港股PCB概念股盘初下挫，建滔积层板(01888.HK)跌超11%，广合科技(01989.HK)跌超8%，建滔集团(00148.HK)、胜宏科技(02476.HK)跌超7.5%，大族数控(03200.HK)跌超6%。

Global semiconductor shares are being sold off and worries that rising competition from Chinese firms could curb AI investment have increased, likely weighing on U.S. technology stocks. In Asian trade, South Korea’s KOSPI fell 11%; memory giants Samsung Electronics and SK Hynix lost more than 13%; Japan's Nikkei and Taiwan's TAIEX each dropped roughly 4%. ING chief investment strategist Vincent Juvyns said trimming semiconductor positions is reasonable—a chance to take profits and diversify—but still recommends maintaining exposure given a clear multi-year earnings outlook, calling the rout a normal correction in a long-term growth cycle. CITIGROUP data show Nasdaq-100 long positions remain underwater, raising the risk of further pullbacks.

US core durable goods orders (ex-transport) rose 0.6% MoM in June, below the 0.8% expected; May was revised up to 1.8% from 1.4%.