资生堂暴跌能否敲响日本警钟？

Group 1 - Japanese Prime Minister Kishi Nobuo's statement regarding Taiwan has triggered significant market reactions, leading to a sharp sell-off in tourism, retail, and airline stocks in Japan [1][5] - The Nikkei 225 index and the Tokyo Stock Exchange index both fell by 0.6% on the morning of November 17, with tourism-related stocks experiencing even greater declines [3][4] - Major companies such as Mitsukoshi Isetan and Takashimaya saw stock drops of 10.64% and 6.29% respectively, while Oriental Land Company, operator of Tokyo Disneyland, fell by approximately 5% [4] Group 2 - The source of the market turmoil can be traced back to Prime Minister Kishi's remarks on November 7, which suggested that a crisis in Taiwan could lead to Japan exercising collective self-defense [4][5] - The Chinese government issued travel warnings to its citizens, indicating a rise in crimes against Chinese nationals in Japan, which further exacerbated the situation [5] - The importance of Chinese tourists to Japan's economy is highlighted, with nearly 20% of international visitors to Japan in 2024 expected to come from China, contributing significantly to sectors like cosmetics and retail [5][6] Group 3 - Analysts predict that the Chinese government's travel warnings could lead to a decrease in Japan's tourism revenue by approximately 2.2 trillion yen, impacting Japan's GDP by 0.36% [5] - Japan's economy is already facing challenges, as indicated by a 1.8% decline in GDP in the third quarter, marking the first negative growth in six quarters [5]