港股內房股短線拉昇，旭輝控股集團(00884.HK)漲超7%，雅居樂集團(03383.HK)漲超5%，融創中國(01918.HK)、萬科企業(02202.HK)、新城發展(01030.HK)、碧桂園(02007.HK)、華潤置地(01109.HK)等個股跟漲。

At a routine briefing the Taiwan Affairs Office commented on reports that TSMC plans to increase U.S. investment by $100 billion, including four additional wafer fabs and an advanced packaging facility in Arizona. The move has revived concerns in Taiwan about industry relocation and the hollowing out of the island’s semiconductor sector. Spokesperson Zhang Han blamed the DPP’s pro‑U.S. policies for damaging Taiwan’s economy, accusing the authority of selling out industrial interests and hollowing the island’s economic base, and said the outcome would harm both industry prospects and residents’ livelihoods.

據AXIOS：Anthropic今年上半年用於美國政府遊說的支出已超過去年全年水平。