Sou Hu Cai Jing·2025-07-29 03:41Group 1 - Trump has reiterated the need for the Federal Reserve to lower interest rates, currently set between 4.25% and 4.50%, to reduce government borrowing costs [2] - The high-end PCB market is experiencing a supply shortage, with a projected supply-demand gap of 17% next year, prompting Eastcompeace to invest up to $1 billion in a new high-end PCB project [3] - The demand for AI computing power is driving a structural shortage in high-end PCBs, with the value of AI server PCBs significantly higher than traditional servers, leading to a surge in stock prices for companies like Eastcompeace and New Yisheng [5] Group 2 - The Hang Seng Technology Index has seen a decline of 2%, with a technical correction following a new high since 2022 [6] - Southbound capital has been actively purchasing, with approximately HKD 830 billion in inflows, indicating strong market interest [8] - The innovative drug sector is showing strength, with companies like Hengrui Medicine and WuXi AppTec experiencing significant stock price increases due to strong performance and market interest [10][12]