港股芯片股走高，華虹宏力(01347.HK)、芯碁微裝(09630.HK)漲超6%，中芯國際(00981.HK)、兆易創新(03986.HK)漲超5%，瀾起科技(06809.HK)漲4.6%。

Politico reported Attorney General Todd Blanch said on Sunday he is willing to disagree with the president on legal matters and that Trump expects cabinet members to differ when necessary. Asked whether he would refuse the president’s preferred course if his legal view differed, Blanch said, "I think he would expect me to tell him 'no.'" He declined to commit that the Justice Department will "always act independent of the White House," adding, "No, I will not make that promise, and no attorney general should make that promise."

CITIC CLSA says Lenovo Group (00992.HK) delivered a stronger-than-expected Q1 FY2027 (period ended June), driven by a rapid recovery in server revenue and margins. The broker raises its PT to HK$48.7 from HK$36 and keeps an Outperform rating, upgrading adjusted net profit forecasts for FY2027 and FY2028 by 40% and 35% to US$4.4bn and US$4.8bn. CITIC CLSA cites Lenovo’s growing role in the AI server market and retains it as a top pick in its China tech coverage.