Israel's energy minister said he is seeking participation from domestic and foreign companies in a natural gas tender.

1. 三部门：调整节能汽车、新能源汽车车船税优惠政策。 2. 三部门：纯电动乘用车、燃料电池乘用车不属于车船税的征税范围，不征收车船税。 3. 国务院：开展新能源汽车、绿色智能家电、绿色建材下乡活动。 4. 何小鹏：中国智驾领先全球，L2级辅助驾驶将加速出海。 5. 特斯拉限制员工AI使用开销，美国多家科技企业收紧AI支出。 6. 乘联分会：6月1-30日，全国乘用车市场零售165.1万辆，同比去年同期下降21%。 7. 乘联分会：6月1-30日，全国乘用车市场新能源车零售103.7万辆，同比去年同期下降7%。 8. 大摩：无人驾驶出租车行业迈入早期商业化阶段，万亿美元市场可期。 9. 本田中国6月终端汽车销量32474辆，同比下降44.5%。 10. 零跑汽车正式进入北美市场，登陆墨西哥。 11. 特斯拉Model Y L汽车在美国、波多黎各和阿联酋同步上市。 12. 消息称保时捷暂停中国内地Taycan等选装订单，纯电新车交付现空窗期。

Huatai Securities said robust AI supply-chain demand pushed South Korea's June exports well above expectations and lifted the trade surplus to a record high. Leading indicators show AI-related trade remains in a high-growth phase, implying Korea's export strength could persist and support elevated nominal GDP growth. The Philadelphia Semiconductor Index, which leads Korean semiconductor exports by about four months, remains high YoY, signaling continued chip export momentum. Rising memory prices amid strong AI demand are further supporting nominal export values. Huatai concludes the export surge indicates the global AI supply chain is still on an upward path and that Asian suppliers, including Korea and China, are likely to keep benefiting.