周二，日元兑美元汇率升至143.5，达到两周多来的最高水平，尽管与美国的贸易紧张局势再次加剧。唐纳德·特朗普总统威胁要对日本征收新的关税，批评该国不愿进口美国大米，并确认由于持续的贸易不平衡，对日本汽车进口征收25%的关税将继续存在。这些言论是在一个关键的最后期限之前发表的，市场正在密切关注日本能否在下周重新实施24%的互惠关税之前与华盛顿达成贸易协议。在国内方面，日本最新的短观调查显示，第二季度大型制造商的商业情绪意外上升，突显出在日益增长的外部压力下的韧性。与此同时，日元因美元走弱而获得额外支撑，美元因对美国财政前景的担忧加剧和围绕未决贸易谈判的不确定性而下跌。

The Japanese yen appreciated toward 143.5 per US dollar on Tuesday, reaching its highest level in over two weeks, even as renewed trade tensions with the US intensified. President Donald Trump threatened fresh tariffs on Japan, criticizing the country’s reluctance to import American rice, and confirmed that the 25% tariff on Japanese auto imports would remain in place due to the persistent trade imbalance. The remarks come ahead of a key deadline, with markets closely watching whether Japan can secure a trade agreement with Washington before the 24% reciprocal tariff rate is reimposed next week. On the domestic front, Japan’s latest Tankan survey showed a surprise uptick in business sentiment among large manufacturers in the second quarter, highlighting resilience amid growing external pressures. Meanwhile, the yen gained additional support from a weakening US dollar, which slipped amid rising concerns over the US fiscal outlook and uncertainty surrounding pending trade negotiations.