最悪のケースは日経利益10兆円消失？日経平均EPS下押し圧力は最大20％か、日本企業はトランプ関税を販売価格に織り込めるのか_2025/4/3朝の相場雑感

トランプ関税に対する企業の動きはどうなるか。日本企業は関税分を価格転嫁できるのか。転嫁した場合には売上は落ちないのか。価格転嫁しなかった場合の最悪のケースは日経利益10兆円の消失？日経平均EPS下押し圧力は最大20％？地政学リスクもある中でこういった政策は新種のパニックを生む可能性も。___Translation:"What will corporate responses to Trump's tariffs look like? Can Japanese companies pass on tariff costs into prices? If they do pass on the costs, will sales drop? In the worst-case scenario where prices are not adjusted, could this lead to a loss of 10 trillion yen in Nikkei profits? Could the downward pressure on Nikkei EPS reach as much as 20%? With geopolitical risks also in play, such policies could potentially trigger a new kind of panic."