全球新闻采集归档｜2026年7月29日14:00—20:00｜海外科技与宏观篇

统计窗口：北京时间 2026 年 7 月 29 日 14:00 至 20:00。上一期已经覆盖 14:00 前的事实，本篇只把本轮新增或状态更新列为主记录，较早事件放入转载/复扫账。

本篇为部分采集，不代表完整新闻集合。交易所和公司公告 PDF、部分政府动态页、海外监管原文、商品及航运原始数据仍有访问缺口；缺口逐条列在文末。本文只做新闻采集、核验、去重和归档，不做行情分析、板块影响判断或 ETF 推荐。

恒等式：16 = 10 + 4 + 2。

Marvell 计划三年内在印度投资 2.5 亿美元并将员工人数翻倍，扩展班加罗尔和海得拉巴业务；印度是其全球第二大研发组织。 关键数字：2.5 亿美元、三年、100 名奖学金学生。 原文短引：「India has become a strategic hub of engineering excellence for Marvell」。 来源：Marvell IR / BusinessWire。 核验状态：official_primary；一手尝试：https://investor.marvell.com/news-events/press-releases/detail/1027/marvell-to-invest-250-million-in-india-expanding-bangalore-facility-to-drive-next-generation-ai-technology-development。

联电批准扩建新加坡 Phase 4 洁净室和台南新厂，2026 年资本支出预算上调至 20 亿美元，2026 至 2027 年合计约 50 亿美元。 关键数字：20 亿美元、约 50 亿美元、687.3 亿新台币、17%。 来源：Reuters via AOL。 核验状态：secondary_primary_unretrieved；一手尝试：https://investor.umc.com/。

Fortinet 将使用 Intel Foundry 制造先进安全芯片，成为 Intel Foundry 首个公开命名客户；报道同时列出 Intel 二季度营收 161 亿美元、代工部门营收 58 亿美元。 关键数字：161 亿美元、58 亿美元、21 亿美元亏损。 来源：Semiconductor Project News。 核验状态：secondary_primary_unretrieved；一手尝试：https://www.intel.com/content/www/us/en/newsroom/home.html。

报道显示中际旭创香港 IPO 定价 980 港元/股，募资 534 亿港元，约 68 亿美元，香港交易预计于周四开始。 关键数字：980 港元/股、534 亿港元、68 亿美元、30 家基石投资者。 来源：City News Service。 核验状态：secondary_primary_unretrieved；一手尝试：https://www.hkex.com.hk/。

Cornerstone Research 与斯坦福法学院报告显示，上半年证券集体诉讼 121 件，AI 相关案件 15 件，AI 案件对应披露美元损失 3850 亿美元，占指数总额 5290 亿美元的 73%。 关键数字：121 件、15 件、3850 亿美元、5290 亿美元、73%。 原文短引：「AI-related cases represented a modest share of total filings but an outsized share of alleged investor losses」。 来源：Cornerstone Research。 核验状态：official_secondary；一手尝试：https://www.cornerstone.com/insights/press-releases/securities-class-action-filings-surge-in-the-first-half-of-2026/。

报道称月之暗面发布 Kimi K3 完整模型权重与技术报告，包含 MoonEP、FlashKDA 和 AgentEnv 三项训练基础设施技术。 关键数字：3 万亿参数级、2.5 倍。 来源：City News Service。 核验状态：secondary_primary_unretrieved；一手尝试：https://www.moonshot.cn/。

韩国金融服务委员会主席表示正在研究限制单一股票杠杆 ETF 投资的措施，上周已提高相关产品现金保证金要求。 来源：City News Service。 核验状态：secondary_primary_unretrieved；一手尝试：https://www.fsc.go.kr/eng/index。

报道显示美国海关官员对越南的中国关联工厂进行现场抽查，评估出口美国前实际增加值及软件知识产权问题，尚未出现支持规避关税指控的重大证据。 来源：Bloomberg 经 City News Service 转述。 核验状态：secondary_primary_unretrieved；一手尝试：https://www.cbp.gov/。

评论文章比较日本、台湾和韩国的 AI 治理制度，提出年度工作层对话、技术工作组和双边项目三阶段合作建议。 来源：Taiwan News。 核验状态：secondary_commentary；一手尝试：https://www.taiwannews.com.tw/en/news/6410525。

报道援引香港 IPO 文件称，Shein 美国业务正接受美国联邦贸易委员会调查，公司表示正在配合。 来源：City News Service。 核验状态：secondary_primary_unretrieved；一手尝试：https://www.ftc.gov/。

计数方式：non_exclusive。同一记录可同时挂多个行业，行业数字不可直接相加；0 条表示已检查并登记。

印度 1 条、中国台湾 1 条、美国 2 条、中国香港 1 条、中国 1 条、韩国 1 条、美国/越南 1 条、日本/中国台湾/韩国 1 条、美国/中国香港 1 条。

已扫描：Marvell IR、Reuters 及其可访问镜像、Cornerstone Research、FCC/FSC/CBP/WTO 官方入口、AI 治理和公司监管公开页面。

