编者荐语： 《智能手机新法》 ，将于2025年12月18日在日本正式施行。 日经Gaming是2025年7月创刊的"以商业视点出发的游戏媒体"。日经BP利用在经营、技术、消费、营销 各领域培养的采访力、信息发布力，从商业角度出发，发布游戏及其周边产业的最新动向、商业模式。 以下文章来源于日经Gaming ，作者佐野正弘 日经Gaming . 商业视角的日本游戏媒体。日经BP旗下。 对提供智能手机操作系统等基础软件的平台运营商进行规制的所谓 该法律将对日本国内智能手机游戏的未来产生深远影响。本期日经Gaming将聚焦于影响最大的应用商 店相关制度，分析手机新法给游戏App发行商带来的变化。 引自日本公正交易委员会《手机软件竞争促进法》概要 出处：日本公正交易委员会 2025年12月18日，一部将对日本IT行业整体产生重大影响的法律正式生效。 这部法律名为《关于促进 智能手机特定软件相关竞争的法律》，俗称"智能手机新法"。 该法律主要针对提供智能手机所必需的"特定软件"（如操作系统、网络浏览器、搜索引擎、应用商店 等）并达到一定规模的企业，规定了禁止行为和应采取的措施。欧盟已先行实施了治理此类平台运营商 的《数字 ...

Core Viewpoint - The article discusses the economic outlook for Japan in 2026, emphasizing the need for responsible fiscal policies to enhance national strength and the potential impact of international relations on the economy [4][5]. Group 1: Economic Outlook - Prime Minister Kishi Nobuo stated that Japan needs responsible and proactive fiscal measures to strengthen national power, highlighting that improving corporate profits will lead to wage increases and increased consumption, creating a virtuous cycle [4]. - Tsutsui Yoshinobu, president of Keidanren, noted that 2025 would be a pivotal year for Japan amid significant changes in the political and economic landscape due to international turmoil [4]. - Nomura Real Estate Holdings' president predicted that with wage increases and government policies, the economy would remain robust, and real estate prices would continue to rise due to asset effects from a strong stock market [5]. Group 2: Concerns and Risks - Concerns regarding U.S. tariff policies were raised, with Mitsubishi Electric's president expressing the need for the Japanese government to support small and medium-sized enterprises and reduce tax burdens [5]. - The 2026 government budget is expected to exceed 120 trillion yen, marking a historical high, while the Bank of Japan has raised policy interest rates to 0.75%, the highest in 30 years [6]. - Morgan Stanley's chief economist expressed concerns about the effectiveness of fiscal measures in addressing inflation, warning that a combination of fiscal expansion and delayed monetary policy adjustments could increase market volatility [6].

Core Viewpoint - The Hong Kong stock market is expected to see a surge in IPOs from mainland Chinese companies, particularly in the AI sector, with projected fundraising reaching 350 billion HKD in 2026, a nearly 30% increase from 2025 [2][7]. Group 1: Market Activity and Projections - In 2026, several AI-related companies from mainland China, including Shanghai Biren Technology, are preparing for IPOs in Hong Kong, with expected fundraising of 350 billion HKD, marking a significant increase from 2025 [2][7]. - The Hong Kong IPO market is projected to be very active, with KPMG estimating that the total fundraising from new listings (including secondary listings) in 2025 could exceed 272 billion HKD, more than three times the previous year [7]. - The optimistic forecast for 2026 indicates that the fundraising could reach 350 billion HKD, which would be the highest level since 2021 [7]. Group 2: Key Companies and Valuations - Biren Technology plans to list in Hong Kong on January 2, 2026, with a projected market capitalization of up to 46.2 billion HKD, aiming to accelerate R&D with the raised funds [4]. - Other notable companies preparing for IPOs include SHEIN (valued at approximately 30 billion USD), Xiyun Information Technology (17 billion USD), and emerging AI firms like Qiyu Technology (3.7 billion USD) and Beijing Zhiyu Huazhang Technology (3 billion USD) [8]. Group 3: International Investment Dynamics - There is an increasing interest from European and American investors in mainland Chinese tech stocks, with UBS upgrading the investment rating for these stocks to "most attractive" [9]. - The Chinese government is actively promoting leading enterprises to list in Hong Kong, which is seen as a move to enhance Hong Kong's role as a gateway for overseas capital [9]. - The active Hong Kong market has raised concerns among U.S. lawmakers, who fear that American investments flowing into Chinese tech companies could pose a national security threat [9][10].

