据福克斯新闻等媒体目前流出的名单，此次白宫国宴拟出席的美方企业家共9人，科技与金融为核心，其中5人曾在今年5月随特朗普访华，4人为新增面孔。整体看，AI芯片、云计算、消费电子、汽车芯片与跨境金融或是此次中美会谈最受关注的商业议题。最终名单仍待白宫正式公告确认。

BofA expects an aluminum supply deficit this year, shifting to a modest surplus next year; the surplus should widen as additional Indonesian supply comes online in H2 2027.

Domestic futures were mixed at the morning open: ethylene glycol (EG) and propylene fell over 3%, SC crude fell about 2%; fuel oil, low-sulfur fuel oil (LU) and polypropylene grades (monthly average, bottle-grade) were down over 1%. On the upside, international copper, Soybean No.2, rapeseed meal and lithium carbonate rose more than 1%; cotton yarn, Shanghai copper, soybean meal and glass were up near 1%.