美日达成贸易协议 日股收涨3.5% 金十数据7月23日讯，日经225指数7月23日（周三）收盘上涨1396.40点，涨幅3.51%，报41171.32点。 ...

特朗普宣布协议后不久，日本首席贸易谈判代表赤泽良生发文，对"所有相关人员表示由衷感谢"，并附 上"任务完成"的标签。日本首席贸易谈判代表赤泽亮正表示，"我们保护了需要保护的东西，我们能够 达成对两国都有利的协议。" 日本首相石破茂称，与美国就向美方日本征收15%的关税达成一致。日美双方就通过日本企业在半导 体、钢铁、造船、能源、汽车等领域的投资，加强与美方供应链合作、保障经济安全，达成一致。石破 茂表示，在日本现行的大米"最低准入制度"下，增加从美国进口大米的比例。此举不会牺牲日本农业。 【最新伦敦金行情解析】 摘要今日周三（7月23日)亚盘时段，伦敦金目前交投于3421.86美元附近，截至发稿，伦敦金暂报 3423.40美元/盎司，跌幅0.23%，最高上探3438.54美元/盎司，最低触及3421.39美元/盎司。目前来看， 伦敦金短线偏向看跌走势。 今日周三（7月23日)亚盘时段，伦敦金目前交投于3421.86美元附近，截至发稿，伦敦金暂报3423.40美 元/盎司，跌幅0.23%，最高上探3438.54美元/盎司，最低触及3421.39美元/盎司。目前来看，伦敦金短线 偏向看跌走势。 【要闻速递】 上午 ...

Group 1 - The core viewpoint emphasizes the critical importance of trade agreements for economic security [1] Group 2 - Japan's Finance Minister, Kato Katsunobu, highlights that trade agreements are essential for ensuring the nation's economic stability and security [1]

日本财务大臣加藤胜信：最新的贸易协议中没有涉及外汇。 ...

Core Viewpoint - The Deputy Governor of the Bank of Japan, Shinichi Uchida, stated that trade agreements help reduce uncertainty for Japanese companies, but attention must still be paid to the downside risks facing the Japanese economy [1] Group 1 - Trade agreements are seen as beneficial for Japanese companies by lowering uncertainty [1] - There is an ongoing concern regarding the potential downside risks to the Japanese economy despite the positive impact of trade agreements [1]

日本央行副行长内田真一：将在经济展望报告中反映贸易协议。 ...

Core Viewpoint - The president of the Japan Business Federation stated that the trade agreement was reached after persistent negotiations, considering Japan's national interests, but the impact of U.S. tariffs on the Japanese economy will not be insignificant, necessitating appropriate economic measures [1] Group 1 - The trade agreement was achieved through persistent negotiations [1] - Japan's national interests were taken into account during the negotiation process [1] - The U.S. tariffs will have a significant impact on the Japanese economy [1]

Group 1: Core Agreement Points - The trade agreement between Indonesia and the United States reduces tariff rates from 32% to 19%, marking significant progress in trade negotiations under the Trump administration [1] - Indonesia commits to eliminating over 99% of tariff barriers on U.S. goods and all non-tariff trade measures, facilitating unprecedented access for U.S. products in the Indonesian market [3] - The agreement is expected to create at least $50 billion in new market access opportunities for U.S. goods [3] Group 2: Specific Commitments and Industry Impact - Indonesia agrees to purchase $15 billion worth of U.S. energy products, indicating a significant reliance on U.S. energy supplies [4] - In the agricultural sector, Indonesia commits to buying $4.5 billion of U.S. agricultural products, including major crops like wheat and soybeans [4] - The agreement includes a commitment to purchase 50 Boeing aircraft, primarily of the 777 model, enhancing U.S. aerospace industry prospects [4] Group 3: Sectoral Reactions - The textile industry in Indonesia welcomes the reduced tariff rate of 19%, viewing it as a competitive advantage compared to higher tariffs faced by competitors like Vietnam and Bangladesh [4] - The steel industry faces challenges as U.S. steel tariffs drop from 10% to 0.5%, impacting pricing strategies for Chinese steel companies [4] - Fishermen express concerns over the increase in tariffs from 0% to 19%, fearing operational difficulties even with a 10% tariff [4]

Agreement Details - The steel and aluminum tariffs will remain unchanged at 50% [1] - The reciprocal tariff imposed by the US on Japan will be reduced from 25% to 15%, and the auto tariff will also be lowered to 15% [1] - Japan is expected to increase imports of US rice within the established minimum import quota [1] - Japan will invest $550 billion in the US, with the US expected to receive 90% of the profits [1] Market Reactions - Commonwealth Bank noted that the tariffs could put pressure on Japan's fiscal outlook, potentially affecting Japanese government bonds and the yen [1] - Citibank suggested that the trade agreement could pave the way for the Bank of Japan to raise interest rates earlier than currently anticipated [1] - Otus Consulting indicated that the agreement is a timely boost for Japanese Prime Minister Shigeru Ishiba and the Liberal Democratic Party, alleviating market concerns [1] - Mitsubishi UFJ stated that the agreement could support the yen's performance, but political uncertainties in Japan may dampen investor sentiment [1] - OCBC Bank highlighted that the yen still faces political risks and potential changes in Japan's credit rating following the trade agreement [1] Additional Insights - ANZ mentioned that the yen is unlikely to see sustained significant gains from the trade agreement, as tariffs pose a negative growth constraint on the Japanese economy [2] - Saxo Bank characterized the $550 billion investment as a political show, while the reduction of tariffs from 25% to 15% is meaningful and may boost sentiment in Japan's export-driven sectors [2] - Sony Financial Group described the trade agreement as mixed news for the Japanese stock market, noting that while the 15% tariff is manageable, the $550 billion investment could lead to capital outflows [2] - SBI Shinsei Bank indicated that the 15% tariff rate is within the Bank of Japan's expectations, and if corporate earnings perform well from April to June, a rate hike could occur as early as October [2] - Sumitomo Mitsui stated that the agreement is positive for the Japanese economy, but the impact of political instability is more significant, suggesting continued pressure on the yen [2] - TD Securities noted that while the market views the agreement as an unexpected positive, Trump's demand for Japan to open its agricultural market poses a potential risk that could further destabilize Japan's already fragile political situation [2]

日本10年国债收益率 金十数据7月23日讯，美日贸易协议打破数月僵局，日经指数在汽车股带动下飙升至一年高点，国债市 场则遭遇抛售。日经225指数盘中暴涨3.3%至41,070.91点，创去年7月以来新高。东证运输设备指数飙 升10.3%，其中丰田汽车涨幅超13%。贸易协议的达成降低了经济不确定性，强化了日本央行重启加息 的理由。交易员大举抛售日本国债，2年期日本国债收益率攀升7个基点至0.82%，创下自4月2日特朗普 宣布"解放日"高关税冲击市场以来最高水平。10年期日本国债收益率暴涨9.5个基点至1.595%，追平上 周创下的17年高位。 美日达成贸易协议提振日股冲高 日债承压下行 ...