南向资金今日净买入44.31亿元。港股通（沪）方面，智谱、中际旭创分别获净买入4.58亿港元、2.94亿港元；长飞光纤光缆净卖出额居首，金额为2.53亿港元；港股通（深）方面，南方恒生科技、长飞光纤光缆分别获净买入9.37亿港元、6.74亿港元；中国海洋石油净卖出额居首，金额为0.48亿港元。

Iranian media Fars News reported Yemen's Houthi forces launched missile strikes on positions and assembly points in the Ras al-Arah area, south of the Bab al-Mandeb Strait.

QUICK FactSet shows CXMT's Q2 2026 EBIT margin at 82%, versus SK Hynix 76% and Samsung Electronics' semiconductor unit 70%, the highest among memory-chip makers. CXMT's revenue rose about tenfold YoY in the quarter, the fastest growth among six peers (CXMT, Samsung, SK Hynix, Micron, Kioxia, SanDisk). Some analysts attribute the margin gain to supply shifts: Samsung, SK Hynix and Micron reallocating capacity to HBM for AI servers has tightened mainstream DRAM supply, driving DDR5 prices sharply higher and benefiting CXMT.