Market Overview - The Japanese stock market opened significantly lower, with the Nikkei 225 index dropping by 1.94% to 49,347.78 points [2][3] - The South Korean Composite Index experienced a decline of 1.5%, with a peak drop of 1.77% during the trading session [4][5] Impact on Specific Stocks - Japanese retail and tourism-related stocks faced heavy selling pressure, with some stocks plummeting over 10%. Notable declines included: - Isetan Mitsukoshi 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 tourists, saw a drop exceeding 11%, marking its largest single-day decline since early April [4][6] Economic Implications - Analysts predict that the Chinese government's travel advisories could negatively impact Japanese companies' performance, leading to swift stock sell-offs [6] - A forecast by Nomura Research Institute suggests that reduced Chinese tourist spending could result in a loss of approximately 2.2 trillion yen (around 14.3 billion USD) in tourism revenue for Japan, potentially dragging down Japan's GDP by 0.36% [6] - Japan's Cabinet Office reported a 0.4% quarter-on-quarter decline in real GDP for Q3, marking the first contraction in six quarters, attributed to factors such as high U.S. tariffs and weak housing investment [6]
日韩股市,开盘暴跌!
证券时报·2025-11-18 01:28