美聯儲主席沃什：對美國而言，這是一個巨大的機遇期。

韋德布什：首次覆蓋SpaceX(SPCX.O)，給予“跑贏大盤”評級，目標價190美元。

Officials have begun reviewing the United States–Mexico–Canada Agreement (USMCA), triggering a countdown to the pact’s potential expiry. Signed by President Trump in his first term and in force for six years, the USMCA underpins nearly $2 trillion of annual trade between the three countries and sets detailed rules across autos, investment protection, intellectual property, digital services and goods from Mexican steel to Canadian dairy. Unlike NAFTA, the treaty contains a sunset clause requiring the parties to begin renewal talks this year; unless reauthorized it will lapse in 2036.