日本9月出口同比增长16.7%，大幅低于市场预期。路透社调查的分析师此前预计出口增速为20.1%。这是日本出口连续第二个月放缓，此前7月曾触及近四年高点。
Japan's exports in September rose 16.7% from a year earlier, missing market expectations by a huge margin. Reuters-polled analysts had pegged exports growth at 20.1%. This is the second straight month that shipments from Japan have recorded a slowdown, after hitting a near four-year high in July.
增长得益于半导体出口持续强劲，按价值计算同比激增49.4%。
Growth was supported by continued strong semiconductor exports, with shipments rising 49.4% year on year by value.
机械出口也支撑了增长，半导体相关机械出口增长43.9%，发电机械出口攀升22.6%。
Exports of machinery also bolstered growth, with semiconductor-related machinery shipments up 43.9% and power generation machinery exports climbing 22.6%.
从出口目的地看，对中国大陆——日本最大贸易伙伴——的出口增长8.6%，对美国出口攀升22.9%。出口一直是日本2026年前两个季度增长的主要驱动力，帮助全球第四大经济体在第一季度超预期增长，并支撑了第二季度增长。
In terms of destinations, shipments to mainland China — Japan's largest trading partner — rose 8.6%, while exports to the U.S. climbed 22.9%. Exports have been the main driver of Japan's growth for the first two quarters of 2026, helping the world's fourth largest economy beat expectations in the first quarter, and supporting growth in the second.
日本9月进口增长18.9%，同样低于路透社预期的19.6%。
Japan's imports in September grew 18.9%, also missing expectations of 19.6% from Reuters.
东京9月石油进口按价值计算激增51.1%，来自美国的进口飙升近820%，而来自中东的进口仅微增1.5%，因地区冲突持续阻碍供应。
Tokyo's imports of petroleum climbed 51.1% by value in September, with inbound shipments from the U.S. surging nearly 820%, while those from the Middle East inching up just 1.5% as the conflict in the region continues to impede supplies.
数据公布后，基准日经225指数上涨1.8%，TOPIX指数上涨1.14%。
Following the data release, the benchmark Nikkei 225 was up 1.8%, while the Topix gained 1.14%.
该数据发布之际，日本央行将于下周召开会议，路透社调查显示央行预料将维持政策利率在1%不变。
The data comes as the Bank of Japan is set to meet next week, and Reuters poll estimates indicate that the central bank is set to hold its policy rate steady at 1%.