美媒：日企因关税逆风削减投资，企业情绪正在降温

Group 1 - Japanese companies are reducing investments due to the adverse effects of tariffs, with non-software capital spending declining by 0.3% in the last quarter, marking the first decrease in five quarters [1] - The decline in corporate spending reflects increased caution among Japanese firms in response to challenges posed by U.S. tariff policies, with a fixed import tariff of 15% on all Japanese goods implemented in September [1] - The impact of U.S. tariffs on industries such as automotive is significant, with profits in the transportation machinery sector dropping by 14.0% from July to September [1] Group 2 - Japan's manufacturing activity has contracted for the fifth consecutive month, with the PMI recorded at 48.7 in November, indicating weak demand [2] - New orders in the manufacturing sector continue to decline, extending a downward trend that has lasted for two and a half years [2] - Rising inflation pressures are evident, with overall input costs for Japanese companies increasing at the fastest rate in six months, primarily due to rising labor and raw material costs [2]