知情人士透露，经扣除部分价值含量后，美国与加拿大正就美国汽车关税可能从当前的25%下调至15%进行磋商。

SanDisk (SNDK.O) shares rose more than 10%, Micron Technology (MU.O) gained 5.6%, and SK Hynix (SKHY.O) and Western Digital Corp (WDC.O) climbed over 6%.

At a 2026 CATL core operations carbon‑neutral conference, Huang Bin, head of procurement and head of planning and materials control, said over 80% of lithium‑battery lifecycle emissions come from supply‑chain activities. CATL set a target to achieve full value‑chain carbon neutrality by 2035, covering minerals through finished batteries. The company said supply‑chain coordination is central and has broken the target down from carbon‑footprint accounting to targeted reductions, issuing a detailed action plan.