中日之间的商业活动开始受到影响。日本企业的中国法人高管表示，"受此次问题影响，与政府系企业 的商业谈判无法进行"。另一家日本企业高管表示，已决定在中国的社交网络上减少对自己产品的宣 传…… 围绕日本首相高市早苗关于"台湾有事"的发言和中国驻大阪总领事薛剑的发言，中日之间商业往来的停 滞令人担忧。由于中国政府提醒中国公民避免赴日，中国国有大型航空公司11月15日宣布涉日机票可免 费退改。旅游业界出现了担心访日游客减少的声音。 中国国际航空、中国南方航空、中国东方航空等三家航空公司同时发布通知，涉日机票可免费退改。对 象是以东京和大阪等日本为出发和目的地的航班，期间为11月15日至12月31日。此外，四川航空和海南 航空等也发出了类似通知。 在中国，中日之间的商业活动开始受到影响。日本企业的中国法人高管表示，"受此次问题影响，与政 府系企业的商业谈判无法进行"。另一家日本企业高管表示，已决定在中国的社交网络上减少对自己产 品的宣传。 全日空（ANA）和日本航空（JAL）表示，截至11月15日没有出现取消预订的情况。日本航空旗下的春 秋航空日本(Spring Japan)也表示："没有大的变化"。酒店和百货商店受到 ...

日经GO 《鬼灭之刃》在中国上演"全集中" 原创 阅读全文 ...

Core Viewpoint - The article discusses the ongoing U.S. government shutdown, which has reached a record 37 days, primarily focusing on the contentious budget discussions between the Republican and Democratic parties regarding healthcare spending, particularly Medicare and Medicaid [6]. Group 1: Government Shutdown and Budget Discussions - The U.S. government shutdown has entered its 37th day, setting a new record for the longest shutdown in history [6]. - The core issue in the budget discussions is healthcare spending, which includes Medicare, Medicaid, and Social Security [6]. - Medicare spending is approximately $2.4 trillion, with $1.7 trillion allocated to Medicare and $700 billion to Medicaid, while Social Security spending amounts to $1.5 trillion [6]. Group 2: Financial Implications - The combined spending on Medicare, Medicaid, and Social Security accounts for over half of the federal budget expenditures [6]. - On average, this spending translates to over $7,000 per person for the U.S. population of 340 million [6].

日本外务省亚洲大洋洲局长金井正彰将从11月17日起访问中国，金井正彰预计将向中方说明，日本政府 以往强调的"台湾海峡和平与稳定十分重要"的立场并未改变…… 日本外务省亚洲大洋洲局长金井正彰将从11月17日起访问中国，将与中国外交部亚洲司司长刘劲松等人 举行会谈。围绕日本首相高市早苗在国会上有关"台湾有事"的答辩，以及对此作出反应的中国驻大阪总 领事在社交媒体上的发文，中日对立不断加深，金井正彰此行旨在寻求缓和局势。 中国外交部14日提醒中国公民近期避免赴日旅行。16日中国教育部也发布通知，要求慎重考虑赴日本留 学计划。对立迅速升级，已陷入可能影响两国民间交流的局面。 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 日经中文网 https://cn.nikkei.com 视频号推荐内容： 高市早苗在11月7日的众院预算委员会上答辩称，如果对台湾发生武力攻击，有可能成为存亡危机事 态。如果政府认定为此类事态，日本将能够行使对与其关系密切的他国的集体自卫权。自卫队也可获命 进行防卫出动。 中国方面认为此番言论暗示了可能对台湾海峡进行武力介入。金井正彰预计将向中方说明，日本政府以 往强调的" ...

中国教育部表示："近段时间以来，日本社会治安不靖，针对中国公民的违法犯罪案件多发"。截至2024 年5月，日本约有12.3万名中国留学生。比上年增加7%，占全体留学生的约37%…… 日经中文网 https://cn.nikkei.com 中国教育部11月16日发布留学预警，建议中国公民谨慎规划赴日留学安排。教育部表示："近段时间以 来，日本社会治安不靖，针对中国公民的违法犯罪案件多发"。 2003年，中国教育部鉴于日本收紧外国留学生的接收条件，也曾敦促本国国民慎重判断赴日留学。像这 次以治安形势为由要求避免赴日留学的情况实属罕见。 与此相关，香港政府也于15日呼吁居民前往日本时提高警惕。香港保安局在外游警示网页的"其他资 讯"一栏中，更新有关日本的资讯，提到"从2025年中起，中国公民在日本遇袭事件的趋势渐增"。 日本经济新闻（中文版：日经中文网）田岛如生 北京报道 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 东京大学（资料图，与本文无直接关联） 中日两国以日本首相高市早苗7日关于"台湾有事"的发言为契机，对立正在加深。中国政府14日提醒中 国公民近期避免赴日。留学预警被认为是后 ...

Core Viewpoint - Japan's GDP for the third quarter of 2025 shows a decline, marking the first negative growth in six quarters, with a seasonally adjusted real value down 0.4% from the previous quarter, translating to an annualized decrease of 1.8% [2][4]. Economic Performance - The actual GDP size for July to September, annualized, is 561.7 trillion yen [5]. - Exports decreased by 1.2%, marking the first negative growth in two quarters, primarily affected by U.S. tariff policies leading to reduced automobile exports [5]. - Imports fell by 0.1%, the first negative growth in three quarters, influenced by declines in oil, natural gas, and air travel-related sectors [5]. - Private residential investment saw a significant drop of 9.4%, the first negative growth in three quarters, due to stricter housing energy standards implemented in April [5]. Consumer Behavior - Personal consumption increased by 0.1%, maintaining positive growth for six consecutive quarters, although the growth rate has slowed [5]. - The hot summer contributed to increased sales in beverages, including alcoholic drinks, and growth in dining services, while autumn clothing sales and automobile consumption showed significant weakness [5]. Investment Trends - Equipment investment grew by 1.0%, marking the fourth consecutive quarter of increase, driven by labor shortages prompting automation investments and ongoing expansion in software investment [6].

