铁娘子下的日本:通胀螺旋+储蓄投资股市热潮 episode artwork

EPISODE · Oct 12, 2025 · 13 MIN

铁娘子下的日本:通胀螺旋+储蓄投资股市热潮

from 文财武略

极右翼高市早苗上台,推行安倍经济学2.0加强版:财政刺激+货币宽松+产业政策,这将持续打压日元、推高日股,但可能引发通胀螺旋。更重磅的是,日本家庭7.6万亿美元储蓄正进行史诗级大迁徙,NISA账户爆发式增长,标志着通缩心态向增长心态的历史性转变。然而,这些资金一半流向海外资产,特别是标普500,成为美元资产的隐形输血。这场变革既是机遇(日元套利、日股精选),也暗藏风险(地缘政治紧张、政策不确定性)。日本正在用一场高风险赌局,试图彻底摆脱失去的三十年。前往小宇宙评论区与主播互动

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铁娘子下的日本:通胀螺旋+储蓄投资股市热潮

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