Counterpoint Research projects global foldable smartphone shipments will rise 21% YoY in 2026, extending expansion from 2025 driven by sustained demand for large premium foldables, intensifying competition among leading OEMs and Apple’s expected market entry. Samsung is forecast to retain the lead with a 32% share in 2026; Apple is projected at 25%, Huawei 24% (with particular strength in China), Motorola 8% and Honor 3%. Counterpoint notes the 2026 market structure will differ markedly from 202

倫敦金屬交易所(LME)：鉛庫存減少2025噸，銅庫存減少4350噸，錫庫存減少30噸，鋁庫存減少1500噸，鋅庫存減少650噸，鎳庫存減少1182噸。

South Korea's KOSPI closed up 3.6% at 6,747.95 on Tuesday, after a liquidation-driven selloff that erased 10.5% over the prior two sessions began to ease. The index was up as much as 4.9% intraday but remains in bear-market territory, about 25% below its June 22 record close. Regulators have moved to curb leveraged financing products, refocusing attention on fundamentals: continued AI-driven demand and a still-firm earnings outlook for memory-chip makers. JP Morgan maintained an overweight on Korea in regional allocations with a 12-month target of 12,500, saying the market should be able to withstand the shock from position liquidations and resume positive momentum.