南向资金今日净买入12.75亿元。港股通（沪）方面，小米集团-W、中国人寿分别获净买入10.33亿港元、2.3亿港元；华虹宏力净卖出额居首，金额为5.83亿港元；港股通（深）方面，中际旭创、小米集团-W分别获净买入3.67亿港元、3.51亿港元；MINIMAX-W净卖出额居首，金额为3.7亿港元。

JP Morgan strategists led by Mislav Matejka say investors should use market pullbacks to add exposure, citing a strong corporate earnings outlook. They acknowledge rising global bond yields and elevated inflation concerns but still expect the equity rally to continue. Improving earnings revisions mean downturns compress P/E ratios and make equities cheaper. The macro backdrop is supportive, with US and eurozone manufacturing near four‑year highs. The team judges modest central‑bank tightening unlikely to derail equities unless inflation expectations shift materially. Matejka correctly flagged the potential for fresh highs in June.

Israel Defense Forces said it struck Hezbollah terrorist infrastructure in southern Lebanon in response to two explosive drones launched at Israeli soldiers.