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关税大棒下的9000亿盛宴!特朗普亚洲行揭幕,日韩掏钱美国受益
Sou Hu Cai Jing·2025-10-24 11:56

Core Points - Trump's upcoming visit to Asia is significant, focusing on a substantial financial plan where Japan and South Korea have pledged to invest at least $900 billion in U.S. projects [1][3] - Japan has committed to invest $550 billion, contingent on benefits for its domestic companies, while South Korea is willing to invest $350 billion, seeking to use dollar swap agreements and loan guarantees [1][3] - There is currently no final written agreement between South Korea and the U.S. regarding this investment, with high tariffs on South Korean automobiles being a major obstacle [3] - Experts suggest that Japan and South Korea's commitments are primarily aimed at reducing tariffs and appeasing Trump, rather than being purely investment-driven [4] Investment Commitments - Japan's investment commitment of $550 billion is tied to conditions that favor Japanese companies, as outlined in a memorandum released in September [1] - South Korea's proposed investment of $350 billion includes plans to utilize loan guarantees to avoid economic strain, with ongoing negotiations to finalize details [3] Trade Relations - The investment arrangements are unusual within the trade framework, with Trump asserting he will oversee the allocation of funds to determine beneficiaries [3] - Despite ongoing negotiations, no breakthroughs have been achieved, although Trump remains optimistic about the potential economic benefits from these investments [3] Economic Cooperation - High市早苗's procurement plan, which includes purchasing U.S. goods like pickup trucks, soybeans, and natural gas, aims to foster economic cooperation and goodwill towards the Trump administration [4] - The investment discussions are viewed as a demonstration of U.S. strength ahead of Trump's visit, with international attention focused on the outcomes of these negotiations [4]