日經40000點! 5個原因日股升 (English中文CC)

亞洲股市入面，香港、A股大家都睇到心淡，咁啲外資走哂去邊呢？有好大部分流入了日本市場，造就了日經指數33年來的歷史高位！加上日本獨有的經濟體系，呢股日本熱潮睇嚟唔會咁快完！
Patreon ➡ / ahju
Interactive Brokers ➡ bit.ly/3DX0Jul
日本股票+日圓操作➡️ • 日本股市創33年新高 | 什麼令到巴菲特都要買
#日經 #日股 #日元 #Nikkei #Topix

[@FinancialIndependence2022]

阿豬啲片真係好易明又好有内容，正👍🏻✨✨✨✨

[@chuhw41]

感謝分享😊

[@BTOinJPN]

作为一个住在日本的日股老韭菜，觉的啊猪先生真係分析的好专业👍

[@meow-ld4ex]

thank you, easy to understand!

[@wargreymon2024]

詳盡！like！

[@freehongkong7595]

多謝你💪👍

[@babyreadswithme]

Thanks Ah Ju~~~ Hi from Toronto 😜

[@js85]

Great video🎉

[@ivymak66]

Super nice sharing 👍🏻👍🏻

[@OneWayInvestment]

銀包加散紙包解釋CROSS-HOLDING好正，但始於都係跟紅頂高，資金都係要搵地方拍岸

[@dearathena428]

Just joined Patreon 👍🏻

[@ivanwong9189]

Good sharing

[@alexyip-dl1ke]

升禁多，price in 左。不建議高位接盤。

[@victoriu8089]

Thank you!

[@AndrewLee-dx1fm]

Thank you

[@EliHuangIPW]

感谢

[@carlosli7602]

Thanks

[@ericchan257]

呀豬啲投資心得改變了我投資策略

[@wongmickey.hk852]

Thank you for adding english subtitles… it helps abc’s like me to absorb more Cantonese 😂

[@neg3111]

可唔可以講下如果結束負利率會有乜影響？

[@zoecheung3739]

您好呀豬。可否講下2024mpf
唔係太多時間理嘅策略
同成日都留意嘅玩法
本人係前者

[@hkccp]

同 nvda correlation 高先會升得多，spotlight is where high momentum and high beta are from

[@kitkitfan]

對沖同控制外匯風險係邊條片？thx 阿豬！

[@CDole911]

great

[@user-zx8em5uq5y]

8:35 key takeaways . thanks ah chu. I always wish have chance to work with smart ppl like u. pls let me know if you start charity business someday ,and i can support all IT related work as volunteers.

[@swaggyskye]

Takeaways
(1) Japan deflation makes cash worthier to hold, lower appetite to trade (proven by 54% hard cash deposit allocation, vs 10% in US)
(2) super loose monetary policies such as printing momey, negative interest rate, yield curve control makes CPI back to 2% in recent years
(3) As bonds are still negative interest, and that holding cash is losingt to inflation, Japanese are allocating from cash to equities
(4) Japn companies are undervalued: P/B low due to large cash reserve (A=L+E). in investors' perspective they should've done share repurchases/ dividends with surplus cash ; discount for cross holding companies (a tradition for japanese firms).

[@ginsengroot815]

Would you short the Chinese market?

[@lilyz9897]

含金量最高的财经博主！感谢分享这么多的投资理财经验，内容太丰富了，收获满满！多谢辛勤的付出及无私分享！请收下这小小的心意🙏

[@AhJu]

Thank you!

[@spyj1919]

點睇有D日股死都唔升，仲要係大公司? 求其搵三隻有日本郵政、旭化成(做晶片)、AVEX

[@JCJourney]

DXJ -
Expense Ratio
0.48%
Div Rate (TTM)
$3.03
Yield (TTM)
2.80%
Assets (AUM)
$4.63B

[@allanleo6317]

1306 ETF 會唔會收capital gain tax ga?

[@toniau613]

阿猪！！ Help! 日央話要加息 點算 😱全球資產係咪又爆！？可唔可以出條片講吓點算？ 唔該晒🫡

[@carleung3025]

👍

[@locharles8565]

安倍經濟學真係要用時間同歷史嚟證明佢嘅價值

[@husbandfishable]

阿豬，一直睇你D片，深入淺出，受益非淺。但我一入到Patreon，作為門外漢唔係好明點樣入手，會唔會有機會講解下你個Patreon/Discord ? 例如新手應該睇咩，想跟貼買咩股票又應該點睇之類。謝謝

[@AhJu]

你去到Patreon就有教學

[@yenlam0609]

豬豬 你講得好清楚 你一講我就明點解日本迷失係咩原因

[@dffaserff1571]

👍👍

[@Ronaldo-jq5uh]

Any tax for trading Japan stocks?