出席内阁会议的日本首相高市早苗等人（23日上午、首相官邸） 计划明确指出，将利用属于日本优势的高质量数据和高质量通信环境，"通过AI创新展开反攻"。日本首 相高市早苗表示，"将投资超过1万亿日元用于推进AI相关措施"…… 将充实用于评估AI可靠性和安全性的机构。将启动评估AI安全性、制定开发和利用方面安全标 准的政府机构"人工智能安全研究所（AISI）"的改革。人员将从目前的约30人翻一番，扩充 对AI生成过程等具有知识的专业人才的接纳体制。 此外，日本将推进AI在政府内部的应用。中央省厅将营造能在业务中正式使用AI的环境。数字 厅制作的政府专用AI"源内"将分发给全体雇员。除了用AI代替国会答辩的制作之外，还将辅 助政府审查并批准文件的工作。 日本政府将支援地方自治体利用AI，以应对日益严重的人手不足问题。AI可以补充行政的作 用，在人手不足的一线有助于维持服务水平。 为了提高可靠性，日本将努力应对风险。此外，还将应对已成为社会问题的、利用AI制造假视 频和图片的"深度伪造（DeepFake）"等滥用AI的事件。将跨省厅应对使用AI的网络攻击等。 除了基本计划之外，日本政府19日还制定了AI研发指南。就开发 ...

Group 1 - The Japanese Finance Minister, Katsunobu Kato, stated the need to take measures against excessive volatility in the currency market, emphasizing that there is ample operational space to do so [2] - Kato expressed skepticism about the current exchange rate movements, suggesting they do not reflect the economic fundamentals, with the USD/JPY trading around the mid-156 yen range [4] - Following the recent monetary policy meeting of the Bank of Japan, there has been a notable depreciation of the yen and appreciation of the dollar, leading to increased market vigilance regarding potential currency interventions by the Japanese government and central bank [4] Group 2 - The yield on newly issued 10-year government bonds reached 2.1% on December 22, marking a nearly 27-year high, raising concerns about deteriorating fiscal conditions [5] - Kato clarified that not every fluctuation in interest rates is directly linked to changes in fiscal conditions, reiterating the commitment to advancing sustainable fiscal policies [5]

Core Viewpoint - The depreciation of the yen and the rise in long-term interest rates in Japan are causing concerns about inflation and the government's fiscal policies, leading to increased selling of Japanese government bonds and the yen [2][9]. Group 1: Interest Rates and Currency - Japan's long-term interest rate has risen to 2.100%, with the 10-year government bond yield reaching a new high since July 23, increasing by 0.085% [4]. - The 5-year government bond yield has also risen to 1.535%, marking a 17.5-year high [4]. - The depreciation of the yen is attributed to the belief that the Bank of Japan will not accelerate interest rate hikes, with the yen falling to around 157 yen per dollar [5][7]. Group 2: Market Reactions and Predictions - Market participants expect the yen to depreciate further, potentially reaching 160 yen per dollar, with predictions of a rate hike by the Bank of Japan not expected until October 2026 [8]. - Concerns are growing that the depreciation of the yen will lead to increased import prices and domestic inflation, with the government’s 2026 budget expected to exceed 120 trillion yen, the highest ever [9]. - The Tokyo stock market has seen a rise, with the Nikkei index surpassing 50,000 points, driven by expectations of improved corporate profits due to yen depreciation [10]. Group 3: Economic Implications - Rising long-term interest rates may suppress personal consumption and corporate investment, potentially impacting economic growth [10]. - The market is reacting to the Bank of Japan's slow response to inflation concerns, with fears that both monetary and fiscal policies are not adequately addressing rising prices [9].

