刚刚，日本旅游、消费股大幅下挫

Group 1: Market Overview - On November 17, the Japanese stock market opened with a significant decline, with the Nikkei 225 index dropping over 1% [2] - Tourism-related stocks in Japan experienced substantial losses, with Shiseido's stock price falling by 11% and Japan Airlines dropping by 5% [2] - Other consumer goods and retail stocks also declined, with companies like Sanrio, Asics, and Fast Retailing all seeing drops exceeding 6% [2] Group 2: Stock Performance - Notable stock declines included: - Mitsukoshi Isetan: -9.75% [3] - Shiseido: -9.51% [3] - CyberAgent: -9.23% [3] - Ryohin Keikaku (Muji): -7.45% [3] - Japan Airlines: -4.61% [3] - The overall market sentiment reflects a bearish trend, particularly in the retail and tourism sectors [2][3] Group 3: Economic Context - Japan's GDP reported a year-on-year decline of 1.8% for Q3, marking the first negative growth in six quarters [5] - The GDP decreased by 0.4% compared to the previous quarter, influenced by external demand and a 9.4% drop in housing investment [5] - Analysts suggest that this economic contraction complicates the timeline for potential interest rate hikes by the Bank of Japan, with expectations leaning towards a delay in policy changes until next year [5]