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高市早苗的闹剧,让日本经济先中了“回旋镖”|京酿馆
Xin Jing Bao· 2025-11-20 08:29
打开百度APP畅享高清图片 ▲日本内阁府公布三季度GDP,按年率计算下降1.8%。图/IC photo 近期高市早苗的一番闹剧式表演,让日本经济挂上了新一层寒霜。 据经济日报报道,11月17日,日本内阁府公布三季度GDP,按年率计算下降1.8%,为六个季度以来首 次萎缩。日本金融市场出现股债汇"三杀",20年期国债收益率创1999年以来最高水平。 11月18日,日本金融市场再现股债汇"三杀"。日经225指数暴跌3.22%,日元对美元汇率当天一度下跌至 1美元兑换155.38日元,创今年1月以来最低水平。30年期国债收益率升至3.28%。 11月19日,东京股市两大股指连续4个交易日下跌,日经股指累计下跌2700多点。 日本金融市场的震荡,是日本国内经济低迷,高市早苗财政刺激和货币宽松计划引发市场抛售美元,美 国金融市场抛售科技股、加密货币和黄金等多重因素叠加的结果。其中,高市早苗的妄语妄行毒化了中 日关系,也是新生的市场重大风险。 11月20日早盘,日本金融市场止跌反弹,但是这并不代表高市早苗给日本经济造成的风险溢出效应会逐 渐消失。 这场作空日元的盛宴已经开了十几年。即使今年1月24日,日本央行将基准利率从 ...
高市早苗的闹剧,让日本经济先中了“回旋镖”
Xin Jing Bao· 2025-11-20 08:17
Core Viewpoint - The recent economic turmoil in Japan, marked by a 1.8% annualized decline in GDP for Q3, is attributed to a combination of internal economic stagnation and external geopolitical tensions, particularly involving China [1][6]. Economic Performance - Japan's Q3 GDP contracted by 1.8%, marking the first decline in six quarters [1]. - The Nikkei 225 index fell by 3.22%, and the yen depreciated to 155.38 against the dollar, the lowest since January [1]. - The 30-year government bond yield rose to 3.28%, the highest level since 1999 [1]. Market Reactions - The Japanese financial market experienced a "triple kill" in stocks, bonds, and currency, leading to significant sell-offs [1]. - The Tokyo stock market indices fell for four consecutive trading days, with a cumulative drop of over 2700 points [1]. Geopolitical Factors - The tensions between Japan and China, exacerbated by Prime Minister Kishi's provocative statements, have led to increased market volatility and investor caution [1][4]. - Japan's reliance on China for imports is significant, with over 50% of certain product categories sourced from China [4]. Investment Climate - The ongoing depreciation of the yen is seen as a result of high fiscal stimulus and military expansion policies under Kishi, which are viewed as contradictory and unsustainable [3]. - International investors have been shorting the yen, taking advantage of the interest rate differentials between Japan and the U.S. [2]. Economic Dependencies - Chinese tourists are crucial to Japan's economy, contributing approximately 30% to tourism revenue; a decline in their visits could significantly impact GDP [5]. - Japan's economic structure is heavily reliant on imports from China, with critical goods such as electronics and fertilizers being predominantly sourced from there [4]. Risk Mitigation - Analysts suggest that Kishi should retract her controversial statements to mitigate economic risks and stabilize market conditions [6]. - The potential for further economic decline in Japan is anticipated in Q4 due to existing structural issues and geopolitical uncertainties [6].
高市早苗的闹剧,让日本经济先中了“回旋镖” | 京酿馆
Sou Hu Cai Jing· 2025-11-20 08:16
Economic Overview - Japan's GDP for the third quarter has decreased by an annualized rate of 1.8%, marking the first contraction in six quarters [2] - The financial market in Japan has experienced significant turmoil, with the Nikkei 225 index dropping by 3.22% and the yen falling to its lowest level against the dollar since January [2][3] - The decline in the stock market has been compounded by a sell-off in bonds and currency, leading to the highest 20-year bond yield since 1999 [2] Government Policy Impact - Prime Minister Kishi's aggressive fiscal stimulus and monetary easing policies have contributed to market sell-offs, particularly affecting the yen's value [2][4] - The current debt level in Japan is