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英國投資者購買 STRC 面臨雙重徵稅,21Shares ETP 或為更優替代方案

2026-03-31 09:28:10

ChainCatcher 消息,Strategy 旗下優先股 STRC 於 3 月 30 日登陸英國交易平台 Trading 212,年化收益約 11.5%。然而,英國投資者直接持有 STRC 可能面臨重稅壓力。在美國,STRC 每月派息被歸類為資本返還(ROC),無需繳稅;但英國券商通常將其列為境外股息,須按邊際股息稅率徵收所得稅,基本稅率納稅人稅率為 8.75%,高收入者高達 39.35%,出售時還需額外繳納資本利得稅(CGT),實際淨收益率估計僅約 10%。

加密分析師 James Van Straten 建議英國投資者轉而考慮在歐交所阿姆斯特丹及巴黎上市的 21Shares Strategy Yield ETP,該產品管理費為零,採累積型結構,收益自動再投資而非現金派發,出售時通常僅須繳納 CGT,無所得稅負擔,稅務效益顯著更優。

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