MONDAY, JULY 06, 2026 — BYD reclaims global EV crown from Tesla. Trump floats Hong Kong visit. Japan AI chip player OPPSTAR gears up via Malaysia.

BYD 1211.HK leaps after retaking EV sales lead. Tesla’s TSLA Shanghai miss puts Shenzhen in pole position. HK autos bid heavy. Trump jets to NATO summit with Zelenskyy set as wary allies watch. His HK trial balloon signals Beijing play. Risk-on for HSI? Or just noise. Japan AI chip startup taps Malaysia’s OPPSTAR for production. Semi supply chain diversifying beyond Taiwan. 6501.T could catch a bid on the news. India sugar exits export market, pivots to ethanol. Raw sugar futures pop. Palm oil jungle in Jakarta twitches. Week ahead: Geopolitics (Trump NATO, HK) meets EV dominance (BYD) and chip reshoring. Nerves steady but catalysts piling up. Trade the news, not the noise. Quant Picks (model confidence >= 70): $ALL — +1.7% vs Financial Services (6m), confidence 91 $FDX — +1.6% vs Industrials (6m), confidence 91 $EIX — +1.6% vs Utilities (6m), confidence 91 $PCG — +1.5% vs Utilities (6m), confidence 89 $APA — +1.5% vs Energy (6m), confidence 91

BYD 1211.HK leaps after retaking EV sales lead. Tesla’s TSLA Shanghai miss puts Shenzhen in pole position. HK autos bid heavy.