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日本首相:美国关税有可能扰乱全球经济秩序

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2025-04-14 05:01:12

日本首相石破茂警告:美国关税政策或引发全球经济动荡,日美贸易谈判面临新挑战



日本首相石破茂周一在国会发表重磅讲话,对特朗普政府近期实施的关税政策发出强烈警告。石破茂明确指出:"美国单边加征关税的行为可能严重扰乱全球经济秩序"——这是日本高层首次使用如此严厉的措辞评价当前贸易局势。



石破茂强调,日本政府将采取双轨策略:一方面寻求与美国在贸易、国家安全等关键领域达成共识;另一方面将深入研究特朗普决策背后的政治逻辑和选民情感因素。"在与美方谈判时,我们必须全面理解对方立场形成的深层次原因",首相在国会质询时如此表示。



值得注意的是,石破茂透露日本政府已做好应急预案,称"虽然目前不考虑追加预算,但我们随时准备采取必要措施,以缓冲美国关税政策对日本经济的冲击"。这番表态暗示日本可能启动财政刺激方案应对贸易危机。



对投资者的影响分析:

1. 避险资产可能受追捧:全球贸易紧张局势升级将推高黄金、日元等避险资产需求

2. 出口企业承压:汽车、电子产品等日本支柱产业面临供应链重构挑战

3. 政策对冲预期升温:日本可能出台的财政刺激措施或利好基建、内需相关板块

4. 汇率波动加剧:美日贸易博弈可能导致日元汇率出现剧烈波动

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