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Hamas 'Day of Rage' protests break out in Middle East and beyond_我的网站

一 | Pro-Palestinian protests broke out across the Middle East and beyond on Friday after a former Hamas leader called on supporters to join in a "Day of Rage" amid the Israel-Hamas conflict.Large protests have been seen in the capitals of Iraq, where a rally drew tens of thousands of people; Iran; and Yemen, with those gathered holding Palestinian flags. In Iran, some protesters could be seen burning the Israeli and American flags.In Beirut, Lebanon, supporters of the political party and militant group Hezbollah held a rally supporting Palestinians and denouncing Israel. "Death to Israel" and "Death to America" chants reverberated across a crowd of at least a couple thousand, as Hezbollah leaders vowed to stand by Hamas.In Jordan, riot police used tear gas to disperse hundreds of pro-Palestinian protesters who were approaching a border zone with the West Bank, according to Reuters.Elsewhere, protests in support of Palestinians have been held in countries including Japan, Malaysia, Bangladesh and Sri Lanka.The protests come after former Hamas chief Khaled Meshaal called for a day of "anger" across the Muslim world on Friday in support of the Palestinians and against the Israel strikes in Gaza. Meshaal also urged those in neighboring countries to join the fight against Israel."Deliver a message, through the squares and the streets, a message of anger, that we are with Palestine, that we are with Gaza," Meshaal said, adding, "that we are a part of this battle."Ahead of the anticipated protests, the Israeli government has urged Israelis abroad to take extra caution amid concerns the call for action could turn violent.In France, Interior Minister Gerald Darmanin ordered a ban on pro-Palestinian demonstrations because they were likely to disrupt public order, the Agence France-Presse reported. Hungary and Germany have also banned pro-Palestinian demonstrations.Cities across the United States have also heightened security due to the protests."We are deeply disturbed by the message of hate. It is not acceptable," New York City Mayor Eric Adams said Thursday during a briefing on the city's security plans, which include surging additional police resources to schools and houses of worship "to ensure that they are safe."The "Day of Rage" comes nearly a week after Hamas militants launched a brutal, expansive surprise attack on Israel, firing thousands of rockets toward southern Israel and ambushing kibbutzim near the Gaza border. In response, Israel declared war and vowed to destroy Hamas.At least 1,300 people have died and 3,227 others have been injured in Israel following Hamas' attack, Israeli authorities said. In Gaza, at least 1,799 people have been killed and an estimated 7,388 more injured in retaliatory strikes from Israel, according to the Palestinian Ministry of Health.With a possible ground incursion into Gaza looming, Israel's military early Friday directed the evacuation of northern Gaza -- home to 1.1 million people -- within 24 hours.。 K图 BK1160_0 　　华为全新三折叠手机定档9月7日发布，苹果首款折叠屏iPhone也预计将于9月9日亮相。两大巨头同期入局，折叠屏产业链迎来密集催化窗口。
K图 AAPL_0 　　华为三折叠、折叠屏iPhone将同期亮相　　8月25日，华为终端BG董事长余承东发文官宣，HarmonyOS 7丨HUAWEI Mate XT 2及全场景新品发布会将于9月7日举行。这也预示着华为新款三折叠手机即将登场。　　据悉，Mate XT 2将首发搭载HarmonyOS 7正式版，市场预计其折叠方式将由初代“Z”字形改为全新“U”字形双内折结构，芯片方面或将搭载麒麟2026旗舰芯片。　　另据证券时报报道，苹果首款折叠屏手机预计将于9月9日正式发布，暂定名iPhone Fold或iPhone Ultra，国行起售价约14999元。目前该机型已进入量产阶段，首年备货目标约1000万台。　　供应链消息显示，苹果此前已将首款折叠屏iPhone今年的生产准备目标上调至约1000万部，高于此前市场普遍预期的700万至800万部，上调幅度接近30%。该机型计划于7月下旬正式启动大规模量产，由富士康代工。　　调研机构Counterpoint Research 7月发布的预测显示，2026年全球折叠屏智能手机出货量预计同比增长21%。品牌格局方面，三星预计以32%份额保持领先；苹果入局首年预计获得25%市场份额，华为预计占据24%。

