日本央行审议委员田村直树：预计从7月开始关税影响将在数据中体现。近期暂无减持交易所交易基金（ETF）持仓的计划。需要时间来慎重考虑如何处理ETF的持仓。加息对经济的影响较以往有所减弱。

Core Viewpoint - The Bank of Japan's committee member, Naoki Tamura, anticipates that the impact of tariffs will begin to reflect in data starting from July [1] Group 1: Economic Policy - There are currently no plans to reduce holdings in exchange-traded funds (ETFs) [1] - The committee member emphasizes the need for time to carefully consider how to manage ETF holdings [1] - The impact of interest rate hikes on the economy is perceived to be weaker than in the past [1]