日本股市成“特朗普风暴”避风港！2025年外资大量涌入，净买入额创12年新高

Group 1 - Foreign investors significantly increased their purchases of Japanese stocks, reaching the highest level since 2013, with net buying of approximately 5.4 trillion yen (about 35 billion USD) in 2025, which is 35 times the amount bought in 2024 [1][4] - The buying activity of foreign investors was second only to domestic companies, which net bought 10.5 trillion yen of domestic stocks last year [4] - The optimistic sentiment towards the Japanese economy and the Bank of Japan's stable monetary policy normalization were key drivers of the aggressive foreign buying [4] Group 2 - Japan emerged as an attractive alternative for investors amid increasing uncertainty in the U.S. economy due to Trump's tariff policies, especially considering Japanese companies' efforts to improve capital efficiency and shareholder returns [4] - There is a stark contrast between the bullish attitude of foreign investors and the bearish stance of domestic retail investors, who net sold 3.6 trillion yen of Japanese stocks last year [4] - Caution is advised as Japanese stock indices have reached historical highs, potentially leading to more selective choices by foreign investors this year [4]