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  汇通财经APP讯——据路孚特,全球贸易战迎来关键转折点!美国总统特朗普突然亲自介入美日关税谈判,并高调宣布取得“重大进展”,这一罕见举动吸引市场关注。

  总统亲自督战谈判格局突变

  周三的谈判原本只是常规的部长级会议,但特朗普的突然现身彻底改变了游戏规则。这位以“交易艺术”著称的总统不仅亲自会晤日本经济再生大臣赤泽亮正,更在社交媒体上高调宣称取得“重大进展”。值得注意的是,特朗普团队将谈判范围从单纯的贸易问题,扩大到军费分摊、汇率政策等敏感领域,展现出全面施压的姿态。

  日本陷入战略两难

  作为亚洲首个与美国展开面对面谈判的国家,日本正面临艰难抉择。首相石破茂虽表态不会轻易让步,但特朗普政府显然希望借“先发优势”树立谈判样板。更棘手的是,美方提出的阿拉斯加天然气项目投资等附加条件,让这场贸易谈判演变成了涉及能源、军事的综合性博弈。日本一方面否认操纵汇率指控,另一方面又要避免激化矛盾,走钢丝的外交智慧面临严峻考验。

  亚洲盟友连锁反应

  随着美日谈判取得突破,韩国、越南等亚洲经济体正密切关注事态发展。美国财长贝森特已邀韩国财长下周赴美,而意大利总理梅洛尼也将就欧盟关税问题与特朗普会晤。分析人士指出,特朗普政府可能正在构建“分级关税体系”,根据不同国家的让步程度实施差异化政策。这种“分而治之”的策略,或将重塑全球贸易格局。

  总结

  这场美日高层博弈不仅关乎两国经贸关系,更可能成为全球贸易战的风向标。当特朗普亲自下场谈判,世界各国都需重新评估自己的应对策略。谈判结果将决定日元方向,短期波动率上升,中长期需关注美日是否就汇率问题达成“隐形协议”。投资者需警惕政策突变引发的剧烈震荡。

  若美日谈判出现僵局或特朗普采取更强硬立场,市场避险情绪可能推高日元(传统避险货币)。若达成妥协,日本可能承诺扩大对美投资(如能源项目)或调整贸易政策,换取关税豁免,日元或温和走弱(因风险偏好回升)。

  美元兑日元周四(4月17日)亚洲时段小幅反弹,截止13:48,目前交投于142.78附近,涨幅约0.65%,收复了周三的大部分跌幅。

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