[@user-ij7hi1yq5f]

入左DXJ,希望2024,J得

[@Hsjandhahbbeip]

留言同禁like 先😜😜
其實我次次都會將你條片
分享比家人😂

[@AhJu]

Thank you so much ☺️

[@user-ze2hi2jj5b]

have a nice day

[@sumsum6476]

There is no link regarding fx risk control, would you post it again, thank you

[@AhJu]

日本股票+日圓操作➡️ ruclips.net/video/Cr1XrHVDsLg/видео.html

[@tamhalo0102]

想知阿豬用邊個charting platform，同埋你係加拿大點樣可以睇到CNBC?

[@AhJu]

TradingView

[@athenaexclamation4167]

IB disabled leverage trading in my account , they wont lift the ban wtf….

[@csfb123]

小朱啱啱去左日本😂😂

[@Fyawtfc]

抵你掂

[@JamesLWK]

依呢理由……我都係買返美股top 1嘅公司

[@fenix20075]

然而日本實體經濟無真正起過吧？叫chatbing列個表都可以睇到日本進出口額近五年係逆差緊，雖然國家經濟唔係睇本土經濟同進出口額咁單純，不過日本政府因為社會無現金流所以鼓勵巿民去賭錢？咁同吹泡有嘜分別？

[@ipadmini6home694]

阿豬，我買左啲日圓作為投資,點知越來越低,點算好?放係銀行又冇利息，請指點吓🙏

[@user-ns9ko8mg3r]

用日元買日股, 因為日元贬值,所以外國投资者角度来看股票是平了, 就入市, 这是另一未提及的升市原因。

[@pmame32]

美股及日股到頂了。好快被收割。日元一升就, 日股就玩完。

[@user-nh2qd5zd8d]

博主你好，请问如何看待美国富豪集体减持美股的行为，意味着什么呢，感谢

[@HODICHO]

Market crash快了來啊

[@panjkd4424]

有咩方法買日本股票

[@mr.spooky6134]

USE IB

[@gsmarcom]

@@mr.spooky6134 wt's the minimum amount for opening IB account?

[@user-ns9ko8mg3r]

我用Interactive Broker 買日股😊😊

[@jackywun2723]

熱錢來得快，去得也快，進不去實體經濟。

[@lilytse8413]

上年條片未有link

[@AhJu]

It’s at the end of the video

[@dearathena428]

But I can’t buy JP stock in FUTU 😢

[@cheungringo4730]

IB

[@stephenyip5827]

@@cheungringo4730ib真係得？我問cs好似話唔得⋯印度股叔印度人先得🤔

[@lukeylu7712]

Patron可不可以用crypto支付

[@AhJu]

唔可以啊

[@ChongGP]

香港邊間證券行可以買日股？

[@AhJu]

Interactive brokers

[@flyinglion2288]

我上個月轉咗做年費嘅patron三級豬之後，就唔能夠再睇到patron 完整既comment, 只能在email 睇到preview. 經email 入patron 又要再付費加入，請問點解？

[@AhJu]

Dm me on Patreon or email me

[@flyinglion2288]

@@AhJu, do you need my email address?

[@flyinglion2288]

Sorry, I don’t know how to DM you in Patron and I don’t have your email address.

[@AhJu]

[e-mail]

[@chiyuentsui8029]

而家MPF 50%美股，50%日股😁😆🤣

[@mingsomingnam384]

Me2

[@hehajames]

唔係對你個patron冇信心，而係要follow太多crypto information而冇時間睇🤣

[@user-sb4sg3sj6p]

啱啊

[@bigbigchanlow]

crypto係牛市 肯定好賺過炒日股

[@user-dn4kh2tt5j]

加上冇外匯風險👍

[@althea4082]

所以join patron 睇答案

[@user-ro1ko7nw5e]

@@bigbigchanlow真申stacking 緊 真心呢個市場cls

[@bobo-eo2qq]

點解更遲先講日股😅

[@AhJu]

上年已經講咗，無咩人睇

[@leoerikson26]

日股越高，日币越跌📉

[@sdfsafasfsf5545]

唔识日文所以都系唔买日股啦,至少你都要识日文识睇日本市场信息先敢掂

[@chococ7651]

其實d日本人開NISA戶口之後，都係攞晒黎買美國d指數基金
我個日本同事話日本未來信唔過，長線投資都係寧願買美股

[@25557813]

另一邊廂, 中國會迷失幾多年 ?

[@hokcheongau3192]

十年後再睇

[@hkccp]

炒p to b 應該含左撚十幾年

[@chanhenri9172]

咁就仆街囉，個個都睇好，聽日快啲出貨先，就返轉估計嚟緊夾一夾淡倉。謝謝分享。

[@chouex]

高位唱好，就快玩完

[@cheryllam38]

Thank you!