南向资金今日净买入45.51亿元。港股通（沪）方面，腾讯控股、长飞光纤光缆分别获净买入8.19亿港元、3.31亿港元；智谱净卖出额居首，金额为8.9亿港元；港股通（深）方面，中国海洋石油、长飞光纤光缆分别获净买入2.27亿港元、0.77亿港元；中芯国际净卖出额居首，金额为6.33亿港元。

Fidelity International says Asia is entering a new growth cycle led by AI investment, energy-security spending and supply‑chain diversification, keeping manufacturing and exports resilient. After years of reliance on external demand, Asian economies are shifting toward domestic growth; the key near‑term risk is whether external surpluses can be converted into broader domestic demand. Fidelity fund manager Ian Samson highlights mainland China’s diverse investment opportunities, with policy support accelerating advanced manufacturing, energy storage, optical communications and other strategic tech sectors. Equity exposure via ChiNext and STAR 50 offers access to these high‑growth areas, but rapid innovation and wide dispersion between sustainably competitive firms and those likely to face low‑margin competition make active stock selection essential.

美伊再次互袭并波及油轮后，WTI收于96.05美元，升至三个多月高位；布伦特原油则突破100美元，收于101.21美元。 但截至9月8日，OVX仅为48.59，尚不足3月12日125.99峰值的四成，说明期权市场虽然上调波动预期，却没有重现3月对供应失控的极端定价。