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Counterpoint Research: Apple’s iPhone 17 was the world’s best-selling smartphone in Q2 2026, capturing a 6% share of global smartphone shipments. The iPhone 17 Pro Max and iPhone 17 Pro ranked second and third. Apple and Samsung each placed five mode

2026-08-26

Counterpoint Research: Apple’s iPhone 17 was the world’s best-selling smartphone in Q2 2026, capturing a 6% share of global smartphone shipments. The iPhone 17 Pro Max and iPhone 17 Pro ranked second and third. Apple and Samsung each placed five models in the global top 10; the top 10 models accounted for 26% of global smartphone sales, up 2% YoY. The standard iPhone 17’s major upgrades narrowed the gap with Pro models, supporting volume. Samsung had two Galaxy S-series models in the top 10; the Galaxy S26 Ultra was Samsung’s best-selling model this quarter, up five places versus the prior generation, and was the quarter’s top-selling Android — the first time an ultra-premium Android led Android sales in Q2.

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2026-08-26

Since August, commodity ETFs have seen net inflows of approximately $15 billion, marking the second-highest monthly inflow in the past year, second only to the previous peak, and the largest inflow since February. Of this, precious metals ETFs contri

Since August, commodity ETFs have seen net inflows of approximately $15 billion, marking the second-highest monthly inflow in the past year, second only to the previous peak, and the largest inflow since February. Of this, precious metals ETFs contributed about $14 billion, meaning approximately 93% of the new commodity funds are concentrated in precious metals. GLD alone saw inflows of about $2.3 billion last week. Notably, there are signs of funds spreading to materials stocks: the MSCI China Materials Index has been one of the best-performing sectors in the Chinese market over the past month, rising approximately 15%. The index's 12-month forward PE ratio is approximately 9.6, lower than the MSCI China Index's approximately 10.5; year-to-date earnings forecasts have been revised upwards by 38%, far exceeding the broader market's 4%, with projected earnings growth of 54% over the next 12 months. The next stage requires observation of whether funds continue to spread from gold miners to previously sluggish sectors such as copper, lithium, and uranium. The report has already observed double-digit gains in some smaller resource stocks despite a lack of company news, indicating that this spread of trading is beginning to emerge. (The above views are from a JPMorgan report dated August 25th.)
2026-08-26

Zhengzhou Housing Provident Fund Management Center said it will lower the minimum down payment for housing provident fund loans on existing (resale) homes within Zhengzhou from 30% to 20% for contributing employees. The notice also permits intergener

Zhengzhou Housing Provident Fund Management Center said it will lower the minimum down payment for housing provident fund loans on existing (resale) homes within Zhengzhou from 30% to 20% for contributing employees. The notice also permits intergenerational co-borrowing: when an applicant’s provident-fund loanable amount is below the family loan ceiling, parents or children who are regular contributors and meet provident-fund loan criteria may join as co-borrowers for owner-occupied home purchases in the city.
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