Group 1 - The relationship between China and Japan, which had shown signs of improvement in the economic sector, is now shifting towards confrontation due to remarks made by Japanese Prime Minister Kishi Nobuo regarding Taiwan [2][5] - China's response to Kishi's comments has included a call for citizens to postpone travel to Japan, indicating that the situation is beginning to impact the real economy [2][4] - The diplomatic communication channels between the two countries have become strained, with Japan expressing concern over China's travel advisory and urging appropriate responses from the Chinese side [4] Group 2 - Kishi's remarks in the Japanese Diet on November 7 discussed a hypothetical scenario involving military action in Taiwan, suggesting that Japan might engage militarily to support the U.S. if a crisis arises [5][6] - The Chinese government and state media have reacted strongly to Kishi's statements, warning that any misjudgment by Japan could lead to aggressive actions, which would be met with a strong response from China [6]

Core Insights - The global semiconductor sales in September increased by 25.1% year-on-year, reaching $69.47 billion, marking the 23rd consecutive month of growth [2] - The strong demand for generative AI in the U.S. market contributed to a 30% year-on-year increase in sales [2] - September sales grew by 7.0% compared to August [4] Regional Performance - Sales in the Americas reached $22.52 billion, up 30.6% year-on-year [6] - European sales amounted to $4.69 billion, reflecting a 6.0% year-on-year increase [6] - China's sales were $18.69 billion, with a year-on-year growth of 15.0% [6] - Sales in the Asia-Pacific region, excluding Japan and China, surged by 47.9% to $19.78 billion [6] - Japan's sales declined by 10.2% to $3.78 billion, attributed to a lower number of domestic companies involved in semiconductor assembly [6] Market Composition - Although specific sales category data was not disclosed, it is estimated that memory and logic semiconductors constitute a significant portion of the sales [6] - The price of dynamic random-access memory (DRAM) continues to rise in bulk transactions [6]

Core Insights - Shin-Etsu Chemical has developed a large "QST substrate" for the manufacturing of gallium nitride (GaN) semiconductors, which supports high voltage above 650 volts, helping to reduce power loss [2][4] - The company aims to enhance power control efficiency for AI data centers and electric vehicles (EVs) through its innovative materials and production methods [2][4] Group 1: Product Development - The newly developed 300mm substrate allows for the production of GaN transistors that can handle high voltage, which is crucial for energy efficiency [2][4] - The GaN layer's thickness is directly related to its ability to withstand high voltage, with thicker layers providing better performance [4] Group 2: Production Efficiency - Shin-Etsu's substrate minimizes warping issues that previously hindered the scaling of GaN on standard silicon wafers, enabling larger production [4] - The company plans to establish mass production of the 300mm substrate within two to three years, collaborating with imec to develop transistors capable of withstanding over 1200 volts [4] Group 3: Market Applications - The technology is particularly beneficial for data centers, which have high energy consumption, and for onboard chargers in electric vehicles [4]

Core Insights - The article discusses the rapid integration of AI in the U.S. and its implications for employment, particularly among college graduates, highlighting a shift towards vocational training as a response to job market changes [2][4][6]. Employment Trends - Enrollment in vocational training schools teaching skills like plumbing and carpentry increased by 12% in spring 2025, significantly outpacing the 4% growth in college enrollment [4]. - Concerns about job security due to AI have led 77% of surveyed parents of Gen Z to prioritize choosing "jobs that are hard to automate" [4]. AI's Impact on Job Market - Ford's CEO predicts that AI could reduce white-collar jobs by half, emphasizing the importance of skilled labor and encouraging youth to pursue vocational training [6]. - The unemployment rate for the 20-24 age group rose from 7.5% in December 2024 to 9.2% in August 2025, indicating a significant impact on young college graduates [7]. Software Development Employment - A study from Stanford University estimates that employment in software development for ages 22-25 decreased by approximately 20% from mid-2022 to July 2025 due to AI advancements [9]. - The rise of AI in customer service roles is also noted, with AI applications becoming more prevalent [9]. Economic Resilience Amid Job Loss - Despite job losses in certain sectors, the overall U.S. economy remains robust, partly due to booming investments in data centers, which are projected to reach $7 trillion globally by 2030, with the U.S. accounting for 40% [9]. Electricity Demand and Pricing - The U.S. is experiencing a shift in electricity demand, with projections indicating record highs in 2024 and 2025, primarily driven by data centers [10]. - Electricity prices have increased by 5% year-on-year as of July 2025, with some regions near data centers seeing prices double over the past five years [11]. Infrastructure Challenges - New data centers can be built in about two years, while new power plants typically take 5-10 years, leading to potential supply-demand gaps [12]. - The extension of coal-fired power plants, which contradicts decarbonization efforts, is being considered to meet rising electricity demands [12]. AI Policy and Competition - The U.S. is focusing on accelerating AI development through the "AI Action Plan," contrasting with previous administrations' emphasis on AI safety [13]. - Concerns are raised about the competitive landscape with China, as the gap in AI model capabilities narrows, prompting the U.S. to tighten semiconductor export controls while fostering domestic innovation [13].