蔚來汽車(NIO.N)：2026年10月1日，蔚來換電單日總量達183,469單，創歷史新高。

Phillip Nova analyst Priyanka Sachdeva said in a report that, without a clear diplomatic resolution, the oil market is increasingly pricing a risk premium. Markets can tolerate uncertainty for a time but are losing patience when breakthroughs do not materialize, she said, adding that trading has moved beyond the next headline to increasingly price a scenario of prolonged fragility in global supply chains.

Chinese negotiators say prospects for China‑U.S. AI cooperation are firmer than several months ago and both sides plan to advance concrete issues at the November dialogue. They identified three realistic areas for progress: first, agree AI risk classification and tiering—clarify what constitutes a major risk and which model behaviours amount to severe loss of control, as a precondition for more complex rules. Second, finalize scope, timelines and requirements for AI incident notification—establishing a communication channel must be backed by rules on which events must be reported, reporting deadlines, what information is shared and remedies for non‑compliance. Third, place AI governance within a broader China‑U.S. exchange framework to ensure fuller Chinese participation and broader international input.