日本首相施政演讲：打破“过度财政紧缩” 暂停食品消费税 加大投资AI等产业

Core Viewpoint - Japanese Prime Minister Sanae Takaichi reiterated a two-year suspension of consumption tax on food, which is a key part of her strategy to break "excessive fiscal tightening" and revitalize the Japanese economy [1][2]. Group 1: Fiscal Policy and Economic Strategy - Takaichi emphasized the need for "responsible and proactive fiscal policy" to boost long-term investments in sectors such as artificial intelligence, chips, and shipbuilding, aiming to enhance Japan's potential growth rate [1][2]. - The government plans to implement a multi-year budget framework to make policies more predictable for businesses, moving away from the current single-year budget system [3]. Group 2: Market Confidence and Fiscal Discipline - In response to growing market concerns, Takaichi committed to setting specific indicators to measure progress in fiscal reform, ensuring that the government will not adopt reckless fiscal policies that could undermine market confidence [3]. - The government intends to seek fiscal revenue by cutting some existing subsidies and aims to keep the growth rate of debt within the economic growth rate, gradually reducing Japan's debt-to-GDP ratio to ensure fiscal sustainability [3].