“黑天鹅”突袭！刚刚直线跳水！

Group 1: Political Developments in Japan - The resignation of Japanese Prime Minister and Liberal Democratic Party (LDP) President Shigeru Ishiba has led to a significant drop in the yen, with the USD/JPY exchange rate rising by 0.79% [2][3] - Ishiba announced his resignation during an emergency press conference, expressing his responsibility for the party's previous election failures and the need to restore public trust in politics [4][5] - The LDP is expected to hold a presidential election to select a new prime minister, with candidates having 1-2 weeks for internal campaigning and voting [5][6] Group 2: Market Reactions - Following Ishiba's resignation, the Nikkei 225 index rose by 1.81%, and the Tokyo Stock Exchange index increased by 1.05% [4] - Analysts predict increased market volatility due to the high political instability in Japan [5][6] Group 3: US-Japan Trade Agreement - The details of a $550 billion strategic investment from Japan to the US have been revealed, with the US President having final decision-making authority on investment projects [8][10] - If Japan refuses to fund selected projects, it risks facing new tariffs from the US [8] - The profit distribution mechanism in the agreement stipulates that after Japan recoups its initial investment, the US will receive 90% of future profits while Japan will only receive 10% [9][10] Group 4: Strategic Investment Focus - The $550 billion investment will target key strategic sectors identified by Washington, including semiconductors, pharmaceuticals, critical minerals, shipbuilding, energy, artificial intelligence, and quantum computing [10]