美國至7月6日6個月國債競拍-得標利率 3.83%，前值3.84%。

Morgan Stanley analysts say the robotaxi industry is moving from limited pilots into early commercialisation and may evolve into a distributed mobility network rather than centralized deployments. They project a global fleet of roughly 2.5 million vehicles by 2035 and see about a $1 trillion market opportunity by 2040. Unit economics are expected to reach break-even around 2028, with mass commercial operations by 2030. Advances in AI, falling hardware costs and clearer regulation are accelerating deployments; some operators already run 24/7 driverless services in select cities. The bank says investor focus is shifting from technical feasibility to identifying operators most likely to scale efficiently and profitably.

Westpac expects the RBNZ to leave the official cash rate (OCR) unchanged at 2.25% at Wednesday's policy meeting. It said developments over the past six weeks—most notably a faster-than-expected fall in oil prices that has eased related inflationary pressure—give the RBNZ more time to assess economic momentum, particularly with a large slate of key data due after the July meeting. Westpac still expects the RBNZ's forward guidance to retain a bias toward raising the OCR this year.