韩国KOSPI指数日内大涨3.00%，现报6535.98点。

The National Financial Regulatory Administration said after Typhoon White Dolphin made landfall it instructed insurers to open green channels, provide proactive on-site service, expedite valid payouts and make reasonable prepayments, and to coordinate with local governments on warnings, rescue and claims handling. As of 15:00 on Aug. 12, insurers in Zhejiang, Shanghai, Jiangsu, Jiangxi, Anhui and Henan reported nearly 130,000 claims, with estimated losses of 1.75 bln yuan and paid (including prepayments) 80 mln yuan.

Dan Bin, chairman of Oriental Harbour, told investors Changjiang Oriental Harbour Fund No.2 remained fully invested heading into July’s deep pullback and was heavily exposed to AI industry-chain names. The fund, which captured NVIDIA-led global AI gains in 2023 but only began large-scale A-share AI allocations in 2026, suffered a significant drawdown with the AI sector and did not carry out material de-risking—only very small, structural micro-adjustments.