日本政府称经济温和复苏，汽车业受美国贸易政策影响

Core Viewpoint - The Japanese government indicates a moderate economic recovery, but highlights the significant impact of U.S. trade policies on the automotive industry [1] Economic Growth - Japan's economy grew faster than expected in the second quarter, marking the fifth consecutive quarter of expansion [1] - The annualized real GDP growth rate for the second quarter was revised to 2.2%, significantly higher than the initial estimate of 1% [1] - The quarter-on-quarter GDP growth rate was revised to 0.5%, up from the initial estimate of 0.3% [1] Future Projections - The OECD forecasts Japan's economy will grow by 1.1% in 2025, an upward revision of 0.4 percentage points from previous estimates, driven by strong corporate earnings and robust investment [1] Capital Expenditure - The Japanese government notes a "moderate recovery" in capital expenditure due to growth in digital investment and machinery, leading to the first upward revision of assessments since March 2024 [1]