南向資金今日淨賣出24.95億元。港股通（滬）方面，中芯國際、長飛光纖光纜分別獲淨賣出6.28億港元、5.87億港元；智譜淨買入額居首，金額爲1.8億港元；港股通（深）方面，華虹宏力、美團-W分別獲淨賣出9.87億港元、9.24億港元；小米集團-W淨買入額居首，金額爲2.3億港元。

Bill Adams, US chief economist at Fifth Third Bank, said in a note that with the Fed no longer offering forward guidance under its current chair, markets will focus on the FOMC’s assessment of core inflation. He expects the policy statement to show mixed inflation drivers: downward pressure from relatively mild house-price and rent gains and fading tariff-related inflation in 2025; upward pressure from higher energy prices linked to Middle East tensions and disrupted Russian exports, a new round of tariffs, AI-driven demand lifting electronics prices, and labor-supply bottlenecks boosting costs in some services (eg, home health and care). Market participants view the Fed’s next policy decision as hinging on whether these short-term shocks become persistent core inflationary forces.

Rhine River water level at a key gauge has fallen to its lowest level since 2018.