港股汽車股盤初衝高，比亞迪股份(01211.HK)漲超5%，零跑汽車(09863.HK)漲近3%，北京汽車(01958.HK)、廣汽集團(02238.HK)等跟漲。

The Korean Printed Circuit Board and Semiconductor Packaging Industry Association (KPCA) says Samsung and SK Hynix are pressing substrate suppliers in recent price talks to lower quotes and effectively roll back an average c.3–4% price rise agreed in Q1. Both firms cite eased volatility in raw materials such as gold and copper and say H2 supplier prices should revert to pre-increase levels.

美股存儲板塊繼續回調，美光科技(MU.O)跌超3%，西部數據(WDC.O)跌超5%，閃迪(SNDK.O)跌超9%。