金十数据7月16日讯，日本短观调查显示，尽管对美国关税的担忧持续，但主要得益于半导体行业复 苏，日本7月制造业信心略有改善，且预计未来几个月将进一步增强。月度调查结果显示，7月制造业景 气判断指数从6月的正6升至正7，而服务业景气判断指数连续第三个月保持在正30不变。在制造业中， 电子机械行业指数从6月的负16升至7月的负4，化学品指数从正12升至正18，部分企业指出是由于芯片 需求好转。一位橡胶制造商主管，"半导体行业的一些领域出现了光明前景，但其他领域仍然停滞不 前。"相比之下，包括日本关键汽车行业在内的运输机械行业指数从6月的正20降至正9，一些企业主管 称美国的25%汽车关税对出口量和成本造成影响。服务业总体涨跌互现，批发商信心改善，但房地产、 零售、IT和运输行业的信心较6月下降。 尽管美国关税担忧未减 日本7月制造业信心回升 ...

意大利6月Istat制造业信心指数 87.3，预期87，前值由86.5修正为86.6。 ...

Core Viewpoint - The French manufacturing confidence index for June reported at 96, which is below the expected 97 and the previous value of 97 [1] Group 1 - The manufacturing confidence index indicates a decline in sentiment among manufacturers in France [1] - The current index of 96 suggests a weaker outlook compared to market expectations [1] - The unchanged previous value of 97 highlights a stagnation in confidence levels [1]

日本第二季度BSI大型非制造业信心指数 -0.5，前值4.1。 ...

Group 1 - The core point of the article indicates that Japan's BSI (Business Sentiment Index) for large manufacturing companies in the second quarter has decreased to -4.8, down from a previous value of -2.4, reflecting a decline in business confidence among large manufacturers [1]

Group 1 - The core viewpoint of the article indicates that France's INSEE business confidence index for May is at 96, which is below the expected 97 [1] - The INSEE manufacturing confidence index for May is reported at 97, also falling short of the anticipated 99 [1]

Core Insights - The French INSEE manufacturing confidence index for May is reported at 97, which is below the expected 99 and the previous value of 99 [1] Group 1 - The manufacturing confidence index indicates a decline in sentiment among manufacturers in France [1] - The current index value of 97 suggests a weaker outlook compared to market expectations [1] - The unchanged previous value of 99 highlights a notable shift in confidence levels [1]

Group 1 - The core point of the article is that Italy's Istat manufacturing confidence index for April is reported at 85.7, which exceeds the expected value of 85.4 and is a revision from the previous value of 86 [1] Group 2 - The manufacturing confidence index indicates a slight decline from the previously reported value, which was revised down from 86 to 86 [1]