日美说法互搏，5500亿美元投资恐成“空头支票”

Core Points - The trade agreement between the US and Japan involves a commitment from Japan to invest up to $550 billion in the US, primarily in core industries, with 90% of the profits reportedly going to the US [1][2][3] - There is a significant discrepancy in the interpretation of the agreement between the two countries, particularly regarding the profit-sharing model and the lack of a formal written or legally binding agreement [2][3][5] - Japan's investment is framed as a means to secure lower tariffs, with the US reducing the tariff rate from 25% to 15% on certain goods [2][6] Investment Details - The US Secretary of Commerce stated that Japan's role would be as a "banker" for financing projects in strategic industries such as semiconductors and shipbuilding, in exchange for tariff reductions [2][5] - Japan's commitment includes an immediate increase in imports of US agricultural products, specifically a 75% increase in US rice imports and a procurement of $8 billion worth of various US products [5][6] - The agreement also includes a reduction in the total tax rate on Japanese imported cars from 27.5% to 15%, with no quantity limits imposed under the new rate [6][7] Political Context - The agreement was reached shortly after Japan's recent electoral losses, raising concerns about the stability of the Japanese government and potential renegotiations in the future [5][6] - Japanese officials have expressed that the $550 billion figure is not a guaranteed target but rather a maximum investment potential, indicating a lack of commitment to specific amounts [3][5] - The US Treasury Secretary indicated that the US would closely monitor Japan's adherence to the agreement, suggesting that tariffs could revert if Japan fails to meet expectations [7]