港股PCB板块震荡走高，广合科技(01989.HK)涨超4%，建滔积层板(01888.HK)涨超3%，胜宏科技(02476.HK)、建滔集团(00148.HK)、鼎泰高科(01377.HK)等个股跟涨。消息面上，建滔积层板(01888.HK)年内第七次涨价，对所有厚度FR-4覆铜板统一涨价10%；PP半固化片分规格调价，7628（含）以上厚布PP涨价10%，7628以下薄布PP涨价20%。

TIMIRAOS wrote KEVIN WARSH's remarks eased some market concerns about the Fed's anti-inflation strategy but set up a tougher test in three weeks. Two points in Warsh's speech point toward a possible September hike: he stopped short of calling current financial conditions restrictive, and summer's improvement in inflation did not convince him the trend is improving. Before Friday the Fed's default had been to hold unless data warranted action; former Fed vice chair Cohn said Warsh has flipped that logic — the default is now to raise unless incoming data show no need. Cohn said the decision will hinge on conditions before the September meeting, notably August CPI due Sept. 11; stronger data would weaken the case that inflation is returning to the Fed's 2% target and could prompt a hike, while softer data would argue against raising. A September hike could anger the White House if it comes weeks before the midterms; standing pat could reawaken the doubts Warsh sought to calm.

据日经新闻：迅销计划在十年内将日本优衣库旗舰店数量翻倍至约20家。