EUR/USD
1.15269
-0.676%
Gold
5095.80
-1.116%
Oil
100.012
12.957%
USD/JPY
158.606
0.446%
GBP/USD
1.33141
-0.573%
GBP/JPY
211.174
-0.130%
Real-time News
March 9th - According to the latest smartphone research from TrendForce, global smartphone production reached 337 million units in the fourth quarter of 2025, a 2.7% increase quarter-on-quarter, thanks to the surge in sales of new Apple models. Furthermore, Apple and Samsung both produced nearly 240 million units in 2025, tying for the top spot globally. TrendForce stated that the smartphone market benefited from subsidies in the Chinese market in the first half of 2025, while the traditional peak season contributed to the second half, resulting in a total production of approximately 1.254 billion units for the year, a 2.5% year-on-year increase. In 2026, due to soaring memory prices, smartphone costs increased sharply, and global production is expected to decrease by at least 10% year-on-year, falling to 1.135 billion units. Brand manufacturers face a dilemma of "raising prices to maintain profits" and "reducing specifications to maintain volume," with the low-end market bearing the brunt.Fitch Ratings: Global corporate cash flow will increase in 2026; the impact of the Iran war remains unclear.Gold prices fell 1% on Monday as markets worried that rising energy prices could exacerbate inflation and delay US interest rate cuts. Meanwhile, oil prices surged above $100 a barrel as major Gulf oil producers began cutting production. Nevertheless, Saxo Bank analysts noted in a report: "The current surge in oil prices reflects a supply shock rather than increased demand, which exacerbates the risk of stagflation and could ultimately force central banks to provide economic support. In the short term, deleveraging and a stronger dollar may put pressure on gold prices, but this does not eliminate the fundamental reasons for the increasing influx of investors into hard assets in recent years."March 9th - Apple is set to release its first foldable phone, the iPhone Fold, in the second half of the year. Supply chain sources indicate that Apple is very confident in the sales volume of the new phone and has significantly increased the inventory prepared by its supply chain, raising it by 20% above the original target. This is a rare instance of Apple significantly increasing its inventory requirements for new phones in recent years.French auto stocks fell 1.9% to 5.2%.