Core Viewpoint - The relationship between India and the United States, which has been strengthening since the 2000s, is now facing significant challenges, particularly due to Prime Minister Modi's deepening distrust of President Trump, which may hinder future cooperation [2][4][7]. Group 1: Historical Context - During the Cold War, India aligned itself with the Soviet Union while maintaining a non-aligned stance, receiving military support from the USSR after the 1962 Sino-Indian conflict [2]. - The geopolitical landscape shifted in the 2000s, leading to a rapprochement between India and the U.S., highlighted by the 2008 nuclear agreement, driven by mutual concerns over China [4]. Group 2: Current Tensions - Modi's distrust of Trump has intensified, particularly after Trump's claims regarding the India-Pakistan ceasefire, which Modi believes undermines India's military strength [7][10]. - Trade tensions have escalated, with Trump raising tariffs on Indian goods, further straining relations [10]. Group 3: Strategic Implications - India's dissatisfaction with the U.S. is growing, as there are doubts about America's reliability as a partner in countering China, especially given Trump's preference for bilateral negotiations with China [10][11]. - The U.S. has shown a tendency to prioritize its interests in the Americas, which raises concerns in India about its strategic alignment with the U.S. [10][11]. Group 4: Future Directions - To mitigate security risks, India is likely to seek alternatives outside of the U.S., potentially strengthening ties with Russia and easing tensions with China [11]. - Despite current challenges, there remains a belief in India that the relationship with the U.S. will not significantly regress, depending largely on Trump's future actions [11].

Group 1 - The core viewpoint of the article highlights the high approval ratings of Prime Minister Sanna Takashi's cabinet, which have consistently exceeded 70% from October to December, similar to the early stages of previous long-term administrations like those of Junichiro Koizumi and Shinzo Abe [2][4] - The approval rating of Takashi's cabinet reached 75% in a survey conducted from December 19 to 21, maintaining a high level since her administration began [4] - Factors contributing to the rise in approval ratings include public expectations regarding the Prime Minister's character and leadership abilities, with 41% citing trustworthiness and 38% citing leadership skills as primary reasons [6] Group 2 - Despite the high approval ratings for the cabinet, the support rate for the ruling Liberal Democratic Party (LDP) has declined, dropping 4 percentage points to 37% in December compared to November [7] - There is a prevailing view within the LDP that a general election will not occur until at least spring 2026, allowing time for the implementation of policies outlined in the supplementary budget [7] - The main risk factor for the administration is the cooling of Japan-China relations, particularly in light of Takashi's statements regarding Taiwan, which have drawn criticism from China [8]

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Group 1 - The core focus of the article is on the analysis of visitor satisfaction regarding Japanese cuisine, particularly highlighting ramen as the most favored dish among foreign tourists visiting Japan [5][6]. - The analysis is based on approximately 100,000 personal responses collected from the Japan Tourism Agency's "Inbound Visitor Consumption Trends Survey," which provides insights into the food preferences of foreign visitors [6][8]. - Ramen, specifically "ramen and dipping noodles," accounts for 19.3% of the responses, making it the most popular choice, followed by sushi at 13.9% and grilled meat at 11.9% [6][8]. Group 2 - The article categorizes the food preferences of foreign tourists, indicating that meat dishes are particularly well-received, with various types of grilled meat and other meat dishes collectively exceeding 20% in popularity [6][8]. - The survey results suggest that traditional Japanese dishes like sushi and tempura are commonly associated with Japanese cuisine, but ramen has emerged as the top choice among visitors [5][6].