跟着巴菲特“炒股”，日本散户爆买！

Group 1 - Japanese retail investors are increasingly betting on domestic trading companies, driven by strong business models and shareholder returns, encouraged by Warren Buffett [1][2] - The investment demand from Nippon Individual Savings Accounts (NISA) has expanded from traditional companies to various trading firms, with Mitsubishi Corporation ranking third in retail asset holdings since March [1][2] - Despite uncertainties in international trade due to U.S. tariff policies, trading companies' stocks have outperformed the market since the implementation of the "liberation day" tariff policy on April 2 [1] Group 2 - Many retail investors believe their value investment style aligns with Buffett's, leading them to follow his investment choices [2] - The five major trading companies in Japan are cautiously optimistic about profit forecasts and have allocated hundreds of millions of dollars to hedge against tariff uncertainties while actively seeking to increase dividends [2] - Expected 12-month dividend yields for major trading companies exceed 3.5%, surpassing the 2.7% average forecast for the Tokyo Stock Exchange index in 2025 [2] Group 3 - The NISA plan favors industries with low dividend cut risks, and trading companies may have an additional advantage due to strong expectations for future dividend growth [6] - Corporate governance reforms are influencing retail investors' stock selections, with the Tokyo Stock Exchange encouraging stock splits to lower minimum investment amounts [6] - Trading companies have been working to expand their shareholder base, with Mitsubishi Corporation and Mitsui & Co. conducting stock splits to reduce minimum investment amounts [6] Group 4 - Increased participation from retail investors due to NISA and similar plans is expected to benefit trading companies, helping to establish a more stable shareholder base [7] - In 2024, the total new purchases under the NISA accounts reached approximately 12.5 trillion yen (874 billion), with a total of 25.6 million NISA accounts by the end of the year [7] - A report indicates that even a 1% shift of funds from cash to domestic stocks could release $220 billion into the Japanese stock market [7]