三名知情人士透露日本央行內部方針，央行預計於7月30至31日舉行的貨幣政策會議維持短期政策利率1%不變，同時保留後續升息的政策彈性指引。知情人士表示，日本央行或於季度報告小幅上修2026會計年度經濟成長預測；受國際油價回落影響，核心通膨預估則有望下調。不過日圓走弱、薪資上揚與AI產業需求推升的成本壓力，仍讓央行持續警戒通膨過度上行的風險。

Three sources familiar with the Bank of Japan’s thinking stated that the central bank is likely to hold its short-term policy rate steady at 1% at the policy meeting scheduled for July 30–31, while retaining guidance that further rate hikes remain on the table. The sources added that the BOJ may slightly upgrade its fiscal 2026 economic growth forecast in the quarterly report and cut its core inflation projection amid falling oil prices. Still, yen depreciation, rising wages and cost pressures driven by AI demand keep the bank alert to upside inflation risks.