科创50指数V型反弹，再度转涨，成分股中，华虹宏力、盛科通信、海光信息涨超6%。

TF International Securities analyst Ming‑Chi Kuo says his supply‑chain survey shows foldable iPhone assembly shipments of about 7–8 million in H2 2026, with Q3 shipments of 0.5–1.0 million (around 10% of H2). By contrast, iPhone 18 Pro/Pro Max are estimated at about 20–22 million in Q3 and are already stocked for a September retail launch. Kuo says, based on Q3 stocking, the foldable model is likely to mirror the 2017 iPhone X pattern — announced with other models but opening pre‑orders and official sales later — and expects supply tightness to persist through year‑end.

Maoyan Entertainment (01896.HK) shares rose more than 8%, returning above HK$5.