A-share printed circuit board sector saw a short-term surge, with Bomin Electronics hitting the daily limit, Jinlu Electronics rising over 15%, and Yidun Electronics, Jingwang Electronics, Xianfeng Holdings, Junya Technology, Xingsen Technology, and

Internationally: 1. Goldman Sachs: Market expectations for a Fed rate hike are overly hawkish. 2. Mizuho: The Eurozone bond market is focused on short-term capital flows, oil prices, and bond supply. 3. ING: The euro is undervalued against the dollar and will appreciate moderately in the coming weeks. 4. Bank of America: A Republican midterm victory would extend the bull market, while a Democratic defeat would spread risks. 5. ANZ: The New Zealand election is unlikely to prevent the Reserve Bank of New Zealand from raising interest rates. 6. Daiwa Securities: Japan's economic growth is weak, and the government may postpone announcing the end of deflation. Domestically: 1. CITIC Securities: The Hang Seng Tech Index's correction has a significant event-driven effect. 2. Huatai Securities Hong Kong Stock Strategy: A balanced approach rather than rotation is recommended to cope with a highly volatile environment. 3. CITIC Securities: Current demand in the computing power industry chain remains resilient, and the A-share technology recovery is not yet over. 4. CITIC Securities: PCB/CCL performance was strong in the first half of the year; further growth is expected in the second half. 5. CITIC Securities: Lithium carbonate inventory reduction accelerates, fundamental pricing rebounds. 6. CITIC Securities: The trading characteristics of funds extending duration in the second quarter have continued, but the risk-reward ratio of ultra-long-term investments has changed marginally. 7. CITIC Securities: Domestic computing power will possess both industrial and utility attributes in the future, potentially becoming an important tool for a new round of industrial upgrading and capital formation. 8. China Merchants Securities International: DeepSeek model and Harness framework released, open-source ecosystem leads to continuous improvement in the competitiveness of domestic models.

Market news: Alphabet (GOOG.O) plans to raise $3.6 billion in its first Australian bond offering.