尽管预期会增长,日元也会疲软,但日本公司却将中国的紧张局势列为2026年最令人关切的问题。 Japanese firms cite China tensions as top 2026 concern, despite expecting growth and yen weakness.

根据路透社的一项调查,日本公司与中国的关系紧张,这是2026年它们最关心的问题,其中引述了包括军事姿态在内的地缘政治紧张局势以及最近发生的涉及中国战斗机的事件。 Japanese companies rank strained relations with China as their top concern for 2026, according to a Reuters survey, citing geopolitical tensions including military posturing and a recent incident involving Chinese fighter jets. 中国仍然是稀土的重要贸易伙伴和供应者。 China remains a critical trade partner and supplier of rare earths. 尽管有这些担忧,但有40%的公司预计2026年的收入会增长,这是由AI驱动的强劲的半导体需求所推动的。 Despite these worries, 40% of firms expect earnings growth in 2026, fueled by strong semiconductor demand driven by AI. 多数人支持放弃日本年度预算平衡目标, 以便有更大的财政灵活性。 A majority support abandoning Japan’s annual budget balance target to allow greater fiscal flexibility. 多数人预期日元将贬值至每美元150至160日元,有些人预计幅度会更大。 Most expect the yen to weaken to 150–160 per dollar, with some anticipating a stronger range.