高市妄言，日股“躺枪”！

Group 1: Japanese Stock Market Reaction - The Japanese stock market experienced significant declines, with the Nikkei 225 index showing volatility and major consumer sectors like tourism, airlines, and retail suffering losses [1] - Notable declines included a drop of over 12% for Mitsukoshi Isetan, and declines exceeding 9% for companies like Sony and Japan Airlines [1] Group 2: Economic Indicators - The 20-year Japanese government bond yield rose by 3 basis points to 2.745%, marking the highest level since August 1999 [3] - Weak GDP data has led to a downward adjustment in market expectations for Bank of Japan interest rate hikes, contributing to the yen's weakness [3] Group 3: Impact of Political Statements - High-profile political statements by Prime Minister Kishi Nobuo have led to increased geopolitical uncertainty, prompting criticism and concerns about Japan's national crisis [8][11] - The deterioration of Sino-Japanese relations is expected to have a significant negative impact on Japan's economy, particularly through reduced Chinese tourism [17][18] Group 4: Tourism and Economic Impact - China is Japan's largest trading partner, and a decline in Chinese tourists could lead to a GDP decrease of 0.36%, equating to an economic loss of approximately 2.2 trillion yen (around 101.16 billion RMB) [12][19] - Chinese tourists accounted for about 25% of all foreign visitors to Japan, with nearly 7.5 million visits in the first nine months of the year [14] Group 5: Market Sentiment and Future Outlook - Analysts have indicated that the market's future performance is contingent on maintaining high political support for the government and the ruling party [19] - Concerns over potential government stimulus measures have led to increased pressure on long-term government bonds and the yen [19]