Core Viewpoint - The U.S. has officially implemented a 25% tariff on key automotive parts as of May 3, following two rounds of negotiations with Japan, which has expressed strong concerns and demands for the removal of these tariffs [1][13]. Group 1: Negotiation Dynamics - Japan was the first country to initiate face-to-face tariff negotiations with the Trump administration, demonstrating a proactive approach [1]. - Despite claims of "significant progress" from the White House, Japan's response has been one of resistance, with no agreements reached in the first round of talks [5][3]. - Japan's Economic Revitalization Minister, Akira Amari, emphasized that Japan would not make major concessions in the negotiations and is not in a hurry to reach an agreement [1][8]. Group 2: Economic Implications - The automotive sector is critical for Japan, with exports to the U.S. accounting for nearly one-third of its total exports, making the 25% tariff particularly damaging [6]. - Japan's Prime Minister, Shigeru Ishiba, has raised concerns about the inconsistency of the current tariffs with a previous trade agreement made in 2019, where the U.S. had indicated no higher tariffs would be imposed [7]. Group 3: Future Negotiation Topics - The second round of negotiations is expected to address sensitive topics, including currency exchange rates, which have historically been contentious between the U.S. and Japan [10]. - Japan has made it clear that it will not yield on the issue of currency exchange rates, indicating a firm stance in upcoming discussions [10]. Group 4: Public Sentiment and Media Response - Japanese media has been critical of the U.S. stance, with outlets like Nikkei Asia using terms like "boasting" to describe Trump's claims of progress in negotiations, reflecting a growing discontent [2][4]. - The shift in public sentiment in Japan indicates a reevaluation of its relationship with the U.S., as traditional allies begin to reassess their positions in light of current trade dynamics [17][18].

因此，对于石破茂来说，他需要在中美之间找到一个平衡点，为维持好对华以及对美的关系。如果这个平衡点找不好的话，很可能"竹篮打水一场空"。值得 注意的是，日本代表团在访华的同时，自民党政策调查会会长在华盛顿公开表示，现在一些亚洲国家可能会因为特朗普的关税政策疏远、背离美国。可以 说，这不仅是日本给美国的提醒，在一定程度上也是在呼应日方代表团对中国的访问活动。 对于日本首相石破茂的举动，他的目的可能有两个。一方面，就是讨好美国。在美国的对华战略中，菲律宾是东南亚反华的"支点"，越南是美国努力拉拢的 对象。目前，中菲关系因为南海问题变得越来越紧张，美菲肩并肩联合军演也在进行当中，而且，日本也参加了这次联合演习。所以，石破茂访问菲律宾， 除了表达对菲律宾的支持之外，大概率还会同美军方进行会晤，从而加强美日以及日菲的军事合作。这样的话，日本也是变相配合美国的战略安排。至于访 问越南，石破茂大概率是想要帮美国拉拢越南，因为前不久中方高层访问了越南，并同越方达成了一系列共识。在这样的情况下，石破茂访越，就是为美国 拉拢越南打前站。当石破茂做好了这两件事，讨好美国的同时，也会在接下来的关税谈判中能够请求美国高抬贵手，在关税方面 ...

Group 1 - The core viewpoint of the article highlights the ongoing challenges in the US-Japan tariff negotiations, with both sides still having significant differences and no consensus in sight [1][2] - Japan's Economic and Fiscal Policy Minister, Akizawa, emphasized that without adjustments to tariffs on specific categories, including automobiles, an agreement cannot be reached [1][2] - The discussions also included cooperation in the semiconductor sector, reflecting the increasing importance of economic security and supply chain stability in light of China's growing technological capabilities [3] Group 2 - The second round of ministerial talks concluded with the US proposing a framework for an agreement focused on reciprocal tariffs, but showing reluctance to lower tariffs on specific categories such as automobiles, steel, and aluminum [3] - Japanese officials expressed disappointment over the US's stance on additional tariffs on auto parts, indicating a need for further progress in negotiations [2] - Preparations for a third round of ministerial talks are underway, with discussions on trade expansion, non-tariff measures, and economic security being prioritized [2][3]

Group 1 - The core viewpoint of the article highlights a significant increase in the offshore RMB exchange rate, driven by positive sentiment regarding tariff negotiations between China and the U.S. [1][7] - On May 2, the offshore RMB rose over 350 points, surpassing the 7.25 mark, currently reported at 7.2414 [3][4]. - The Hang Seng Index increased by nearly 2%, while the Hang Seng Tech Index rose over 3% [4]. Group 2 - The FTSE China A50 futures index also saw an increase of over 1% [5]. - China's assessment of trade negotiations with the U.S. has boosted optimism about easing tariff tensions, with officials from both sides expressing a willingness to engage in talks [7]. - Global investor sentiment improved, with European stock markets generally rising about 1%, and U.S. stock index futures recovering all previous losses to turn positive [8].

