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美国政府关门?美股并不想看到
Hua Er Jie Jian Wen·2025-09-29 02:41

Group 1 - The potential government shutdown is expected to begin on October 1, with a 74% probability according to Polymarket data, raising concerns in the market [1] - The upcoming non-farm payroll report for September, a key economic indicator, may be delayed due to the shutdown, impacting investors' ability to assess economic health and Federal Reserve policy [2][3] - Historical patterns suggest that markets may exhibit resilience during government shutdowns, as seen in 2013 and late 2018, where declines were often reversed as attention shifted to other factors [3][4] Group 2 - The current political deadlock is more severe than previous instances, but analysts believe the market's reaction may not differ significantly from past shutdowns [4] - Investors are currently adjusting their portfolios, with some taking profits from high-performing tech stocks and reallocating to energy stocks, which have shown gains recently [4]