全球新闻采集归档｜2026年7月31日08:00—20:00｜海外科技与宏观篇

本篇覆盖北京时间 2026 年 7 月 31 日 08:00—20:00。主记录为 10 个去重事件，包含日本央行、欧元区与法国通胀、半导体/汽车供应链公司披露；本篇按新闻候选账本计 raw_news_count=14、deduplicated_event_count=10、reprint_count=0、excluded_count=4，满足 14=10+0+4。其中 8 条完全核验、2 条部分核验；Sony、住友商事候选因一手文件不可用而排除，Insee 和 Comet 的时间精度仍有限。

日本央行 7 月 31 日货币政策会议以 8 比 1 决定将无担保隔夜拆借利率维持在约 1.0%，一名委员主张提高到约 1.25%。1

日本央行 7 月展望报告给出的多数委员预测中值为：2026 财年实际 GDP 增长 0.6%、剔除生鲜食品 CPI 上涨 2.5%；2027 财年分别为 0.8%和 2.4%。报告将全球 AI 相关需求、中东局势和汇率变化列为潜在风险，并称 CPI 风险偏向上行。2

Eurostat 发布的 7 月欧元区调和消费者物价指数年率初值为 2.9%，6 月为 2.8%；环比初值为 0.2%。自 2026 年 1 月起，统计口径包含保加利亚，区域标记为 EA21。3

法国国家统计与经济研究所公布的 7 月 CPI 同比初值为 2.1%，6 月为 1.8%；环比初值为 0.6%，HICP 同比初值为 2.4%。页面未暴露本次发布的准确时钟，不能据此补写分钟；官方说明服务业、能源等项目对变动有贡献。4

联发科公布二季度合并营收 152,183 百万新台币，毛利率 46.2%，净利润 24,605 百万新台币，EPS 为 15.28 新台币。公司称面向美国主要云服务客户的首款 AI 加速器 ASIC 已完成，预计 2026 年第四季度量产；公司预计 2026 年数据中心收入超过 20 亿美元，并把 2027 年数据中心 SAM 份额目标从 10%—15%上调至 15%—20%。5 6

瑞萨电子公布二季度 IFRS 营收 4,184 亿日元、营业利润 1,021 亿日元、归母净利润 1,492 亿日元；Non-GAAP 营收为 4,053 亿日元、营业利润为 1,327 亿日元。7

瑞萨预计截至 2026 年 9 月 30 日的九个月 Non-GAAP 营收为 1,200,113 百万至 1,215,113 百万日元，毛利率 58.2%、营业利润率 33.0%；预测汇率假设为 158 日元兑 1 美元、184 日元兑 1 欧元。8

Forvia 上半年销售额为 105.09 亿欧元，同比下降 4.3%，有机下降 1.9%；营业利润为 6.32 亿欧元，同比增长 1.6%，营业利润率为 6.0%。公司确认 2026 财年销售额 200 亿—210 亿欧元、营业利润率 6.0%—6.5%、净现金流至少占销售额 3.0%的指引。9

Comet 披露上半年净销售额 2.398 亿瑞士法郎，同比增加 5.6%，按固定汇率增加 12.7%；二季度销售额 1.335 亿瑞士法郎，EBITDA 为 3,140 万瑞士法郎。公司给出的 2026 财年指引为净销售额 5.40 亿—5.70 亿瑞士法郎、EBITDA 利润率 14.0%—17.0%。官方 EQS 详情页不可用，分发页面的可见时区和结构化元数据冲突，因此本条标为部分核验。10

Hanon Systems 公布二季度营收 2,875.2 十亿韩元、营业利润 103.7 十亿韩元；上半年营收 5.62 万亿韩元，同比增长 2.7%，电动化业务占总营收 31%。公司官网一手详情未取得，本条使用具体发行详情页并标明降级。11

计数方法为 non_exclusive，多标签事件不可直接相加；0 表示本篇窗口内没有形成可用事实。

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