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CNBC AI · 2026/8/4 08:36:34
Takaichi’s fiscal push could lift growth — and Japan’s already-rising interest bill

Takaichi’s fiscal push could lift growth — and Japan’s already-rising interest bill

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高市早苗的财政刺激计划成了市场焦点——她一边大手笔减税,一边又面临日本政府不断上涨的利息账单。核心亮点在于,这位日本首相赌上370万亿日元的投资大单,想用“放水养鱼”的方式先把经济增长做起来,再回头填补财政缺口。通俗来说,就像家里本来要还房贷,却决定先花钱装修、开源节流,指望收入涨了再还债。具体来看,高市计划取消食品税,每年政府要少收约4.4万亿日元,可偏偏日本国债收益率在走高,还债利息越来越贵,财政腾挪空间被挤压。不过,高利率也能吸引国内投资者稳住债市,不至于崩盘。对普通人而言,食品降价能直接减轻生活负担,但长期看,如果经济增长不及预期,政府财政吃紧可能意味着未来加税或削减福利。这场高风险的财政赌博,最终影响的是每个日本家庭的餐桌和钱包。
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