台积电(TSM.N)：预计第二季度营业利润率为56.5%至58.5%（第一季度为58.1%）。

Lens Technology said in an earnings call that foldable smartphone production is expected to start scaling in 2H26, with broader growth drivers from multiple new product lines likely to see concentrated expansion in 2026–2027. The company noted it is currently in a transition phase with higher upfront investment in new businesses, but expects these to translate into improved margins and earnings flexibility as volumes ramp.

日本财务大臣片山皋月：绝对需要稳定市场。