雪上加霜的是，日本首相高市早苗在国会发表的错误恶劣言论引发中日关系紧张，中方发布的旅游警示 与留学预警使得日本旅游业遭遇寒流。日本野村综合研究所有研究员估算，此举可能导致日本损失115 亿美元至140亿美元旅游收入，拖累GDP增速0.29个至0.36个百分点。日本股市的百货、运输板块股票大 幅下跌，中日民间交流活动延期或取消，进一步压缩了日本经济的回旋空间。 上周，日本经济拉响警报，再度出现负增长。数据下滑的直接原因是美国关税政策对日本汽车等支柱产 业出口造成打击。同时，日本经济长期积累的结构性矛盾与短期政治风险交织，使得高市早苗政府试图 通过大规模财政刺激"破局"的举措显得力不从心。 11月17日，日本内阁府公布的初步统计数据显示，今年三季度，日本实际国内生产总值（GDP）按年率 计算下降1.8%，自2024年一季度以来再次出现负增长，直接诱因是外需急剧收缩。数据显示，外需对 三季度日本经济增长的贡献为－0.2个百分点。 今年以来，美国对日本输美商品加征关税，尤其是将汽车关税从2.5%提升至15%，令日本相关产业遭遇 重创，特别是汽车产业链上下游的订单萎缩和经济衰退形成恶性循环。 内需不振也是日本经济长期低 ...

今年以来，美国对日本输美商品加征关税，尤其是将汽车关税从2.5%提升至15%，令日本相关产业遭遇 重创，特别是汽车产业链上下游的订单萎缩和经济衰退形成恶性循环。 内需不振也是日本经济长期低迷的主因之一。特别是通胀高企，实际工资连续数年下降，导致民众消费 意愿持续走低。数据显示，今年三季度，占日本经济比重一半以上的个人消费环比微增0.1%，民间住 宅投资环比下降9.4%，内需对日本当季经济增长的贡献为－0.2个百分点。 雪上加霜的是，日本首相高市早苗在国会发表的错误恶劣言论引发中日关系紧张，中方发布的旅游警示 与留学预警使得日本旅游业遭遇寒流。日本野村综合研究所有研究员估算，此举可能导致日本损失115 亿美元至140亿美元旅游收入，拖累GDP增速0.29个至0.36个百分点。日本股市的百货、运输板块股票大 幅下跌，中日民间交流活动延期或取消，进一步压缩了日本经济的回旋空间。 上周，日本经济拉响警报，再度出现负增长。数据下滑的直接原因是美国关税政策对日本汽车等支柱产 业出口造成打击。同时，日本经济长期积累的结构性矛盾与短期政治风险交织，使得高市早苗政府试图 通过大规模财政刺激"破局"的举措显得力不从心。 11月1 ...

Core Points - Amazon plans to invest £40 billion ($54 billion) in the UK over the next three years, which is seen as a vote of confidence in the UK’s economic policies [1] - The investment is expected to create thousands of jobs, with Amazon currently employing 75,000 people in the UK, making it one of the top ten private sector employers [1] - The investment plan includes the construction of two advanced logistics centers in the East Midlands, expected to open in 2027, and new centers in Hull and Northampton, set to open this year and next year, respectively [1] - The logistics centers in Hull and Northampton will each create 2,000 jobs [1] - Amazon will also build new delivery stations, upgrade its existing network of over 100 operational buildings, and invest in transportation infrastructure [1] - The £40 billion investment includes £8 billion allocated for building, operating, and maintaining data centers in the UK from 2024 to 2028 [1] Government Response - UK Prime Minister Starmer described Amazon's plan as a significant vote of confidence in the UK as a premier business location [2] - The government recently outlined its industrial strategy, emphasizing the importance of foreign investment [2] - An investigation has been launched by UK grocery regulators into Amazon regarding compliance with timely payment regulations to suppliers [2]