Goldman Sachs raised its average LME aluminium price forecasts to $3,300/ton for Q3 2026 and $2,950/ton for full-year 2027, from prior forecasts of $3,200/ton and $2,750/ton respectively.

A股聯訊儀器漲超4%，股價續創歷史新高，現報2412.1元；寒武紀漲超10%，股價再創歷史新高，現報1470.04元，成交額超130億元。

An amendment to the Shenzhen Special Economic Zone Intelligent Connected Vehicles Management Regulations takes effect July 1. Article 17 authorizes the municipal government to “orderly explore full-area open road testing and demonstration applications” and to explore commercial operation pilots. Industry sources say the market should focus on the qualifier “orderly explore”: current legal scope remains testing and demonstration only, and Shenzhen has not issued city-level commercial pilot policies. The clause provides a legal basis to expand testing but does not set timing or designate areas; further rollout will depend on infrastructure readiness and safety assessments and is expected to be phased across multiple scenarios.