Core Viewpoint - Amazon's Q1 2025 financial results showed a net sales of $155.67 billion, a 9% year-over-year increase, and a net profit of $17.13 billion, reflecting a 64% growth [1] Financial Performance - Net sales reached $155.67 billion, with a 9% year-over-year growth, and a 10% increase when excluding currency fluctuations [1] - Net profit was $17.13 billion, marking a 64% increase compared to the previous year [1] - Diluted earnings per share were $1.59, up from $0.98 in the same period last year, exceeding Wall Street analysts' expectations [1] Cloud Services and AI - The company has introduced more P5 GPU instances to support emerging AI workloads, with AI business revenue reaching several billion dollars and a triple-digit growth rate year-over-year [2] - The management anticipates that increased capacity will help meet customer demand and drive revenue growth [2] Supply Chain and Strategic Positioning - Supply chain issues are expected to improve over time, despite current congestion in certain components due to high demand [3] - The company is focused on maintaining low prices and a wide selection of products for customers, especially in light of potential changes in the global trade environment [3][4] Cost Management and Future Outlook - The company expects an increase in stock-based compensation costs in Q2, which will affect total costs [5] - Costs related to the Kuiper project (Amazon's satellite internet initiative) will be accounted for before commercialization, with plans to achieve commercialization later this year [5]

智通财经5月2日电，日本经济再生大臣赤泽亮正表示，国家安全问题与关税谈判不同，将尽量减少政治 不确定性加剧带来的市场负面影响，双方已决定由财长之间讨论外汇问题。 ...

日本经济再生大臣赤泽亮正：国家安全问题与关税谈判不同。 ...

【文/观察者网 王一】日美第一轮关税谈判几乎没有取得任何进展，在5月1日第二轮谈判开启之前，几 位"着急上火"的日本政客又扯上中国炒作，暗示美国如不尽早与日本达成协议，将给中国"可乘之机"。 据香港《南华早报》5月1日报道，一位日本政界人士表示，美国和日本之间的不信任可能会给中国创造 一个提升其地区地位的机会。 日本执政党自由民主党参议员小野田纪美4月30日在美国智库布鲁金斯学会主办的一场活动上渲染 称，"中国正在抓住这个机会，将美国描述成一个有风险的合作伙伴"。 "这不仅仅是一个关税问题，"日本自民党政调会长小野寺五典在同一场活动上也跟着炒作称，经济、国 家安全、粮食安全等问题，都是互相关联的，美国总统特朗普的关税不仅对经济伙伴关系构成威胁，还 给"国家安全框架和全球框架"带来了"极大的影响"。 小野寺五典暗戳戳威胁道，如果美国与其在印太地区最重要的盟友之一的僵局得不到解决，可能会引发 连锁反应，像韩国、印度这样的美国在该地区的盟友可能会推迟行动，而这不利于美国想要依靠这些盟 友"团结一致对付中国"的计划。 小野寺五典所说的僵局指的是美国与日本之间正在进行的关税谈判。在所谓的4月2日"解放日"，特朗普 签署 ...

日本央行行长植田和男：我们的预测考虑到关税谈判取得一定进展的情景。 ...

Group 1 - The visit of Katsuhiro Saito, leader of Japan's Komeito party, to China is significant as it marks the first official visit by a Japanese political leader to China since the onset of tariff negotiations under the Trump administration [1][3] - The letter from Japanese Prime Minister Shigeru Ishiba to China is seen as a signal of Japan's desire to strengthen ties with China amid ongoing trade tensions with the U.S. [1][3] - Japan aims to leverage its relationship with China to enhance its negotiating position with the U.S. during trade discussions, indicating that Japan is not solely reliant on the U.S. for economic partnerships [3][5] Group 2 - Japan is seeking to establish a cooperative relationship with China to bolster its economic resilience against U.S. pressures, especially in light of ongoing U.S.-China trade frictions [5][6] - The focus on Southeast Asia by Japan, including Ishiba's planned visits to Vietnam and the Philippines, highlights the region's growing importance in global supply chains and economic stability [5][6] - The potential for Southeast Asian countries to maintain neutrality in the U.S.-China trade conflict could benefit China's economic cooperation and stability in the region [8]