WTI原油週一小幅低開0.3%，現報68.54美元/桶。

Oil prices fell after OPEC+ decided to raise supply. After an online meeting on Sunday the group said it would add about 188,000 bpd in August, the fifth consecutive monthly increase. ANZ research said even if the Strait of Hormuz reopens, member states may struggle to utilise the additional capacity because vessels still face risks. Analysts noted several ships attempting the Oman route through the strait over the weekend were observed turning back.

TF International Securities analyst Ming‑Chi Kuo says his supply‑chain survey shows foldable iPhone assembly shipments of about 7–8 million in H2 2026, with Q3 shipments of 0.5–1.0 million (around 10% of H2). By contrast, iPhone 18 Pro/Pro Max are estimated at about 20–22 million in Q3 and are already stocked for a September retail launch. Kuo says, based on Q3 stocking, the foldable model is likely to mirror the 2017 iPhone X pattern — announced with other models but opening pre‑orders and official sales later — and expects supply tightness to persist through year‑end.