
日本银行在周四发布的一份季度报告中,上调了对该国九个地区中两个地区的经济评估,其余地区的评估则维持不变。
The Bank of Japan revised up its economic assessment for two of the country’s nine regions in a quarterly report released Thursday while leaving it unchanged for the rest.
该央行在当天于东京总部举行的各地区分行负责人会议上编制了这份报告。与人工智能相关的需求依然强劲,包括半导体制造设备和电子元件。在生产方面,日本银行上调了对九个地区中七个地区的经济评估,不包括北海道和东海地区。
The central bank compiled the report at the day’s meeting of managers of its regional branches, which was held at its headquarters in Tokyo. Demand related to artificial intelligence remained strong, including for semiconductor manufacturing equipment and electronic components. When it comes to production, the BOJ raised its economic assessment for seven of the nine regions, excluding Hokkaido and the Tokai region.
报告指出,所有九个地区的经济均“温和复苏”、“适度恢复”或“处于温和复苏趋势”,但同时也注意到“部分领域出现了一些疲软”。
In the report, the BOJ said the economy in all nine regions has been “picking up moderately,” “recovering moderately,” or “on a moderate recovery trend” while noting that “some weakness has been seen in part.”
该央行将东北地区的经济评估从“经济正在复苏”上调至“经济正在适度恢复”。同时,也将四国地区的经济观点从“经济正在温和复苏”上调至“经济正在复苏”。在对企业的采访中,大阪一家电气设备制造商表示,与人工智能相关的需求增长速度快于预期,且强劲的需求可能在未来三年左右持续。
The central bank revised upward its economic assessment for the Tohoku region from the assessment that the economy “has been picking up” to the view that the economy “has been recovering moderately.”It also raised its economic view for Shikoku from an assessment that the economy “has been picking up moderately” to the view that the economy “has been picking up.” terviews with companies, an electrical equipment maker in Osaka said that AI-related demand has been increasing faster than expected and that robust demand is likely to continue for about the next three years.
许多分行负责人报告称,私人消费总体保持韧性,这得益于实际收入的改善。静冈县一家百货公司运营商表示,奢侈品如高级手表和珠宝的销售额依然强劲。在股市上涨的背景下,也有报告指出,富裕消费者的消费并未出现疲软迹象。
Many branch chiefs reported that private consumption has generally remained resilient, supported by improvements in real income. A department store operator in Shizuoka Prefecture said that sales of high-priced goods, such as luxury watches and jewelry, remained strong. Against the backdrop of rising stock prices, there were also reports that sales to wealthy consumers showed no signs of weakening.
与此同时,名古屋一家零售商表示,台风和强降雨等恶劣天气对消费造成了影响。
Meanwhile, a retailer in Nagoya said that bad weather, including typhoons and heavy rain, weighed on consumption.
日本银行大阪分行行长藤田健二在新闻发布会上表示,中小型企业在向企业间交易中传导更高成本方面进展相对顺利,但这一过程目前仅进行到一半,且越靠近消费者的企业,情况差异越大。
Kenji Fujita, manager of the central bank’s branch in Osaka, said at a news conference that small and midsize companies have made relatively smooth progress in passing on higher costs in business-to-business transactions, but that the process is still only halfway along and uneven among businesses closer to consumers.
关于日本银行迄今为止的加息影响,该行研究统计部的一位官员表示,只有部分企业表示会推迟资本投资,而许多企业则表示仍会进行必要投资,包括用于劳动力节约的措施。
Regarding the impact of the BOJ’s interest rate hikes to date, an official at the central bank’s Research and Statistics Department said only some companies had indicated that they would put off capital investment, while many said they would make necessary investments, including in labor-saving measures.