BYD sold 403,500 NEVs in June, up 5.46% YoY. Geely sold 240,800 vehicles in June, up 2% YoY. Leapmotor delivered 93,376 vehicles globally in June, up 95% YoY; H1 cumulative deliveries 356,487. Hongmeng Zhixing delivered 50,624 units in June, up 9.7% MoM. NIO delivered 40,597 vehicles in June, up 62.9% YoY. XPeng delivered 40,126 vehicles in June and 103,295 in Q2. IM Motors delivered 40,087 vehicles in 1H 2026, up 58% YoY. Zeekr delivered 35,169 vehicles in June, up 111% YoY. Deep Blue Auto sold

TrendForce said in its latest spot-price trends report that this week DRAM spot prices rose in small-capacity DDR4 and DDR3 segments while the broader DRAM market remained rangebound. For NAND, suppliers are trimming quotes to manage inventory but buyers remain reluctant to accept current levels; 512Gb TLC wafer spot prices continued to decline.

Ed Yardeni, president and chief investment strategist at Yardeni Research, said he believes Walsh is using aggressive inflation rhetoric to lower borrowing costs by pushing down government bond yields that feed into mortgage and auto loan rates. Yardeni said he thinks the Treasury and the Fed have effectively struck a new arrangement to suppress the 10‑year Treasury yield: Bessent and Walsh are acting as a team and have persuaded Trump that the best way to lower borrowing costs is to take a hard line on inflation and, if necessary, raise rates. That, Yardeni said, should push down bond yields and stimulate the economy. He noted Bessent has recently acknowledged the bond market’s power and Trump’s acceptance; Bessent told the New York Economic Club on June 23 that more governments have been toppled by the bond market than by artillery.