高市早苗要帶崩世界經濟，一次人生的發財機會來了

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moomoo 美國開戶連結：https://start.moomoo.com/0zHMIF moomoo 其他國家開戶連結：https://start.moomoo.com/0y7C4G 美國新客好禮：最高可获得$1000* 英偉達 + 8.1% APY （限時 2 個月 新加坡新客好禮：入金 S$5,000，得 S$100*英偉達+S$60 交易回饋券 馬來新客好禮：最高得 2200RM 好禮+6% pa（限時 30 天） 澳洲新客好禮：入金 2500AUD 共 15 次抽贈股 香港開戶富途牛兌換碼：Nicolas 香港牛牛：最高得$1800 港幣+額外$200 現金券 免責聲明： *活動附帶條款和條件，其他費用適用。投資有風險，此文不構成任何投資建議。股票獎勵的價值將根據其市場情況而變化。投資於資本市場產品涉及風險。本文所表達的全部觀點均來自尼可拉斯楊的獨立意見。 moomoo 證券（新加坡）及其相關公司均不內容及觀點負責。此廣告未經新加坡金融管理局審查 —————— 主頻道：https://www.youtube.com/@NicolasYoung 副頻道：https://www.youtube.com/@nicolasyounglive —————— 近幾週，日本政壇與債市出現極不尋常的變化。日本政府突然解散眾議院、提前大選，日本長天期國債殖利率快速飆升，40 年期國債突破 4%，10 年期國債利率創下近 30 年新高。這不是一則普通新聞，而可能是全球金融系統中，一張正在倒下的多米諾骨牌。 很多人只看到「日本加息」、「日本物價上漲」，卻沒有意識到：日本是全球最大的資本輸出國之一，持有數萬億美元的海外資產。一旦日本國內利率持續上升，日本銀行、日本財團與日本居民，將被迫重新配置資產，拋售美股、美債與全球風險資產，把資金拉回本國。 這正是市場最害怕的情境——債務、內部矛盾、地緣政治，同時共振，形成所謂的「完美風暴」。 本期影片，我將完整拆解： • 為什麼日本國債利率上升，會影響美股與全球市場 • 日本減稅、財政赤字與印鈔之間的真實邏輯 • 為何這次風險，可能不是短期修正，而是系統性重定價 • 在不確定性升高的年代，資金應該流向哪裡 • 黃金、資源、能源、現金，在未來的角色與配置思路 我不預測市場，也不做任何投資建議。本頻道所有內容僅為個人投資筆記與風險思考分享。投資從來不是算數學題，而是在混亂中管理風險、等待機會。 當大多數人還在忽略日本的變化時，真正的機會，往往已經悄悄開始醞釀。 #日本黑天鵝 #日本國債 #日本加息 #全球債務危機 #完美風暴 #美股風險 #黃金投資 #資產配置 #宏觀經濟 #金融危機 In recent weeks, highly unusual developments have emerged in both Japanese politics and the bond market. The Japanese government abruptly dissolved the House of Representatives and called for a snap election, while yields on long-dated Japanese government bonds surged. The 40-year JGB yield broke above 4%, and the 10-year yield reached its highest level in nearly 30 years. This is not an ordinary piece of news—it may represent the first domino falling in the global financial system. Many people focus only on headlines such as “Japan raising rates” or “Japan’s rising inflation,” but fail to recognize a critical fact: Japan is one of the world’s largest capital exporters, holding trillions of dollars in overseas assets. If domestic interest rates in Japan continue to rise, Japanese banks, conglomerates, and households may be forced to rebalance their portfolios—selling U.S. stocks, U.S. Treasuries, and other global risk assets, and pulling capital back home. This is precisely the scenario markets fear most: debt pressures, internal political and economic tensions, and geopolitical conflicts resonating simultaneously—forming what is known as a “perfect storm.” In this episode, I will break down: • Why rising Japanese government bond yields could impact U.S. equities and global markets • The real logic behind Japan’s tax cuts, fiscal deficits, and monetary expansion • Why this risk may represent not a short-term correction, but a structural repricing • Where capital may flow in an era of rising uncertainty • The evolving roles of gold, resources, energy, and cash in future portfolio allocation I do not predict markets, nor do I provide investment advice. All content on this channel represents my personal investment notes and risk-management thinking. Investing is not about solving math problems—it is about managing risk amid uncertainty and waiting patiently for opportunity. While most people continue to overlook the changes unfolding in Japan, the real opportunities may already be quietly taking shape. #JapanBlackSwan #JapaneseGovernmentBonds #JapanRateHikes #GlobalDebtCrisis #PerfectStorm #USStockMarketRisk #GoldInvestment #AssetAllocation #Macroeconomics #FinancialCrisis —————— 📌 投資風險免責聲明 本頻道所有內容僅代表個人觀點與研究分享，僅供學習與參考，不構成任何形式之投資建議、投資邀約或買賣推薦。 金融市場具有不確定性與波動風險，過往表現不代表未來結果。任何投資決策請依自身財務狀況與風險承受能力獨立判斷，盈虧自負。本頻道對因使用相關內容所產生之任何直接或間接損失，概不負責。 📌 Investment Disclaimer All content on this channel reflects personal opinions and research and is provided for educational and informational purposes only. It does not constitute investment advice, recommendations, or solicitation. Financial markets involve risk, and past performance does not guarantee future results. Viewers are responsible for their own investment decisions. The channel assumes no liability for any losses incurred.