美国总统特朗普：我们不能信任伊朗人。

By the morning close, China's front-month futures were mostly higher: benzene, fuel oil, low-sulfur fuel oil (LU), styrene (EB) and SC crude were up more than 5%; methanol gained nearly 5%; propylene and polypropylene rose over 4%. Lagging were stainless steel (SS), down nearly 2%, and Shanghai silver, lithium carbonate and asphalt, each down about 1%.

BNP Paribas analysts say a Tesla–SpaceX merger is unlikely in the near term, citing heavy cash burn and significant regulatory risk that complicate any deal. They caution merger-driven gains in Tesla investor sentiment may be overstated and maintain an underperform rating with a PT of $280. BNP warns Tesla faces challenging KPIs over the next two years in its robo-taxi and Optimus businesses, which would pose downside risk to the core business until any SpaceX tie-up materializes.