全球新闻采集归档｜2026年8月2日08:00—20:00｜海外科技与宏观篇

北京时间 2026 年 8 月 2 日 08:00—20:00，海外科技与宏观单元确认 3 条主记录：日美汇市联合行动的媒体披露、Holcim 出售菲律宾业务控股权、UBS 对 2027 年 HBM 出货份额的预测。窗口内没有另外一条已经打开详情并完成时间核验的海外 AI 或宏观官方发布。本篇为部分采集，不代表海外新闻完整集合。

路透 8 月 2 日北京时间 09:12 的报道援引两名日本政府官员称，日本财务大臣周一拟宣布东京与华盛顿在汇市采取「联合行动」，目标是阻止日元跌至 40 年低点；其中一名官员确认声明会使用「联合行动」措辞。报道写的是官员透露和预期宣布，不是日本财务省已经公开发布的正式公告。1

同一报道提到，市场消息称日美当局在前一周四纽约交易时段分批买入日元；日本央行数据被报道为暗示日本可能干预或卖出 589.7 亿美元，美国财政部长会议笔记中还出现买入日元 50 亿—100 亿美元的待办事项。日本财务省与美国财政部在报道截稿前未作回应，这些数字应保留为路透对消息与文件的转述。1

Holcim 官方临时公告披露，公司已与华新建材签署出售菲律宾业务的协议：先出售 67.623%股权，作价 5.27 亿美元；剩余约 31%股权计划在 3—5 年内退出，并设置 2.8 亿美元最低保底价，整体估值为 8.07 亿美元。交易仍需惯例与监管审批，多数股权预计在 2027 年上半年完成交割。2

公告还给出 Holcim 2025 年净销售额 157 亿瑞士法郎。该条主记录使用官方 ad-hoc 公告；路透报道作为交叉来源，但官方公告未披露的财务影响不在本篇补写。2

Korea Herald 援引 UBS 周日报告称，2027 年全球 HBM 比特出货份额预测为三星 41%、SK 海力士 39%、美光 20%；SK 海力士 2026 年仍以 48%份额居首。UBS 原始报告未直接取得，因此这组数字在本档中标记为「分析师预测的二手转述」，不是已实现的市场份额。3

同一转述称，SK 海力士月产能可能由 2026 年底 23 万片增至 2027 年底 27 万片；三星 7 月 30 日电话会提到 Q3 HBM4 收入环比增逾两倍、HBM4 占下半年 HBM 收入逾 60%，但电话会事实早于本窗口，单独保留为背景，不改写为本期新发布。3

窗口内发布的综述，如果底层事件发生在窗口外，只进入转载账。窗口外或与其他分篇重合的候选逐条进入排除账，不把相关性不足的事件硬塞进主记录。

计数按主记录的非互斥标签计算，0 条表示本窗口未确认新增；不把转载和排除记录的行业标签混入主记录计数。

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