25%.

Several distributors confirmed Yageo has notified clients of immediate price increases across its full capacitor range — including tantalum, MLCC, aluminum electrolytic, solid aluminum, film capacitors and supercapacitors — covering roughly 50% of Yageo’s revenue and, for the first time, extending price adjustments to direct customers (EMS/OEM), signalling concurrent spot and contract price moves. Distributor sources said factory list prices rose about 50%, with spot-market increases larger; one source reported high-end capacitor prices have surged up to tenfold within a month. Distributors also reported frequent delivery delays since May across MLCC brands, not limited to Yageo.