11月，一场突如其来的外交风暴，将中日关系推进了一个关键转折点。 日本首相高市早苗公开发表涉台强硬言论，激起中方强烈不满。11月17日，中国外交部发言人毛宁明确 回应，G20峰会期间中方没有和日本领导人会面的安排。 高市想借"台海安全"做文章引关注，结果却直接碰上了中国的底线。这不仅是一场外交碰撞，更是一场 政治冒进带来的现实反噬。 日本一边表态强硬，结果市场先一步做出了判断，与此同时，日本股市像被扯了电闸，旅游、零售、航 空板块一片绿，市场的反应让日本感受了这把"钝刀子"的威力。 高市早苗越过红线，中方坚持不见 11月7日，日本首相高市早苗在国会发言中提到，如果台海发生冲突，日本自卫队有可能依据集体自卫 权进行干预。 这句话是一次直接涉及主权的挑衅，台海是中国的核心利益问题，任何外部力量的干预，无论以什么名 义，都是严重越界。 过去几年，中方对日本在涉台、涉南海等问题上的言论早已有所警觉。中国多次通过外交层面表达立 场，提醒日本不要插手中国内部事务。 但这次，刚上任没多久的高市用更为直接的方式进行挑衅。这种变化，使得中方的回应也变得异常明 确。 外交部发言人毛宁表态时用了非常清晰的措辞，直接指出，中方没有安 ...

Core Viewpoint - The leading economic index in the U.S. fell to 99.4 points in April, marking the largest decline since March 2023, raising concerns about the economic growth outlook [1][9] Group 1: Reasons for Decline in Leading Economic Index - Global economic slowdown significantly impacts the U.S. economy, with factors such as international trade tensions, slowing growth in emerging markets, and global policy uncertainty contributing to the decline [3] - Domestic policy uncertainty, including adjustments in fiscal policy, changes in tax policy, and regulatory environment, leads to cautious investment and expansion decisions by businesses [4] Group 2: Economic Growth Forecasts - The forecast indicates that the U.S. real GDP growth rate will slow to 1.6% by 2025, lower than previous expectations, reflecting market concerns about the growth outlook [5] Group 3: Inflation Pressures - Despite the economic slowdown, inflationary pressures remain, with the inflation rate in the U.S. rising over the past year, complicating the Federal Reserve's monetary policy adjustments [6] Group 4: Policy Adjustments and Market Expectations - The Federal Reserve may need to adjust monetary policy in response to the anticipated economic slowdown, potentially leading to more accommodative measures to support growth, which will impact market interest rates and asset prices [8] - Market expectations regarding the U.S. economic growth outlook have shifted, with investor concerns about the slowdown potentially leading to increased market volatility, particularly in equity and bond markets [9]