美國財長貝森特：我們樂於採取正確措施，以保持美元強勢。

Baird analyst Ben Kallo forecasts Tesla will deliver 392,900 vehicles in Q2 and 1.68m vehicles in 2026. He says a Tesla–SpaceX merger is "very likely" and could occur within 12–18 months, describing the combination as the "ultimate direction" and "clear and compelling" with scale benefits for both companies. Kallo reiterates an Outperform rating on Tesla and a $522 price target.

Multiple private fund managers said they received notices from cooperating brokerages overnight instructing them to suspend additions to managers' cross-border TRS (total return swap) exposure. TRS lets funds capture returns on overseas assets without moving principal offshore. The move follows a May CSRC-led, eight-agency implementation plan targeting illegal cross-border securities and futures fund operations and recent enforcement actions against brokers including Tiger Brokers, Futu Holdings and Longbridge Securities. After a strong run in global tech this year, many private funds had been using cross-border TRS to increase overseas tech exposure; the notice halts new TRS scale increases.