approximately 263% of GDP, raising concerns about the sustainability of fiscal policies and potential increases in long-term interest rates [5] - The government's push for military expansion and fiscal stimulus is seen as providing new momentum for short-selling the yen [4] Trade Relations and Risks - Tensions with China, Japan's largest trading partner, have escalated due to provocative statements from Kishi, potentially leading to greater economic repercussions for Japan [3][6] - Japan's reliance on imports from China is significant, with over 50% of certain product categories sourced from China, highlighting the vulnerability of Japan's economy to trade disruptions [6][7] - A reduction in Chinese tourists could lead to a GDP decrease of 0.36%, equating to an economic loss of approximately 2.2 trillion yen [7] Market Sentiment and Future Outlook - Analysts predict continued economic decline in Japan for the fourth quarter due to existing structural issues and rising uncertainties [8] - There is a call for Kishi to retract controversial statements to mitigate risks to the economy, although it remains uncertain whether this will occur [8][9]
视频丨中国游客赴日游锐减 日本旅游业受冲击
0:00 日本首相高市早苗涉台错误言论所造成的负面影响持续发酵,日本旅游业及相关产业受到的冲击尤为严重。 据日本广播协会19日报道,随着中国赴日团体游的大面积取消,日本部分酒店的营收出现明显下滑。尤其冬季是日本北海道地区的旅游旺季,当地酒店住宿 从业者对未来数月的业绩表现深感忧虑。 世界旅游及旅行理事会的数据显示,旅游业约占日本国内生产总值的7%。而日本国家旅游局18日发布的最新估算数据显示,今年10月访日外国游客数达 389.63万人次。其中,来自中国大陆的游客数达71.57万人次,约占当月总人数的18.4%。日本野村综合研究所估计,中方的旅游提醒可能令日本今后一年旅 游消费收入减少1.79万亿日元,拖累日本国内生产总值减少0.29%。 据北海道地区札幌市的某家酒店工作人员介绍,自本月14日以来,中国游客的住宿订单就开始接连取消。据该酒店统计,截至19日,取消的订单已涉及约20 晚住宿。 责编:秦雅楠、侯兴川 札幌市某酒店经理 神谷亮佑:如果目前的情况只是暂时的,那么我认为影响尚且可控,但如果目前的情况持续下去,在旺季的12月到2月期间,影响将会很 明显。从酒店方面来说,必须持续关注这一情况变化。 据悉,在 ...
中国游客赴日游锐减 日本旅游业受冲击
Yang Shi Xin Wen· 2025-11-20 07:30
日本首相高市早苗涉台错误言论所造成的负面影响持续发酵,日本旅游业及相关产业受到的冲击尤为严 重。 据悉,在中方发布提醒避免前往日本旅游后,大量飞往日本的机票被取消,日本一家以中国游客为主要 客源的国际旅行社在今年剩余时间的预订量已锐减80%。 据日本广播协会19日报道,随着中国赴日团体游的大面积取消,日本部分酒店的营收出现明显下滑。尤 其冬季是日本北海道地区的旅游旺季,当地酒店住宿从业者对未来数月的业绩表现深感忧虑。 据北海道地区札幌市的某家酒店工作人员介绍,自本月14日以来,中国游客的住宿订单就开始接连取 消。据该酒店统计,截至19日,取消的订单已涉及约20晚住宿。 札幌市某酒店经理 神谷亮佑:如果目前的情况只是暂时的,那么我认为影响尚且可控,但如果目前的 情况持续下去,在旺季的12月到2月期间,影响将会很明显。从酒店方面来说,必须持续关注这一情况 变化。 世界旅游及旅行理事会的数据显示,旅游业约占日本国内生产总值的7%。而日本国家旅游局18日发布 的最新估算数据显示,今年10月访日外国游客数达389.63万人次。其中,来自中国大陆的游客数达71.57 万人次,约占当月总人数的18.4%。日本野村综合研究所 ...
二十四节令鼓、潮州英歌舞……全运会带动潮州“文体旅”深度融合
Yang Shi Xin Wen· 2025-11-20 07:17
Group 1 - The 15th National Games showcased a vibrant display of Lingnan culture and Greater Bay Area characteristics, highlighted by a stunning performance of the 24 Solar Terms Drums during the opening ceremony [2] - The 24 Solar Terms Drums performance, utilizing 24 single-faced lion drums, effectively combined traditional Chinese philosophy of the 24 solar terms with Southern Guangdong drum music, symbolizing unity and the spirit of sports [2] - The performance holds significant importance for showcasing Chaozhou culture to a national and global audience, emphasizing the commitment of local youth to cultural heritage [2] Group 2 - The National Games attracted numerous tourists to Chaozhou, who experienced the local Lingnan culture, with the Yingge dance, known as "Chinese Battle Dance," being particularly popular [4] - Visitors expressed excitement about the Yingge dance experience, appreciating the local cultural features and the opportunity to engage with intangible cultural heritage and local cuisine [4] - Chaozhou is actively promoting the integration of culture, sports, and tourism, introducing diverse sports projects while preserving the ancient city's traditional charm, aiming to attract more visitors [4]
特朗普再次语出惊人:全球第二大国家和第四大国家要合并?
