Group 1 - The Hong Kong technology sector experienced a significant surge, with the Hang Seng Tech Index rising over 4%, outperforming global markets [3] - In contrast, Asian, European, and US markets showed lackluster performance, with many indices even declining [3] - The A-share market also closed in the green but with less momentum compared to Hong Kong stocks [3] Group 2 - The narrative of "Chinese technology" is colliding with the "global capital repatriation," marking the biggest highlight for the second half of the year [5] - The capacity reduction sector continues to receive policy support, indicating a favorable environment for growth [5]