二 | 　　该机构指出，2026年折叠屏市场将从三星主导转向“苹果、三星、华为三强牵引”的新格局，形态上从小折向阔折叠大折转变。　　机构建议关注UTG、铰链等三大增量环节　　折叠屏是指采用柔性OLED面板和铰链结构，可实现屏幕弯折折叠的智能手机形态，相比传统直板机在显示面积和便携性之间实现突破。当前，折叠屏产业正加速迈向规模化量产兑现。　　中信证券指出，苹果折叠屏研发核心攻关方向为屏幕折痕优化与盖板抗摔耐用性升级，技术迭代将直接带动上游材料企业增量订单。　　国泰君安进一步判断，2026年是折叠屏行业拐点之年，苹果庞大的用户基数有望每年消化千万级以上的折叠屏换机需求，带动整个果链资本开支扩张。　　从产业链价值分布看，机构普遍将目光锁定在“屏幕盖板-铰链-面板”三大增量环节。

三 | 　　财信证券在消费电子行业深度报告中明确指出，折叠屏是智能手机结构性创新的重要方向，当前正步入由技术成熟、成本下探与苹果入局共同驱动的商业化加速阶段；UTG（超薄柔性玻璃）与铰链是折叠屏区别于直板手机的核心增量部件，技术壁垒高、价值集中度高，建议重点关注UTG、铰链及MIM结构件等核心增量环节。　　国金证券则沿着苹果供应链展开，建议关注盖板玻璃/UTG、转轴铰链、FPC软板、散热及光学元器件等方向的配套企业。

四 | 　　9只概念股月内获融资客超亿元抢筹　　东方财富概念板块显示，目前A股市场有79股涉及柔性屏（折叠屏）概念，合计总市值约1.71万亿元。

五 | 　　京东方A体量达2126.34亿元居首，蓝思科技以2001亿元位居次席，华工科技市值亦超千亿元，TCL科技、领益智造、麦格米特、鼎龙股份等多股市值均超500亿元。　　年初至今，折叠屏概念板块走势分化，43股上涨、36股下跌。深科达大涨204%领跑，沃格光电大涨171%排名第二，斯迪克涨幅达132%，德福科技、精测电子、鼎龙股份涨幅均超90%。

六 | 下跌方面，统联精密、长盈精密、晶华新材等8股均跌逾30%。　　本月以来，折叠屏概念板块走势显著转强，仅5股小幅下挫。中石科技月内涨幅接近翻倍，科森科技大涨54%，经纬辉开、飞荣达、深科达、电连技术、信濠光电、智云股份涨幅均超40%。

七 | 　　从资金角度看，东方财富Choice数据显示，月初至今，共有31只折叠屏概念股获得融资客青睐，其中9股融资净买额超1亿元。

八 | 　　中石科技获杠杆资金加仓6.78亿元，蓝思科技、德福科技、斯迪克分别获抢筹5.64亿、5.20亿、5.15亿元，科森科技、京东方A、激智科技、华工科技、强瑞技术均获超1亿元融资净买入。　　中石科技此前在接受调研者提问时表示，公司柔性石墨等产品可以应用于折叠屏手机中，公司自主研发的可折叠柔性石墨均热组件已获得全球专利认证。柔性石墨相比常规石墨，对研发、生产工艺提出更高要求，其价值量更高，公司在该领域保持技术领先优势。　　蓝思科技在上周日的电话会议上透露，在大客户今年的折叠机项目上，公司供应UTG玻璃、CPI膜、UTG玻璃支撑板、3D玻璃盖板等，上述产品加工难度大，价值量大幅提升，公司成为折叠机型相比直板机型结构件增量的最大受益者。对大客户已于二季度末开始出货交付，目前已处于大批量交付阶段。（文章来源：东方财富研究中心）。