港股机器人概念股盘初走低，舜宇光学科技(02382.HK)跌超7%，瑞声科技(02018.HK)跌超5%，高伟电子(01415.HK)、阿里巴巴(09988.HK)跌超4%。

BofA, citing EPFR Global, says U.S. equity funds saw $8.5bln of net outflows in the week to June 24, the first weekly withdrawal in three months. Technology funds led the move with a record $9.3bln outflow; the prior week tech funds had posted a record $19.2bln inflow, BofA’s Michael Hartnett team noted. Large-cap tech selling, including a sharp drop in Apple, knocked markets and pulled the S&P 500 off its record high, though Micron’s strong sales outlook eased some sector concerns. Overall equity funds recorded $5.0bln of redemptions, money-market funds had $25.5bln of outflows, European funds posted an 11th consecutive week of withdrawals, and investors rotated into fixed-income funds, which attracted $16.6bln.

NATO Secretary General Rutte said US and European weapons manufacturers have boosted production to increase supplies, but further effort is still required.