盛宝银行：美日贸易协议5500亿美元投资是政治秀 特朗普将着眼别处

Core Viewpoint - The expectation for breakthroughs in negotiations is low, and the $550 billion foreign direct investment news is perceived more as a political show than a trading catalyst [1] Group 1: Trade Agreement Impact - The reduction of tariffs from 25% to 15% is significant and is expected to boost sentiment in export-driven sectors, although details, particularly regarding automobiles, remain crucial [1] - The agreement strategically allows Japan to avoid immediate tariff escalation, while shifting Trump's focus elsewhere [1] Group 2: Market Reaction - The announcement provides a short-term relief for the Japanese stock market, reflecting a mild upward surprise from Trump's statement [1]