高盛日本電子元器件研究團隊認爲，隨着AI和數據中心銷售佔比上升，蘋果對日本電子元器件股票的影響較過去呈下降趨勢。此次新款iPhone定價基本處於投資者預期範圍內，蘋果週期雖然仍會影響訂單和季節性，但對整個板塊的解釋力正在下降。市場對相關公司的定價將更多取決於AI與數據中心敞口、單機價值量和份額變化。

國際原子能機構總幹事格羅西：伊朗覈查不會很快恢復。

The Global Mining Development Report 2026 says China’s latest exploration push produced significant gains, sharply increasing mineral reserves; China now ranks first globally in reserves for 14 minerals. Oil and gas exploration has expanded into deep and deep‑sea areas, creating new growth poles. Mining production and smelting/processing scale remain the world’s largest, consolidating China’s industry leadership: output of more than 30 metallurgical products is top worldwide, and 17 mineral products account for roughly 50% of global mined output. The report says this makes China both a major mineral producer and a leading global supplier in smelting and processing.