南向資金今日淨賣出19.74億元。港股通（滬）方面，建滔積層板、華虹宏力分別獲淨賣出9.26億港元、6.77億港元；阿里巴巴-W淨買入額居首，金額爲8.96億港元；港股通（深）方面，中芯國際、華虹宏力分別獲淨賣出12.05億港元、10.43億港元；兆易創新淨買入額居首，金額爲1.23億港元。

Foreign investors pulled $137.36bn from Asian equities in 1H 2026, a record outflow, with Korea and Taiwan seeing withdrawals of $70.8bn and $29.6bn respectively. A rally in AI chip makers concentrated gains and prompted portfolio rebalancing, with Korea’s KOSPI nearly doubling and Taiwan’s Weighted Index up 62% led by TSMC, Samsung and SK Hynix. Analysts say the selling largely reflects position adjustment away from an unusually concentrated rally rather than broad risk aversion. Capital is rotating from oversized chip leaders into downstream suppliers and lower‑valuation markets, notably Southeast Asia, as investors reassess tech exposure and pursue broader diversification, according to asset managers.

烏克蘭空軍：俄羅斯在夜間向烏克蘭發射了74枚導彈和496架無人機。