日本消费税上调 从5%调至8%
关键字：日本消费税
4月1日日本消费税从5%上调至8%，上一次日本上调消费税是在1997年，当时经济已经滑入衰退。为了抵御增税冲击消费，安倍晋三政府准备了5.5万亿日元的刺激措施，并把下一次消费税上调推迟到了明年。
彭博新闻社此前调研显示，每5个经济学家有1个预期日本央行会在一季度加大宽松。最新的调研显示，35%的人预期2季度会增加QE规模。目前日本央行每月资产购买规模约为7万亿日元。
由于市场对日本经济改革的动力失去耐性，同时美联储收缩刺激可能打压全球复苏，以及对中国经济增长率预期跌至24年最低，地缘政治风险上升等多重负面因素，导致大量资金从日本股市撤离。
日本财务省数据称，今年海外基金经理撤出资金超过210亿美元，而去年进入日本的资金达到1550亿美元，创下历史记录。截至3月14日的一周内，海外投资者共抛售了9750亿日元日本股票，创下1987年“黑色星期一”来最高，当时日本股市崩盘单周抛盘达1.2万亿日元。彭博社新闻社的数据显示，美国市场专注日本市场的ETF基金3月份撤出了2.431亿美元资金，自去年8月以来首次出现资金净流出。
东证股价指数（Japan’s Topix）去年上涨了51%，但今年一季度已经下跌了8.9%，跌幅是排名倒数第二的香港股市的两倍。做空者是压低日本股市的主力，3月份做空交易占到东京证交所日交易量的36%。单周海外投资者共出售了价值9750亿日元股票，创自1987年日股大崩溃以来单周抛售记录。
上周东证指数上涨3.5%，使得一季度跌幅减小至8.9%。摩根士丹利世界指数上涨了0.5%，标普500指数则下跌了0.5%，美国基准指数去年涨幅达到30%，创下16年来最高。
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本文来源： 大田环球贵金属
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