燒鹼2701盤中明顯走弱，跌幅擴大至3.80%，價格下探1494元/噸，續刷歷史低位，成交額約37.26億元；日內增倉1.2萬手，持倉變化明顯。

Head of Japan's largest automotive union said 2027 labor talks will go beyond inflation-linked wage increases.

After quarterly results met expectations, China Merchants Securities International cut Tesla's 2026–2028 attributable net profit forecasts by 41%, 44% and 53%, citing higher R&D and S&M expense ratios and a slower Cybercab ramp. It lowered its sum-of-parts price target from $441 to $354 (down 19.7%) and maintained a Neutral rating. The firm remains constructive on long-term FSD, Robotaxi and Optimus upside but says near-term higher R&D and capex will delay scaled profitability.