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Watch: Aishwarya Rai Bachchan and Dakota Johnson’s Meet Up at Red Sea Fest Sends Fans Into a Frenzy_我的网站

一 |     　　苹果折叠屏即将面市。　　300097，“20cm”涨停　　今日（8月25日），A股主要指数缩量震荡，上证指数收盘上涨0.19%，科创50指数收盘上涨0.14%。个股涨多跌少，收盘逾4000股上涨，智云股份（300097）、石头科技、透景生命等个股“20cm”涨停。　　3只“20cm”涨停股催化因素各有不同。    The encounter between Aishwarya Rai Bachchan and Dakota Johnson at the Red Sea Film Festival 2025 has delighted both local and international film enthusiasts, with their images and clips widely circulating online. This unexpected meeting has been described by many as a delightful surprise, highlighting a wonderful fusion of Bollywood and Hollywood.           Aishwarya made her debut at the 5th annual Red Sea Film Festival 2025 in Jeddah, Saudi Arabia, where her every move has grabbed attention. Amongst the many social media posts, her interaction with Dakota became widely shared. The sight of the two gorgeous actresses immediately went viral on social media.                                                                  View this post on Instagram          A post shared by Filmfare (@filmfare)               Many online users were surprised by Aishwarya and Dakota being captured together at the event, calling it an "unexpected pairing." Further pictures also included the two stars with Jessica Alba. All three followed a black colour code for their clothing, though Aishwarya added a touch of white to her ensemble.           For those who may not be aware, Dakota Johnson travelled to India in January 2025 with Chris Martin for Coldplay's Music of the Spheres World Tour. She was also seen visiting the Siddhivinayak Temple with Sonali Bendre and Gayatri Joshi, and she sought blessings at the Shri Babulnath Temple with Chris.           Dakota recently starred in Materialists (2025) with Chris Evans and Pedro Pascal. She is widely known for her portrayal of Anastasia Steele in the Fifty Shades of Grey trilogy. She will next be seen in her upcoming film, Verity, also starring Josh Hartnett and Anne Hathaway.            Aishwarya's most recent appearance on screen was in Mani Ratnam's Ponniyin Selvan: Part 2 (2023). Although she has not yet revealed her next project, she remains a prominent public figure, participating in high-profile events like Paris Fashion Week and advocating for important societal concerns, such as her recent activism opposing street harassment.Also Read: Aishwarya Rai Bachchan Looks Breathtaking in New Clicks From Red Sea Film Festival。

二 | 其中，石头科技主要是受到半年报业绩向好影响，公司上半年营收同比增长近28%，归母净利润同比增长近46%。智云股份大涨或许与题材概念有关，同花顺解读公司异动原因包括“OLED设备+折叠屏+股权激励+股权转让”等。　　利好来了　　从折叠屏概念来看，今日有不少个股股价明显异动。具体来看，恒铭达涨停，星星科技、强瑞技术、奥克股份、福日电子等个股收盘均涨超5%。　　折叠屏产业也传来利好消息。苹果首款折叠屏手机预计将于2026年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。　　根据IDC数据，2025年全球折叠机出货量约为2060万台，2026年随着苹果的入局将迎来近30%的同比增长，达到约2672万台；根据Counterpoint数据，苹果推出折叠机的首年有望占据约25%的市场份额。财通证券认为全球折叠机市场正处于迈向主流普及的关键拐点，iPhone Ultra凭借品牌势能与生态优势，有望快速激活高端用户群体，推动折叠机赛道进入加速增长期。　　这些折叠屏概念股业绩有望高增长　　部分公司也提到了苹果折叠屏手机上市的影响。　　蓝思科技近日在电话会议上表示，今年下半年开始，主营业务方面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。公司强大的全球交付能力和量产能力确保公司市场份额，公司将显著受益新机型的发布。展望明年，大客户折叠屏全面放量，公司长期深度研发的钛框和3D打印、3D玻璃在高端机型全面采用，为公司未来几年提供显著业绩贡献。　　财通证券研报则提到，北美大客户折叠屏放量在即，领益智造有望深度受益：公司深度参与大客户首款折叠屏多个高价值环节，预计单机ASP将显著高于传统直板机，有望成为未来两年消费电子主业最强增量来源之一。且公司已在北美大客户高端VC散热项目取得突破，2027年VC相关ASP有望进一步提升至3倍以上，进入折叠屏+散热升级+ASP上行的新阶段。　　据证券时报·数据宝统计，A股市场上合计有16只折叠屏概念股评级机构数在1家及以上且机构一致预测今明两年净利润增速均超20%。其中，东材科技、深天马A、弘信电子等个股机构一致预测今明两年净利润增速均超50%；鼎龙股份、京东方A、TCL科技等个股机构一致预测今明两年净利润增速均超30%。（文章来源：数据宝）。

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