未完成或只能取得二手：联电原始 IR、FCC NSD 附件、FOMC 本轮截止后的决议、部分港交所和公司监管文件。

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"https://www.citynewsservice.cn/articles/daily-buzz-29-july-2026-pm9ed56k", "source_domain": "www.citynewsservice.cn", "author": null, "country_region": "中国", "language": "zh-CN", "published_at": "2026-07-29", "updated_at": null, "event_at": "2026-07-29", "fetched_at": "2026-07-29T20:00:00+08:00", "category": "模型发布", "entities": [], "industries": [ "人工智能", "算力" ], "themes": [], "summary": "报道称月之暗面发布 Kimi K3 完整模型权重与技术报告，包含 MoonEP、FlashKDA 和 AgentEnv 三项训练基础设施技术。", "key_facts": [ "报道称月之暗面发布 Kimi K3 完整模型权重与技术报告，包含 MoonEP、FlashKDA 和 AgentEnv 三项训练基础设施技术。" ], "key_numbers": [ "3 万亿参数级", "2.5 倍" ], "raw_quote": null, "primary_source_attempted": true, "primary_source_url": "https://www.moonshot.cn/", "retrieval_status": "secondary_primary_unretrieved", "retrieval_error": "公司原始技术报告未在本轮直取。", "verification_status": "secondary_primary_unretrieved", "is_original_source": false, "is_reprint": false, "related_urls": [], "correction_status": null }, { "news_id": "OVER-007", "canonical_event_id": "OVER-007", "original_title": "韩国金融监管机构研究限制散户杠杆 ETF 投资", "chinese_title": "韩国金融监管机构研究限制散户杠杆 ETF 投资", "source_name": "City News Service", "source_type": "金融监管", "source_level": "secondary", "original_url": "https://www.citynewsservice.cn/articles/daily-buzz-29-july-2026-pm9ed56k", "source_domain": "www.citynewsservice.cn", "author": null, "country_region": "韩国", "language": "zh-CN", "published_at": "2026-07-29", "updated_at": null, "event_at": "2026-07-29", "fetched_at": "2026-07-29T20:00:00+08:00", "category": "金融监管", "entities": [], "industries": [ "银行", "券商" ], "themes": [], "summary": "韩国金融服务委员会主席表示正在研究限制单一股票杠杆 ETF 投资的措施，上周已提高相关产品现金保证金要求。", "key_facts": [ "韩国金融服务委员会主席表示正在研究限制单一股票杠杆 ETF 投资的措施，上周已提高相关产品现金保证金要求。" ], "key_numbers": [], "raw_quote": null, "primary_source_attempted": true, "primary_source_url": "https://www.fsc.go.kr/eng/index", "retrieval_status": "secondary_primary_unretrieved", "retrieval_error": "韩国金融服务委员会原始会议材料未在本轮直取。", "verification_status": "secondary_primary_unretrieved", "is_original_source": false, "is_reprint": false, "related_urls": [], "correction_status": null }, { "news_id": "OVER-008", "canonical_event_id": "OVER-008", "original_title": "美国海关检查越南中国关联工厂以评估原产地合规", "chinese_title": "美国海关检查越南中国关联工厂以评估原产地合规", "source_name": "Bloomberg 经 City News Service 转述", "source_type": "贸易与海关", "source_level": "secondary", "original_url": "https://www.citynewsservice.cn/articles/daily-buzz-29-july-2026-pm9ed56k", "source_domain": "www.citynewsservice.cn", "author": null, "country_region": "美国/越南", "language": "zh-CN", "published_at": "2026-07-29", "updated_at": null, "event_at": "2026-07-29", "fetched_at": "2026-07-29T20:00:00+08:00", "category": "贸易与海关", "entities": [], "industries": [ "通信", "消费电子", "贸易" ], "themes": [], "summary": "报道显示美国海关官员对越南的中国关联工厂进行现场抽查，评估出口美国前实际增加值及软件知识产权问题，尚未出现支持规避关税指控的重大证据。", "key_facts": [ "报道显示美国海关官员对越南的中国关联工厂进行现场抽查，评估出口美国前实际增加值及软件知识产权问题，尚未出现支持规避关税指控的重大证据。" ], "key_numbers": [], "raw_quote": null, 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"category": "AI 治理评论", "entities": [], "industries": [ "人工智能", "半导体" ], "themes": [], "summary": "评论文章比较日本、台湾和韩国的 AI 治理制度，提出年度工作层对话、技术工作组和双边项目三阶段合作建议。", "key_facts": [ "评论文章比较日本、台湾和韩国的 AI 治理制度，提出年度工作层对话、技术工作组和双边项目三阶段合作建议。" ], "key_numbers": [], "raw_quote": null, "primary_source_attempted": true, "primary_source_url": "https://www.taiwannews.com.tw/en/news/6410525", "retrieval_status": "secondary_commentary", "retrieval_error": "本文为评论文章，不作为政府政策原文。", "verification_status": "secondary_commentary", "is_original_source": false, "is_reprint": false, "related_urls": [], "correction_status": null }, { "news_id": "OVER-010", "canonical_event_id": "OVER-010", "original_title": "Shein 在港交所 IPO 文件中披露正接受 FTC 调查", "chinese_title": "Shein 在港交所 IPO 文件中披露正接受 FTC 调查", "source_name": "City News Service", "source_type": "公司监管披露", "source_level": "secondary", "original_url": "https://www.citynewsservice.cn/articles/daily-buzz-29-july-2026-pm9ed56k", "source_domain": "www.citynewsservice.cn", "author": 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