关税谈判“投降”、石破茂辞职，为何日股暴涨、日债下跌？

Group 1 - The core viewpoint of the news is that the announcement of a trade agreement between the US and Japan has led to a significant rise in the Japanese stock market and a drop in government bond prices, reflecting investor optimism regarding tariff uncertainties and political leadership changes [1][3][4] - The trade agreement includes a 15% tariff on Japanese cars, which is lower than the previously feared 25%, and Japan's commitment to invest $550 billion in the US [1][5][8] - Following the announcement, Japan's benchmark stock indices, including the TOPIX and Nikkei 225, rose by over 3%, with notable gains in the automotive sector, particularly Mazda and Toyota, which saw stock price increases of 18% and over 15% respectively [1][5][6] Group 2 - The rise in bond yields is attributed to increased expectations of a rate hike by the Bank of Japan, with the 10-year government bond yield rising by 9.5 basis points to 1.595%, nearing its highest level since 2008 [3][9] - The resignation rumors surrounding Prime Minister Shizo Abe have added to market optimism, as investors believe a leadership change could positively impact Japan's fiscal policy direction [3][6] - The market's focus is expected to shift back to Japan's fiscal outlook, with concerns about potential capital outflows due to the $550 billion investment commitment to the US, which could negatively affect the Japanese economy in the long term [7][9]