美政府关门？市场不在意！

Group 1 - The overall performance of the US stock market in September has been strong despite concerns about a potential government shutdown, with major indices rising [1] - Investors are focusing on positive signals, such as the upward revision of the US Q2 GDP annualized growth rate to 3.8%, which is the strongest performance since Q3 2023 [1] - Financial strategists suggest that the potential government shutdown is not a significant risk, encouraging investors to focus on other market drivers like the Federal Reserve's interest rate cuts and strong corporate earnings [2] Group 2 - Historical data indicates that government shutdowns have had limited impact on the US economy and financial markets, with the S&P 500 showing no change during shutdowns since 1976 [2] - The last major government shutdown from 2018 to 2019 did not significantly affect the stock market, which even rose by 10% during that period [2] - Analysts warn that the current economic environment is more fragile than in previous shutdowns, with instability in the job market and potential federal workforce cuts [3] Group 3 - The interruption of important economic data releases due to a government shutdown could complicate the analysis of labor market conditions, which are already complex [4] - Missing key economic data, such as the employment report and consumer price index, could significantly increase challenges for analysts [4]