惊现20年来最大外资买入潮！万亿资金“抛弃”美国狂涌日本

Group 1 - The core viewpoint of the articles highlights a record influx of foreign investment into Japanese stocks and bonds in April, driven by the aftermath of U.S. President Trump's tariff policies, positioning Japan as a global safe haven for "de-dollarization" trades [1][2] - In April, foreign investors net purchased 8.2 trillion yen (approximately 57 billion USD) in Japanese securities, marking the largest monthly buying spree since 2005 and more than three times the average for April over the past 20 years [1] - The unprecedented buying frenzy included net purchases of 25.5 billion USD in Japanese stocks (the largest amount since April 2023) and net purchases of 31.5 billion USD in Japanese long-term bonds (the largest scale since July 2022) [1] Group 2 - The surge in Japanese asset purchases occurred against a backdrop of global investor concerns regarding U.S. policy shifts, trade wars, and Trump's criticism of Federal Reserve Chairman Powell, suggesting a potential influence of de-dollarization trends [2] - There are indications that foreign central banks may be entering the Japanese bond market as part of diversification strategies, seeking liquid markets, with Japan standing out in this regard [2] - A recent survey by Bank of America indicated that fund managers almost unanimously believe Trump's economic policies could lead the U.S. into stagflation, with shorting the dollar becoming a popular trade among them [2]