据韩国媒体ETNews报道，由于首批产量无法满足市场需求，苹果首款折叠屏iPhone可能优先在北美市场上市，而其它市场的上市时间可能推迟。韩国电信行业一位相关人士表示：“目前来看，我们预计该产品最快将在10月底至11月初于韩国上市。” 苹果将于北京时间9月10日发布其首款折叠屏智能手机，产品名称目前预计为“iPhone Fold”或“iPhone Ultra”，产品形态则很可能采用左右折叠的书本式宽屏设计。有观点认为，苹果在铰链以及折叠屏面板良率方面遇到了困难，因此即使折叠屏产品正式发布，仍需要额外的出货准备时间。如果情况属实，苹果折叠屏手机的全球上市时间也只能进一步推迟。

Nomura reports Lululemon (LULU.O) posted FY2026 Q2 constant-currency revenue down 5% YoY to $2.42bn, missing the $2.46bn consensus. Operating income fell 13% YoY to $454m; operating margin dropped 1.9ppt to 18.8%. Management cut FY2026 revenue guidance to a 5–7% decline YoY, implying ~$10.35–10.5bn vs. market expected $10.98bn. Management flagged a slowdown in mainland China, saying negative social-media commentary on its China promotions and absence from post-618 discounting hurt e-commerce performance; it expects intense competition in North America and China, will prioritize full-price growth in China and will participate normally in Double 11, and still views mainland China as an expansion opportunity. Within its China sportswear coverage, Nomura prefers Anta (02020.HK), citing structural upside from outdoor and emerging sports and a multi-brand strategy that should help navigate industry competition.

Japan's FX reserves posted a record monthly decline in August after Tokyo launched a fresh, large-scale dollar-selling/yen-buying intervention to counter yen weakness, the Finance Ministry said. Reserves fell to $1.208 tln at end-August from $1.287 tln a month earlier, a record drop of $79.6 bln, or 6.18%. The fall was driven largely by a sharp reduction in foreign-currency securities holdings, much of which are US Treasuries bought during dollar-buying interventions about 20 years ago and which account for roughly 70% of Japan's FX reserves.