东京股市旅游股大跌

Group 1 - Concerns over deteriorating China-Japan relations have led to a sell-off in tourism-related stocks in the Tokyo stock market, with some stocks dropping over 10% [1] - Notable declines include Mitsukoshi Isetan Holdings down 10.64%, Takashimaya down 6.29%, and Shiseido, which is heavily reliant on Chinese consumer spending, dropping over 11% [1] - The operator of Tokyo Disneyland, Oriental Land Co., saw its stock decrease by approximately 5%, while All Nippon Airways Holdings fell by 4.74% [1] Group 2 - Analysts at Mitsubishi UFJ Morgan Stanley Securities predict that the Chinese government's travel warnings will negatively impact the performance of related companies, prompting rapid stock sell-offs [1] - According to Japan's National Tourism Organization, nearly one-fifth of international visitors to Japan in 2024 are expected to come from China, amounting to about 7 million people [1] - Nomura Research Institute forecasts that the Chinese government's travel advisories could lead to a reduction in Japan's tourism revenue by approximately 2.2 trillion yen (about 14.3 billion USD), which may drag down Japan's real GDP by 0.36% [1]