China's NDRC and MOFCOM released a consumption-expansion plan for the 15th Five-Year period, setting 28 key tasks across six priorities: raise the quality and inclusiveness of service consumption; expand and upgrade goods consumption; cultivate new consumption formats, models and scenarios; strengthen consumer purchasing power; improve the consumption environment; and refine institutions and mechanisms to support consumption. The plan includes nine sector-specific implementation columns covering

Reports that Apple’s foldable iPhone orders were raised to about 10 mln units—above prior market estimates of 7–8 mln and Counterpoint’s 6–7 mln—appear driven by supplier-level stocking and capacity reservations rather than a firm sales commitment. Industry sources say reported “orders” may mix finished‑device targets, component pre‑buys and capacity held for H2 2026; higher component procurement can reflect hedging for yield, delivery and ramp risks and does not equal end‑market demand. Market implication: the news reinforces a thematic catalyst for the Apple supply chain but, absent corroborating evidence such as panel, hinge allocations or concrete assembly schedules, it should be read as a supply‑side pressure test rather than proof Apple has opened a new hardware growth cycle.

韩国KOSPI指数跌幅一度扩大至7%。