星展集团研究部的Jim Au在一份报告中称，潜在的可折叠iPhone可能会增强蓝思科技的增长。他指出， 这家中国玻璃制造商提供了70%-80%的iPhone玻璃供应。该分析师称，可折叠智能手机可能会使每部手 机的物料清单成本增加70-90美元。他补充说，这与智能电动汽车驾驶舱玻璃和扩展现实眼镜一道，可 能会在2025-2027年期间推动蓝思科技的收入实现16%的复合年增长率。Au预计，鉴于其利润率回升和 经营杠杆，同期每股收益复合年增长率将达到38%。星展集团对蓝思科技在香港上市股票的合理价值为 33.20港元。该股下跌0.8%，至25.46港元。 ...

Group 1: Technology Developments - Doubao mobile assistant faced issues with WeChat, leading to its temporary suspension of operations on the app due to privacy concerns [2] - Samsung launched its first tri-fold smartphone, Galaxy Z TriFold, which has raised questions about its practicality and thickness compared to competitors [2] - Elon Musk aims to transform the X platform into an upgraded version of WeChat, integrating information dissemination and financial payment functionalities [2] Group 2: Corporate Actions - Instagram will require employees to return to the office five days a week starting February 2, 2024, following a previous policy mandating three days in the office [3] - OpenAI reported service disruptions for ChatGPT, affecting some users, and stated that they are monitoring the situation [4] - Nvidia's CFO indicated that no final agreement has been reached with OpenAI regarding future collaborations, despite significant projected orders for AI chips [5] Group 3: Market Trends - Nearly 30 robotics companies have submitted applications to list on the Hong Kong Stock Exchange, potentially enhancing the market's robotics sector [6] - Canon announced the closure of its printing facility in Zhongshan, China, due to a long-term decline in the laser printer market [6] - Samsung's semiconductor division declined to sign long-term contracts for memory chips, opting for quarterly agreements instead, which may increase costs for the Galaxy S26 [7] Group 4: Financial Activities - Anker Innovations submitted its listing application to the Hong Kong Stock Exchange, with major investment banks as joint sponsors [8] - Daimeng Robotics completed a strategic financing round worth over 100 million yuan, aimed at advancing technology and market expansion [9] Group 5: Product Launches - Keling AI launched its new product "Keling O1," a multi-modal creative tool that integrates various input types into a single engine [11] - Alibaba updated its image generation and editing model Qwen-Image, which is now available on the Qianwen App for free use [12]

Group 1 - UBS's latest research indicates that Apple's first foldable iPhone, the iPhone Fold, is expected to launch in the second half of 2026 [1] - The anticipated price range for the iPhone Fold is between $2000 and $2400, but UBS suggests that if Apple can control the bill of materials (BOM) costs, the average selling price could drop to around $2000, directly competing with Samsung's Galaxy Z Fold7 [1] - A survey conducted by UBS in Q2 2025 revealed that while 18% of iPhone users are willing to pay over $2000 for a foldable model, 60% believe the average price needs to be reduced to the $1500 to $1700 range to stimulate demand [1] Group 2 - Apple's long-established supply chain management system is expected to play a crucial role in its success with the iPhone Fold [2] - As foldable technology matures and the average price of flip models naturally declines, Apple is likely to leverage economies of scale to further reduce costs, creating room for future product iterations [2] - UBS has identified key supply chain partners that may benefit from the mass production of the iPhone Fold, including Lens Technology, Samsung Electronics, LG Display, and Hon Hai Precision, highlighting their technological barriers and capacity alignment as essential for Apple's cost control objectives [2]