摘要
- 日圓匯率創近11月新低,赴日旅客增,為旅遊業帶來商機。
- 便宜日圓使外資加碼日股,日本經濟前景看好。
- 內需與外國旅客消費帶動中小型企業獲利。
日本一直以來都是台灣人出國旅遊選擇前三名,近期新台幣對日圓匯率持續探低,於6/16盤中出現「0.2082」的低點價位,創下去年七月以來的最佳價位,意味著若拿新台幣10萬元換日幣,可比今年四月時多換到約5.5萬日圓,相當於可以多買六張東京迪士尼門票,引發民眾熱烈反應,紛紛進場撿便宜,再度掀起一波旅日風潮。
日圓匯率甜在心頭 旅遊或投資都適合
低匯率除了赴日旅遊民眾受惠外,關注日本市場的投資人也正積極關注。舉例來說,股神巴菲特與不少私募基金巨擘近年來也對日本市場保持高度興趣,持續加碼日股,看好日本經濟及產業競爭優勢,其中中小型企業的潛力令人期待。
據日本財務省最新統計數據顯示,截至6月13日,外資已經連續十周加碼日股,自2025年以來,外資買超日股金額擴增至1.23兆日圓。
日本薪資漲幅創新高加上低匯率帶動赴日旅客年增數倍,為日本內需及消費帶來強勁的成長,使得大型企業漲勢正在起步,中小型企業則更受惠於內需及消費成長,其未來獲利率及股價漲幅有大機率勝過大型企業,值得投資人關注。
投資人若有大量日圓,除了可以去日本旅遊之外,也可直接在台灣申購日幣計價的日本股票型基金,參與日本股市的機會。
舉例來說,瀚亞投資-日本動力股票基金就有提供日幣計價讓投資人選擇。該檔基金研究團隊透過主動操作、量化篩選,尋找出正處於折價的中小型企業股票,並結合獲利穩定之大型企業,建構出超越大盤表現的投資組合,建議投資人在目前日圓匯率仍具吸引力時,分批購入參與市場,有機會以較低的成本獲取較高的報酬。
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