日本旅游类股大幅下挫 11月17日，日本股市开盘大跌，日经225指数一度跌超1%。 日本旅游相关概念股大幅下挫，资生堂股价下跌11%，日本航空一度下跌5%。日本消费品、零售股同样走低，三丽鸥、亚瑟士、迅销等均跌超6%。日本 杂货品牌良品计划股价一度下跌12%，创2024年8月以来最大跌幅。 | 名称 | 现价 | 涨跌幅 * | 总市 三 | | --- | --- | --- | --- | | 三越伊势丹 | 2374.5 | -9.75% | 8724亿 | | 3099.T | | | | | 资生堂 | 2412.0 | -9.51% | 9648亿 | | 4911.T | | | | | CYBERAGENT网络 | 1412.0 | -9.23% | 7156亿 | | 4751.T | | | | | 李节信用 | 3623.0 | -8.07% | 67191Z | | 8253.T | | | | | 良品计划 | 3006.0 | -7.45% | 16880亿 | | 7453.T | | | | | 大日本印刷 | 2468.0 | -7.29% | 12944亿 | | 7912 ...

日本旅游类股大幅下挫 【导读】日本股市开盘大跌，日本旅游、消费股大幅下挫 11 月 17 日，日本股市开盘大跌，日经 225 指数一度跌超 1% 。 | W | | | 日经225(N225) | | | | | --- | --- | --- | --- | --- | --- | --- | | | | | 11-17 09:44:41 | | | | | 50205.18 | | 昨收 | 50376.53 | 成交额 | | 0 | | -171.35 | -0.34% | 今开 | 50282.39 | 成交量 | | 0 | | 上 涨 | 66 | 中 盘 | 1 | 下 跌 | | 158 | | 最高价 | 50313.11 | 市盘率 | 20.7 | 近20日 | | 5.51% | | 最低价 | 49845.86 | 市净率 | 2.36 | 今年来 | | 25.84% | | 分时 | モ日 | 日K | 周K | 月K | 更多 | (0) | | 叠加 50907.20 | | | | | | 1.05% | | | | | | | | 0.00% | | 86 | | | ...

Group 1 - French Agricultural Credit Bank analysts indicate that Japan's corporate capital expenditure is expected to become cautious due to U.S. tariffs and concerns over global economic slowdown, potentially leading to a quarter-on-quarter contraction in Japan's economy in Q3 2025 [2] - Barclays Bank reports a surge in European high-yield bond issuance driven by refinancing needs and increased dividend payments, with issuance surpassing €80 billion since 2025, marking the second-highest level for the period [2] - ING analysts suggest that if geopolitical risks ease, the dollar may face downward pressure due to reduced safe-haven demand, while strong U.S. inflation data has led to a reassessment of Federal Reserve rate cut expectations, supporting the dollar [3] Group 2 - Analysts believe the Bank of England may maintain a cautious interest rate stance for the remainder of 2025, with expectations to pause rate cuts in September and December, providing key support for the pound [4]

Core Viewpoint - Japanese companies are expected to be more cautious about capital expenditures due to the impact of US tariffs and concerns over a global economic slowdown, potentially leading to a contraction in the Japanese economy in the third quarter [1] Economic Outlook - Analysts predict that the Bank of Japan may raise interest rates as early as January 2026, contingent on the belief that the global economy will not decline and that economic policies will be effective enough to restore real GDP to positive growth starting in the fourth quarter [1] Consumer Behavior - The extreme heat during the summer may cause hesitation among consumers to go out, which could limit the recovery of consumer spending [1]