美國總統特朗普：我與埃隆·馬斯克的關係非常好。

CSC Financial says AI-driven cost pressure has shifted to the materials end, where exposure is fragmented and many leading suppliers are Japanese. Since H2 2025 bilateral tensions have shown signs of accelerating, tightening supply via de-Japanization while AI-led demand-side inflation reinforces the effect. The firm expects the de-Japanization theme to have further room to run and recommends continued de-Japanization trades, prioritizing domestic powder materials and fluorinated-polymer names for faster growth and accelerating import-substitution opportunities.

法國5月工業產出年率 3.2%，預期2.9%，前值2.80%。