半導體設備ETF國泰(159516)觸及漲停，成交額超58億元。

South Korea's exports rose 52.3% YoY in July 1-20 as AI-driven semiconductor demand pushed chip shipments up 180% to 22.1 bln dlr, customs data showed. Total exports were 54.9 bln dlr versus 36.0 bln dlr a year earlier. Imports increased 20.0% to 42.7 bln dlr, leaving a trade surplus of 12.2 bln dlr. Auto exports fell 10.6% to 3.24 bln dlr. Exports to China nearly doubled to 13.3 bln dlr; shipments to the US rose 39.6% to 8.96 bln dlr. Year-to-date exports through Monday reached 551.2 bln dlr, up 48.7% YoY.

Southbound flows net bought CNY 7.167 bln today. Via Shanghai Stock Connect, Huahong Hongli and Zhipu were net bought HKD 725 mln and HKD 680 mln respectively; Tencent Holdings was the largest net seller at HKD 1.071 bln. Via Shenzhen Stock Connect, SMIC and Huahong Hongli were net bought HKD 1.837 bln and HKD 1.526 bln respectively; Xiaomi Corp‑W led net sales at HKD 26 mln.