股市资金流向图：今日沪深两市主力资金净流出1163.61亿元，占比4.17%；大单资金净流出460.54亿元，占比1.65%；小单资金净流入867.88亿元，占比3.11%。

北证50指数涨超4%。

Oxford Economics analyst Paolo Grignani says German manufacturing orders fell 3.8% MoM in April after a revised 4.5% rise in March, but remain above pre-Iran-war levels. He notes the chemicals sector remains resilient — orders only marginally down and sitting near three-year highs on energy-crisis-driven demand. With the March revision, April real turnover edged up, and there is not yet clear evidence that manufacturing will drag Q2 GDP growth.