南向资金今日净卖出19.74亿元。港股通（沪）方面，建滔积层板、华虹宏力分别获净卖出9.26亿港元、6.77亿港元；阿里巴巴-W净买入额居首，金额为8.96亿港元；港股通（深）方面，中芯国际、华虹宏力分别获净卖出12.05亿港元、10.43亿港元；兆易创新净买入额居首，金额为1.23亿港元。

July 2 (Thursday) — China stocks fell across the board. China's Shanghai Composite Index closed down 83.54 pts (-2.03%) at 4,028.90. Shenzhen Composite Index closed down 620.36 pts (-3.85%) at 15,498.81. CSI 300 Index closed down 146.68 pts (-2.96%) at 4,812.30. ChiNext Index closed down 243.45 pts (-5.71%) at 4,017.27. STAR 50 Index closed down 165.75 pts (-7.70%) at 1,987.29.

SoftBank has restarted negotiations on a $10 bln loan secured by its OpenAI stake, two people familiar with the matter said. Talks had stalled amid lender concerns about valuing a private-company stake. To address those concerns, SoftBank proposed guarantees and contractual recourse allowing lenders to pursue SoftBank if the OpenAI collateral falls in value. The lending group is expected to include Goldman Sachs, JP Morgan and Mizuho Financial Group.