Thai stock market expected to edge higher today as U.S. bond yields ease and Fed expectations shift toward rate hold in September; trading range 1,570–1,590 points. Key market drivers: U.S. nonfarm payrolls data tonight and domestic policy catalyst (Data Center Board meeting on regulatory framework). InnovestX recommends "Selective Buy" across four themes—Policy Play, Consumption Play, Laggard Play, and High Dividend Play—with BDMS (hospital/healthcare benefiting from 8% July revenue growth) and TU (seafood demand recovery, tariff tailwind) highlighted as top picks today.