港股人工智能板块走低，智谱(02513.HK)跌10%，优必选(09880.HK)、群核科技(00068.HK)跌超7%，MINIMAX-W(00100.HK)跌超6%。

Germany plans to increase 2027 net new borrowing to EUR118.0bn (about $135bn), roughly 7% above April projections, a finance ministry official said. The rise reflects weaker-than-expected tax receipts, higher interest rates raising debt-servicing costs, and additional funding needs at the Federal Employment Agency for unemployment benefits. Chancellor Friedrich Merz and Finance Minister Lars Klingbeil have proposed a reform package covering pensions, healthcare and taxes; the cabinet is expected to approve the package and the 2027 budget on Monday.

中国地震台网正式测定：07月05日21时41分在新疆伊犁州巩留县（北纬43.58度，东经82.51度）发生3.3级地震，震源深度22千米。