欧盟委员会：SpaceX必须紧急恢复全部乌克兰服务。

1. 战略协同：整合AI、机器人、汽车与太空业务 SpaceX与特斯拉的合并能够整合马斯克旗下的核心业务，形成覆盖人工智能、自动驾驶、机器人和太空探索的综合性企业，增强长期竞争力。 2. 财务协同：降低成本，以特斯拉现金流支持SpaceX SpaceX与特斯拉的合并有望减少重复开支、提高运营效率，并利用特斯拉汽车业务的现金流支持SpaceX高资本投入的太空项目。 3. 公司治理与国家安全：合并面临的主要障碍 SpaceX与特斯拉的合并即使具有战略和财务优势，同一人同时掌控两家公司仍可能引发利益冲突、治理及国家安全方面的审查。 4. 交易进展：合并预期升温，但仍需股东表决 部分市场人士认为，SpaceX与特斯拉的合并正在逐渐成为现实，但交易仍需履行必要程序。

JP Morgan said battery shares have materially underperformed in recent months as market focus has shifted from demand to profitability. The bank now rates all second-tier battery makers and battery materials and equipment coverage Neutral or Underweight and has cut earnings across the battery supply chain. JP Morgan still sees global EV and ESS battery demand rising 20–25% by 2027—above consensus—but warned profitability could deteriorate faster than expected and that profits are being reallocated across the EV supply chain. Price-target cuts: CATL (03750.HK) HKD725->HKD500; 03931.HK HKD40->HKD17; 00470.HK HKD45->HKD22. All three stocks were downgraded from Overweight to Neutral.