前瞻：摩根大通欧盟工业会议、日立投资者日、特斯拉机器人出租车、丰田年度股东大会

Specialist SalesAPAC Specialist Sales07 June 2025JPMORGANJPM Week Ahead: JPM EU Industrial Conference, Hitachi Investor Day, Tesla Robotaxi, Toyota AGM Joann Kim+852 2800 8016joann.kim@jpmorgan.com•Watch for Next Week: 1) JPM EU Conference (6/11-6/12), 2) Hitachi Investor Day (6/11), 3) Tesla’s Robotaxi service launch (6/12) - shorts are returning, 4) Toyota AGM (6/12): Akio Toyoda’s approval rate in focus •Most Discussed This Week: 1)Rare earth export ban & potential impact on global auto supply chain. 2) China Auto Feedback - Sentiment on BYD finding a bottom, 3) Asia Defense - EU Nato countries are close to agreeing on target 5% of GDP for Defense Spend & Asia Defense Idiosyncratic stories Watch for Next Week •JPM EU Industrials Conference (6/11-12):- After the success of our Autos Conference this week, we’re heading to Windsor next week for our Industrials Conference. Some early themes that our EU Industrials Spec Sam Edmunds hoping to get more colors on include - Electrification