股市走高带动日本高额消费，珠宝、豪车走俏

Group 1 - The core viewpoint of the articles highlights the significant increase in high-end consumer goods sales in Japan, driven by the rising Nikkei average index, which has surpassed 50,000 points this year [2][5][6] - Matsuya's jewelry sales in November saw a year-on-year increase of approximately 2.5 times, with luxury watches also experiencing a growth of about 65% [4][5] - The estimated consumption boost from the stock market rise is projected to be around 1.5 trillion yen, which could increase annual consumption by 0.4 percentage points [5][6] Group 2 - Takashimaya reported a 4% year-on-year increase in sales from its "foreign customer" department in November, marking five consecutive months of growth [5] - The sales of high-end watches priced between 5 million to 10 million yen and jewelry over 10 million yen have been particularly strong [5] - The luxury car market is also thriving, with Ferrari's new car sales in November increasing by 5% to 140 units, setting a record for the month [6] Group 3 - Despite the growth in high-end consumption, there remains a significant divide in consumer behavior, with many still exhibiting frugality due to rising prices and stagnant real wage growth [6][7] - A survey indicated that 75% of respondents planned not to travel during the year-end and New Year period, citing high travel costs and economic constraints [7] - The asset effect from the stock market is primarily benefiting older individuals, while the impact on the middle class is weaker, leading to further polarization in consumer spending [7]