对美投资
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你敢加关税,我就抛售美债?特朗普被反将一军,日本还有2张王牌
Sou Hu Cai Jing· 2025-07-15 05:32
Core Viewpoint - The article discusses the implications of Trump's recent tariff threats against Japan and other countries, highlighting Japan's strong stance and its leverage in the form of U.S. Treasury holdings and investment in the U.S. [1][5][6] Group 1: Trump's Tariff Policy - Trump has threatened to impose a 25% tariff on Japan and South Korea, sending letters to 14 countries and notifying over 100 trade partners about upcoming tariffs [1] - An executive order has been signed to extend the 90-day "reciprocal tariff" measure until August 1 [1] - The approach taken by Trump indicates a lack of willingness to negotiate, aiming to pressure countries into compliance [1][8] Group 2: Japan's Response - Japanese Prime Minister Shigeru Ishiba emphasized the importance of national interests and stated that Japan will not be intimidated in tariff negotiations [3] - Ishiba's government is unlikely to make concessions due to the significant economic implications of U.S. demands, particularly concerning the automotive and agricultural sectors [3][5] - The upcoming Japanese Senate elections add pressure on Ishiba to maintain a strong position against U.S. tariffs [3] Group 3: Japan's Leverage - Japan holds significant U.S. Treasury bonds, which could be used as leverage in negotiations; a potential sell-off of these bonds could threaten the U.S. economy [5][6] - Japan is the largest foreign investor in the U.S., and a withdrawal of investments could lead to increased unemployment and inflation in the U.S., undermining Trump's promises to voters [6] - The presence of these two "trump cards" gives Japan the confidence to stand firm against U.S. tariff threats [5][6] Group 4: Implications of Trump's Strategy - Trump's direct notification of tariff increases suggests a lack of effective negotiation capability and low enforceability of the tariff policy [8] - The inability to reach agreements with countries before the 90-day deadline indicates challenges in managing multiple trade negotiations simultaneously [8]
英伟达等企业高管将造访白宫 料特朗普继续卖力拉投资
news flash· 2025-04-29 00:03
Core Viewpoint - Senior executives from major companies, including Nvidia, Johnson & Johnson, Toyota, Eli Lilly, and SoftBank, are visiting the White House to promote investment in the U.S. as part of an initiative led by President Trump [1] Group 1: Company Involvement - Executives from over 20 leading companies are participating in the White House event aimed at emphasizing investment in the U.S. [1] - Companies like Nvidia, Johnson & Johnson, and Toyota are among those represented, indicating a broad interest from various sectors [1] Group 2: Government Initiatives - President Trump plans to encourage extensive investments in defense, technology, healthcare, consumer goods, and investment funds as he marks his first 100 days in office [1] - Despite concerns from major companies regarding new tariffs, the administration is actively seeking to attract new investments [1] Group 3: Corporate Concerns - Some large corporations have expressed a desire to understand more about trade and government regulations before committing to new investments [1]