德国地学研究中心GFZ：捷克和斯洛伐克共和国发生5.49级地震。

The National Financial Regulatory Administration issued a notice directing insurers to support flood relief and post-disaster recovery. Insurers must closely monitor disaster progress, allocate survey/rescue vehicles, claims staff and large-claims liquidity, and provide emergency financial support. On-site surveys and rescue work should be carried out safely to avoid secondary hazards. Firms must apply special-case handling and expedited processing: simplify claims procedures, open green channels, establish centralized claims points in severely affected areas, and ensure fast payouts where payable, full payment of eligible claims and reasonable advance payments.

Morgan Stanley cut Xiaomi Group (01810.HK) target price by 29% to HKD32 from HKD45 and maintained an Overweight rating, citing lower EV delivery assumptions and weaker smartphone sales that slow MAU growth and trim its internet-services valuation. MS now projects ~100,000 EV deliveries in 2Q 2026 and ~180,000 in 1H 2026—about 33% of Xiaomi’s 550,000 full-year target—and says the company is unlikely to hit the 550,000 target even with planned H2 product launches. The bank lowered its EV delivery forecast for this year to 500,000 from 580,000 and cut the 2027 forecast to 700,000 from 750,000. MS also estimates Xiaomi’s AI-related investments are conservatively worth RMB32 billion and could re-rate materially if profit growth resumes.