2-year bond futures (TS) main contract up 0.03%; 5-year (TF) up 0.08%; 10-year (T) up 0.11%; 30-year (TL) up 0.23% at midday close.

Morgan Stanley analysts say the robotaxi industry is moving from limited pilots into early commercialisation and may evolve into a distributed mobility network rather than centralized deployments. They project a global fleet of roughly 2.5 million vehicles by 2035 and see about a $1 trillion market opportunity by 2040. Unit economics are expected to reach break-even around 2028, with mass commercial operations by 2030. Advances in AI, falling hardware costs and clearer regulation are accelerating deployments; some operators already run 24/7 driverless services in select cities. The bank says investor focus is shifting from technical feasibility to identifying operators most likely to scale efficiently and profitably.

俄國防部：一天內防空系統攔截並摧毀了116架飛越俄羅斯各地區的烏克蘭無人機。