China energy and chemicals futures' most-active contracts continued to rise; fuel oil up more than 4%, while benzene, methanol, butadiene, rubber, LPG and ethylene glycol gains widened to above 3%.

TSMC reported quarterly revenue up 36% YoY to NT$1.27 trillion in the quarter to June (US$39.6 billion), matching analyst consensus. June sales jumped 68% YoY and drove the quarter. CEO Wei Zhejia warned that even if the US adds manufacturing capacity in coming years, TSMC will be unable to meet US-customer-led demand for years. SK Hynix says the current memory-chip shortage is likely to extend beyond 2030. TSMC will publish full results on Thursday and is expected to update its full-year outlook and capex plan.

折叠屏iPhone订单被传上调至约1000万台，明显高于此前700万至800万台的市场预测，也高于Counterpoint分析师目前600万至700万台的出货预估。这个差距说明，市场关注点已经不是苹果是否会推出折叠屏，而是首代产品到底能否直接进入千万级销量。 但产业链人士保持审慎，核心在于“订单”可能混合了不同口径：整机出货目标、零部件备货量，以及2026年下半年的产能预留。对苹果首代折叠屏产品而言，提高零部件准备并不等于最终销量确认，也可能是为了应对良率、交付和爬坡风险。 这条消息真正影响的是苹果产业链预期，而不是苹果已经锁定千万台需求。若后续没有面板、铰链、组装排产等更具体证据，千万级目标更适合理解为供应链提前压力测试。对市场而言，它会强化折叠屏iPhone对苹果链的主题催化，但仍不足以直接证明苹果已经打开新的硬件增长周期。