港股人工智能股震荡走低，长飞光纤光缆(06869.HK)跌超14%，天数智芯(09903.HK)跌超13%，智谱(02513.HK)跌超11%，MINIMAX-W(00100.HK)跌超10%。

Counterpoint Research says Apple’s entry into the foldable phone market will push up prices by refocusing consumers on the high end and boosting demand for premium software and productivity tools. The firm cites Apple as one factor behind a projected c.18% rise in global foldable-phone average selling prices (ASP) this year. It adds that competition is driving down prices for budget clamshell foldables—narrowing their gap with high-end slab smartphones—while demand is surging for larger, pricier book-style foldables.

A container ship was attacked in the Strait of Hormuz on Friday, prompting some shipowners to re-evaluate withdrawal plans, though two-way traffic continued. Vessel-tracking shows two fully laden tankers exiting the Persian Gulf while four VLCCs in ballast are steaming along the Gulf of Oman coast — the southern route managed by Oman and coordinated with the US. Other vessels are using the northern, Iran-side route. Control of the strait remains a US‑Iran flashpoint. The US this week said Iran must keep the strait open to secure a lasting peace; Secretary of State Rubio warned that if Iran imposes transit fees others may follow, risking wider disruption. Washington is pressing Oman not to establish a joint fee system with Iran. Oman’s position is unclear: a joint Iran‑Oman statement on Tuesday said they would discuss transit management and costs, but Rubio said on Thursday Oman assured him it does not support charging for passage.