南向资金今日净买入45.38亿元。港股通（沪）方面，建滔积层板、腾讯控股分别获净买入7.23亿港元、4.23亿港元；优必选净卖出额居首，金额为5.51亿港元；港股通（深）方面，小米集团-W、建滔积层板分别获净买入4.92亿港元、1.81亿港元；华虹宏力净卖出额居首，金额为13.19亿港元。

The Korea Printed Circuit Board and Semiconductor Packaging Association (KPCA) said Samsung and SK Hynix have pressed substrate suppliers in recent price talks to cut prices, asking vendors to roll back the roughly 3%–4% average increase agreed in Q1. The chipmakers cited easing raw‑material pressure — notably gold and copper — that prompted the earlier hikes and said H2 pricing should revert to pre‑hike levels.

U.S. storage stocks extended their pullback: Micron (MU.O) down more than 3%, Western Digital (WDC.O) down more than 5%, SanDisk (SNDK.O) down more than 9%.