日韩股市，开盘暴跌！

Market Overview - The Japanese stock market opened significantly lower, with the Nikkei 225 index dropping by 1.94% to 49,347.78 points [1][2] - The South Korean Composite Index also experienced a decline, falling by 1.5% during the trading session [3] Impact on Specific Companies - Japanese retail and tourism-related stocks faced heavy selling pressure, with some stocks dropping over 10% due to concerns over reduced Chinese tourist visits [4] - Notable declines included: - Mitsukoshi Isetan Holdings down 10.64% - Takashimaya down 6.29% - Sanrio down 7.8% - Asics down 6.6% - Fast Retailing down 6.9% - Shiseido, heavily reliant on Chinese consumers, saw a drop exceeding 11%, marking its largest single-day decline since early April [4] Economic Forecasts - Analysts predict that the Chinese government's travel warnings could negatively impact Japanese companies' performance, leading to rapid stock sell-offs [4] - A forecast by Nomura Research Institute suggests that reduced Chinese tourist spending could decrease Japan's tourism revenue by approximately 2.2 trillion yen (about 14.3 billion USD), potentially dragging down Japan's GDP by 0.36% [4] GDP Performance - Preliminary data from Japan's Cabinet Office indicated a 0.4% decrease in real GDP for Q3, marking a year-on-year decline of 1.8%, the first contraction in six quarters [5] - The decline is attributed to factors such as the impact of high tariffs from the U.S., reduced exports, and weak housing investment [5]