特朗普9000亿美元投资要求碰壁 日韩持谨慎态度

Group 1 - The investment demands from the U.S. President Donald Trump, totaling $900 billion, face resistance from South Korea and Japan, with South Korea's National Security Advisor stating that the $350 billion cash requirement is unrealistic [1] - South Korea and the U.S. reached a $350 billion investment commitment in July as part of a broader trade agreement aimed at reducing U.S. tariffs from 25% to 15%, but there are still disagreements on the investment plan's arrangement [1][2] - Japan has also made a similar $550 billion investment commitment, but the specifics of implementation remain unclear, raising concerns among South Korean officials [1][3] Group 2 - South Korea's Prime Minister emphasized that without a currency swap agreement with the U.S., the $350 billion investment could severely impact the South Korean economy, representing over 80% of its foreign exchange reserves [1] - Japan's potential reevaluation of the investment agreement is indicated by a leading candidate for the ruling party, who stated that any unfairness in the agreement would necessitate renegotiation [2] - The U.S. prefers cash investments over loans, as communicated by the U.S. Secretary of Commerce to South Korean officials [2] Group 3 - A memorandum of understanding signed earlier this month stipulates that Japan must raise funds within 45 working days once the U.S. selects the investment projects funded by Japan [4] - The funding for Japan's $550 billion investment is primarily expected to come from the Japan Bank for International Cooperation (JBIC) and the Nippon Export and Investment Insurance (NEXI), which will not fund projects that are not beneficial to Japan [4][5] - Only 1-2% of the $550 billion is expected to be actual investments, with the remainder being loans and loan guarantees [5]