小额投资免税制度(NISA)

Search documents
日本散户炒股热情空前,人数破8360万创纪录
Huan Qiu Wang· 2025-07-06 02:22
Group 1 - A surge in retail investors in Japan has been observed, with the number of individual shareholders increasing by 12.3% to reach 83.6 million, marking a historical high since 1949 [1][3] - The Japanese small investment tax exemption system (NISA) has significantly contributed to this trend, with cumulative purchases under NISA growing by 50% year-on-year to approximately 52 trillion yen by the end of 2024 [3] - Despite the increase in retail investors, the overall performance of the Japanese stock market has been disappointing, with the Nikkei index declining by 4% in the 2024 fiscal year, the worst performance since 2019 [3] Group 2 - Warren Buffett's announcement of Berkshire Hathaway's significant investment in Japan's five major trading companies has spurred retail investors to follow suit, leading to increased investments in these stocks [4] - The sentiment among Japanese retail investors reflects a "follow the leader" mentality, with many believing in Buffett's value investment philosophy [4] - Analysts suggest that even a small return of retail investor funds to the stock market could result in a substantial influx of capital, potentially up to $220 billion [4]
散户,创历史新高!这国股市,受他影响大!
券商中国· 2025-07-05 10:55
日本交易所集团(JPX)最新披露的数据显示,日本个人股东(散户)数量在2024财年激增超12%,达到8360 万人,创下了历史新高。这反映出,随着日本股市带来投资机遇,投资文化正越来越深入日本社会。 日本掀起炒股热潮。 有分析称,在日本小额投资免税制度(NISA)的刺激下, 日本居民资金从储蓄转向投资的趋势正在增强 。据 日本金融厅发布的数据,截至2024年12月底,NISA的累计购买金额同比增长50%,约为52万亿日元。 这一趋势还可能受到了"股神"巴菲特的影响。在巴菲特宣布大举增持日本五大商社后,大量日本散户投资者开 始将资金投向日本贸易公司股票。另外,日本公司治理改革在影响个人投资者的股票选择方面也发挥着重要作 用。 日本散户数量创历史新高 当地时间7月4日,日本交易所集团(JPX)发布公告称,2024财年(截至2025年3月31日),日本个人股东 (散户)数量达到8359万人,同比增长12.3%,创下历史新高。 JPX发布的年度持股调查数据显示,截至2024财年末,日本散户的数量达到83594852人,较前一年增加了 9141264人。JPX负责运营日本主要交易所,这是该机构1949年开始统计以来的最 ...
创纪录新高!日本散户人数达8360万
财联社· 2025-07-04 11:32
Core Viewpoint - The number of individual shareholders in Japan has surged by 12% to a record high of 83.6 million in the latest fiscal year, reflecting a deepening investment culture in Japanese society [1][2][3] Group 1: Individual Shareholder Growth - The total number of individual shareholders reached 83,594,852, an increase of 9,141,264 from the previous year, marking the largest increase since records began in 1949 [1][2] - The increase in individual shareholders is attributed to the expansion of the NISA (Nippon Individual Savings Account) program and favorable stock prices for retail investors [2][3] Group 2: Investment Trends and Market Performance - The cumulative purchase amount under NISA increased by 50% year-on-year, reaching approximately 52 trillion yen by the end of December 2024 [3] - Companies that underwent stock splits, such as Mitsubishi Heavy Industries and Hitachi, saw an increase of 2.7 million individual shareholders due to lower post-split stock prices [3] - The Nikkei 225 and TOPIX indices reached historical highs last year, driven by improved corporate earnings and governance reforms, although they faced significant declines later due to uncertainties in the U.S. economy [3][4] Group 3: Market Capitalization and Foreign Investment - The market value of stocks held by individual investors decreased by 4% to 164 trillion yen (approximately 1.14 trillion USD), representing 17.3% of the total market [4] - Foreign investors' shareholding ratio rose to 32.4%, marking a record high for the second consecutive year [4] - The proportion of shares held by companies fell to a historic low of 18.7%, indicating a continued trend of divesting cross-shareholdings driven by corporate governance reforms [4]