分析师：日元承压加剧，政治动荡削弱日本投资信心

Core Viewpoint - The Japanese yen is under increasing pressure due to political instability, which is undermining investment confidence in Japan [1] Group 1: Political Uncertainty - The recent Japanese upper house elections have reignited political uncertainty, adding to the vulnerabilities following last October's turmoil [1] - This political volatility coincides with the final deadline for Japan-U.S. trade negotiations on August 1, which is expected to amplify pressure on the yen [1] Group 2: Impact on Japanese Stocks - While the depreciation of the yen may benefit export-oriented companies, the surrounding political noise is likely to weaken overall investment confidence [1] - Any reliable resolution to the ongoing issues, although unlikely in the short term, could break a year-long deadlock and refocus attention on Japan's long-term economic outlook [1]