Sou Hu Cai Jing· 2025-11-20 06:23
2024年11月,特朗普刚刚在美国大选中获胜,就开始对加拿大施压。他威胁要对加拿大征收25%的关税,声称这是为了应对边境的毒品问题和非法移民流 入。面对这种威胁,加拿大总理特鲁多急忙飞往佛罗里达的马阿拉歌庄园,与特朗普坐下来吃晚餐商讨对策。在晚餐上,特朗普毫不客气地提出了一个极端 的建议:不如让加拿大直接成为美国的第51个州,并且特鲁多可以担任这个州的州长。这个提议一出来,加拿大的高级官员们纷纷表态,表示加拿大是一个 主权国家,绝不会同意这一建议。 特朗普在上台之前,便在社交媒体上发出了类似的信号。2024年12月2日,他在一条帖子中暗示,如果加拿大无法解决贸易和边境问题,那就应该考虑并入 美国。不到一周的时间,12月11日,他再次公开称特鲁多为州长,并表示如果加拿大选择合并,那么美国每年给加拿大的1亿美元援助就不需要了,直接合 并更划算。对此,加拿大外交部长梅兰妮·乔利立即回应,强调这不是玩笑话,加拿大将全力抵抗特朗普施加的关税压力。 事实上,加拿大的经济确实在很大程度上依赖美国,尤其是出口。加拿大75%的出口都流向美国,包括汽车、木材和石油等。如果加征关税,可能会导致加 拿大的失业率大幅上升。2025年1 ...
体育搭台、文化唱戏,焕新颜!“中华战舞”引客来 古城旅游经济热力十足
Yang Shi Wang· 2025-11-20 04:19
Core Viewpoint - The hosting of the National Games has attracted numerous tourists to Chaozhou, allowing them to deeply experience the Lingnan culture, with the Yingge dance being particularly favored [1]. Group 1: Tourist Experience - Tourists are enjoying performances at the Yingge dance experience hall in the historical cultural district of Chaozhou, with the energetic drum sounds and agile dance steps impressing visitors [4]. - Visitor Mr. Xu expressed that the Yingge dance provided a novel experience, highlighting the local cultural characteristics and the charm of intangible cultural heritage and local cuisine [6]. - Visitor Mr. Wang mentioned that he enjoyed leisurely walking in the ancient city, appreciating the atmosphere of the old town and the comfort of the experience [10]. Group 2: Cultural and Artistic Engagement - Tourists can engage in hands-on experiences such as intricate wood carving and embroidery, allowing them to appreciate the craftsmanship [9]. - Visitor Ms. Hu noted that the ancient city of Chaozhou has a vibrant atmosphere related to the National Games, making her feel a sense of vitality [12]. Group 3: Integration of Culture, Sports, and Tourism - Chaozhou is actively promoting the deep integration of culture, sports, and tourism, leveraging the National Games as an opportunity to attract more visitors while preserving the traditional appearance of the ancient city [14].
四中全会精神在基层丨十八洞村再出发
Yang Guang Wang· 2025-11-20 02:49
Core Viewpoint - The article highlights the successful integration of cultural, agricultural, and tourism development in the rural area of Xiangxi, Hunan Province, particularly in the village of Shibadong, showcasing how traditional crafts like Miao embroidery have transformed into modern industries, contributing to local economic growth and poverty alleviation [1][2]. Group 1: Economic Development - The Miao embroidery industry in Shibadong has established deep collaborations with cultural institutions and universities, successfully entering international markets such as Singapore, France, and Germany, with an annual output value exceeding 20 million yuan [1]. - The village has diversified its economic activities, including the establishment of a spring water factory in 2017, which has strengthened the collective economy and provided local employment opportunities [2][3]. Group 2: Community and Cultural Impact - The village has become a model for rural revitalization, attracting young people to return and start businesses, driven by the support of local party organizations that provide platforms for entrepreneurship [4]. - The cultural heritage and craftsmanship are being passed down to future generations, with local artisans expressing pride in their work and the positive impact on community life [2][4]. Group 3: Tourism Development - Shibadong village was awarded the title of "Best Tourism Village" globally at the end of last year, reflecting the successful development of tourism infrastructure and the increasing number of visitors [2]. - The local hospitality industry, including traditional Miao-style guesthouses, has seen a significant rise in tourist numbers, contributing to the overall economic prosperity of the village [2].
新疆:开放自信气象新
Ren Min Ri Bao· 2025-11-20 02:10
Group 1: Tourism Development - Xinjiang's border inspection authorities processed 3.654 million entry and exit personnel in the first ten months of the year, a year-on-year increase of 36.4%, with foreign nationals accounting for 1.665 million, up 22.3% [1] - The Xinjiang government is focusing on enhancing tourism by developing unique tourism products, improving infrastructure, and elevating service quality to attract both domestic and international tourists [1] - In the first nine months of this year, Xinjiang received over 260 million domestic and international tourists, reflecting a year-on-year growth of 8.36% [4] Group 2: Environmental and Cultural Initiatives - Xinjiang is committed to green development, implementing integrated protection and systematic governance of its natural resources, including afforestation and land improvement efforts during the 14th Five-Year Plan period [2] - The region is actively preserving and promoting its cultural heritage, utilizing advanced technologies like 3D scanning and AI restoration to enhance the visibility of historical sites [2] - The local government emphasizes the importance of cultural integration and the promotion of traditional cultures among various ethnic groups in Xinjiang [2] Group 3: Infrastructure and Connectivity - By the end of 2024, Xinjiang's total road mileage is expected to exceed 230,000 kilometers, ensuring that all eligible villages are accessible by hardened roads and public transport [3] - Xinjiang has 28 civil airports, the highest number in the country, and has operated 693 domestic and international flight routes in the first ten months of this year, enhancing regional connectivity [3]