美國貿易代表格里爾：美國決定不將美墨加協定延期，將每年評估。

People familiar with the matter said Xinlian Integration notified customers it will raise product prices by 15-25% in Q3 2026. The company cited year-to-date structural cost increases across the global semiconductor supply chain and sustained capacity tightness driven by surging AI and new-energy demand. Xinlian said the move is not a unilateral cost pass-through but a response to rigid upstream cost rises and structural, long-term downstream demand, intended to safeguard product quality and supply. The notice said customers are ordering based on production needs rather than speculative stockpiling and described the mid-to-long-term price framework as stable.

納指期貨漲超1%。