刚刚，日本旅游、消费股大幅下挫

Market Overview - On November 17, the Japanese stock market opened with a significant decline, with the Nikkei 225 index dropping over 1% at one point [3] - The Nikkei 225 index opened at 50,282.39, down 171.35 points or 0.34% from the previous close of 50,376.53 [4] Tourism and Consumer Stocks - Japanese tourism-related stocks experienced a sharp decline, with Shiseido's stock price falling by 11% and Japan Airlines dropping by 5% [5] - Other consumer and retail stocks also saw declines, with companies like Sanrio, Asics, and Fast Retailing all dropping over 6% [5] - The stock price of the Japanese grocery brand Muji fell by 12%, marking its largest drop since August 2024 [5] Specific Stock Movements - Major declines were noted in various companies, including: - Isetan Mitsukoshi Holdings, which saw its stock price drop over 12% [8] - Shiseido at 2,412.0, down 9.51% [6] - CyberAgent at 1,412.0, down 9.23% [7] - Japan Airlines at 2,878.0, down 4.61% [7] Economic Context - Japan's GDP reported a decline of 1.8% on an annualized basis for the third quarter, marking the first negative growth in six quarters [11][12] - The GDP decrease was attributed to external demand and a significant drop in housing investment, which fell by 9.4% compared to the previous quarter [12] - Analysts suggest that this economic contraction complicates the timeline for potential interest rate hikes by the Bank of Japan, with expectations leaning towards no policy changes until next year [12]