$Sony(SONY.US), $SANHUA(02050.HK) both saw small gains, while $Murata Manufacturing(MRAAY.US) and $Dell Tech(DELL.US) basically didn't move, and $LUXSHARE ICT(02475.HK) saw a slight decline 🙃 The consumer electronics sector overall lacked momentum; the price reactions for Japanese content and components, domestic thermal management, and US server OEMs were all quite muted across their respective lines. This belongs to the stage where peak season inventory buildup hasn't materialized yet, so everyone is holding back.