全球新闻采集归档｜2026年7月29日补充｜海外科技与宏观篇

采集口径

本轮统计

海外宏观与政策

• 美联储 7 月议息会议第一天开始。 公开报道显示，FOMC 于美国东部时间 7 月 28 至 29 日召开会议；会议开始时联邦基金利率目标区间为 3.50%至 3.75%，截至本窗口结束尚未公布决议。CME 概率和分析师对加息或按兵不动的判断不纳入本篇。1
• 美国 FCC 将新型中国人形机器人、四足机器人和联网逆变器列入限制范围。 Reuters 转述的 FCC 措施于美国东部时间 7 月 28 日发布并即时生效，适用于尚未取得授权的新型号；报道提到 FCC 可撤销既有授权，但未取得 FCC 原始命令文本。2
• 日本熊本县发生 7.1 级地震。 Reuters 报道称，震中位于熊本市以南约 20 公里；研究材料记录截至 7 月 29 日凌晨至少 13 人死亡、387 人以上受伤和 24 人以上失踪，但 Reuters 页面标题和早期信息中的伤亡数字存在时间差，伤亡数字按「截至该时点」保留。Tokyo Electron 熊本两座工厂暂停至周三，TSMC 疏散后逐步恢复，本田熊本摩托车工厂暂停，熊本机场跑道、九州新干线和高速公路受影响；核电站未报告异常。3

科技与公司

• KLA 与 NXP 在窗口内发布或披露季度业绩。 研究材料记录 KLA FY26 第四季度收入约 35.75 亿至 36.6 亿美元，NXP 2026 年第二季度收入约 35 亿美元、同比增长 19%；KLA 数据来自股东信 PDF 但正文未抓取，NXP 数据来自 Fidelity/PR Newswire 汇总。SK 海力士和三星的股价变化、分析师观点及市场反应不纳入。4 5
• 特朗普在白宫会见内塔尼亚胡和泽连斯基。 Reuters 报道称，特朗普在 7 月 28 日会见以色列总理内塔尼亚胡和乌克兰总统泽连斯基，次日称会谈积极。有关乌克兰无人机、伊朗军援和美国对乌援助的其他说法来自摘要或二手简报，未与本条合并。6
• 汽车供应链继续出现关税和零部件成本数据。 Automotive News 7 月 28 日报道，MEMA 研究显示美国关税使最终零部件价格上涨 11%，全球 400 家头部供应商利润率中位数降至 3.5%至 4%；该报道还引述 Toyota 北美采购负责人称供应链来不及作出有意义调整。数据来自行业媒体和研究引用，未取得 MEMA 原始报告。7
• AMD 与韩国科技主管部门签署 AI 卓越中心合作协议。 新西兰外交贸易部 7 月 28 日周报称，AMD 与韩国科学技术信息通信部签署协议，在韩国设立 AI 卓越中心，面向软件开发、联合研发、测试、人才培训及处理器与韩国 AI 芯片的协作。该条使用政府周报作为替代来源，未取得 AMD 或韩国主管部门的单独公告。8

时间窗外与重复处理

全行业覆盖

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JSON 附录

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    {"news_id":"OS-AI-001","canonical_event_id":"amd-korea-ai-excellence-center-20260728","original_title":"Weekly Global Economic Report - 28 July 2026","chinese_title":"AMD与韩国科技主管部门签署AI卓越中心合作协议","source_name":"新西兰外交贸易部","source_type":"government_weekly_report","source_level":"official_secondary","original_url":"https://www.mfat.govt.nz/en/trade/mfat-market-reports/weekly-global-economic-report-28-july-2026","author":null,"country_region":"美国/韩国","language":"en-US","published_at":"2026-07-28","updated_at":null,"event_at":"2026-07-28","fetched_at":"2026-07-29T11:00:00+08:00","category":"科技合作","entities":["AMD","韩国科学技术信息通信部"],"industries":["人工智能","半导体","算力"],"themes":["AI卓越中心","联合研发","芯片生态"],"summary":"政府周报转述AMD与韩国主管部门在韩国设立AI卓越中心的协议。","key_facts":["面向软件开发、联合研发、测试和人才培训","计划连接处理器、AI芯片、内存、网络、服务器和软件","未取得两方单独公告"],"key_numbers":[],"verification_status":"official_secondary_original_party_release_unavailable","is_original_source":false,"is_reprint":false,"related_urls":[],"correction_status":"none_known"}
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