Stoxx Europe 600 rose after the U.S. nonfarm payrolls release, trading more than 1% higher.

Counterpoint Research forecasts 2026 foldable smartphone display panel shipments of about 27.5 mln units, up ~24% YoY, and revenue of roughly $4.4 bln, up ~48% YoY. Growth stems from volume recovery plus Apple entering the segment and a shift to higher-end, large-fold devices. Apple’s first foldable iPhone, expected in H2 2026, should lift panel procurement and boost demand for Samsung Display, high-end large-fold panels and higher-value display technologies. Supply-side: Q1 2026 already shows panel-maker share divergence; H2 will determine full-year upside. BOE remains the market leader but has lost share; Samsung Display has gained momentum and narrowed the gap.

早盤開盤，國內期貨主力合約跌多漲少，SC原油跌超4%，液化石油氣（LPG）、集運歐線跌超3%，甲醇跌近3%，燃料油、低硫燃料油（LU）跌超2%，聚丙烯、瀝青、純苯、BR橡膠、塑料、對二甲苯、聚丙烯、乙二醇、丙烯、焦炭、多晶硅、苯乙烯跌超1%。漲幅方面，鉑漲超2%，鐵礦石、滬銀漲超1%，滬金、豆粕、紙漿漲近1%。