A Tesla top executive said deliveries of the Semi begin this week; DHL, PepsiCo and US Foods are among the customers.

CITIC Securities cites FirstEV data showing urban NOA penetration in China’s passenger car market rose to 20.9% in H1 2026. The firm says this is driving sharp shipment growth for mid-to-high‑compute automated‑driving chips, urban NOA software, lidar and driving domain controllers, with leading suppliers reporting sizable revenue increases. Separately, L4 commercialization is accelerating; several companies have already demonstrated positive economics in flagship projects and are pushing asset‑light business models and global rollouts. CITIC expects the automotive intelligentization supply chain to further advance R&D and product launches in H2 2026, supporting continued sector gains.

週四上午，美國國務院官員參加了自2023年10月7日以來，亞伯拉罕協議簽署國（美國、以色列、阿拉伯聯合酋長國、巴林和摩洛哥）的首次正式會議。週四，哈薩克斯坦官員首次加入《亞伯拉罕協議》締約國行列。哈薩克斯坦去年曾表示有興趣加入該協議。美國代表團由國務院高級官員、政治事務副國務卿艾莉森·胡克率領。此次會議由總部位於美國的N7基金會主辦，該基金會自2021年以來一直召集《亞伯拉罕協議》各國的多邊會議。N7 基金會創始人、會議主席傑弗裏·塔爾平斯說道，“下一階段的重點是深化現有關係，併爲各國合作尋找切實可行的機會。”