不过，日本企业对"特朗普关税"的担忧也很强烈。对于从征税对象国家向美国出口产品、零部件 和消费品的日本企业来说，关税将会导致额外成本。关于扩大美国业务所面临的课题，列举"政策 不明朗"的企业最多，比例达到73.0％。 从行业来看，机电及精密制造、机械及材料（包括化学和纺织）以及食品等行业较为突出。从扩 大业务或开展新业务的内容（复选）来看，选择"销售"的比例最高，达到74.6％，其次是"生 产"（50.8％）、"并购"（M&A，47.6％）和"对初创企业出资"（34.9％）。 从中长期来看，在IT、能源、食品等广泛领域，美国市场有望扩大。日本企业擅长的高附加值产 品和服务存在商机。日清食品控股将于8月时隔46年在美国启动生产方便面的新工厂。住友化学 将新建半导体制造工序用清洗液工厂。 为了提高美国国内产业的活力，特朗普政府正在积极吸引外资。日本首相石破茂2月初表示，将 把日本对美投资提高到1万亿美元（约150万亿日元）。日本的企业将响应这一号召。 此次的问卷调查也询问了是否增加对美投资的问题，41.4％的日本企业回答将会增加投资或实施 新投资。这一比例较2024年12月的上次调查（16.9％）大幅上升。三菱食 ...

Group 1 - The U.S. stock market experienced a significant decline on March 28, referred to as "Black Friday," primarily driven by consumer confidence data from the University of Michigan, which indicated a drop in consumer sentiment and rising inflation expectations [1][3][4] - The S&P 500 index fell by 1.97% to 5580.94 points, the Nasdaq Composite dropped by 2.7% to 17322.99 points, and the Dow Jones Industrial Average decreased by 1.69% to 41583.9 points, marking the second-largest single-day drop of the year [3][4] - The consumer survey revealed short-term inflation expectations increased from 4.9% to 5%, the highest since November 2022, while long-term expectations rose to 4.1%, the highest since 1993 [4][6][10] Group 2 - The Atlanta Fed's GDPNow model revised the U.S. first-quarter GDP annualized growth rate down to -2.8%, indicating a potential economic contraction [4][13] - The dollar index has declined by 5.38% since its peak in January, contrasting with the rising gold prices, which reached $3086 per ounce, reflecting a shift in safe-haven assets [4][20][17] - Analysts warn that the upcoming tariffs announced by former President Trump could exacerbate inflationary pressures and negatively impact consumer confidence, leading to concerns about potential stagflation or recession [12][15][11] Group 3 - Elon Musk's xAI announced the acquisition of X in an all-stock deal, valuing xAI at $800 billion and X at $330 billion, indicating a strategic move to integrate data and AI capabilities [30][33] - The merger aims to leverage X's vast data resources to enhance xAI's competitive position against rivals like OpenAI [33][34] - CoreWeave, an AI cloud provider closely associated with Nvidia, went public with a volatile stock performance, raising $1.5 billion in the largest tech IPO since 2021, highlighting the growing interest in AI infrastructure [37][39]