美股小幅收涨,中国资产走强
Zhong Guo Zheng Quan Bao·2025-10-02 00:16

Market Overview - On October 1, the first day of the U.S. federal government shutdown, major U.S. stock indices saw slight gains, with the Dow Jones Industrial Average up 0.09%, the S&P 500 up 0.34%, and the Nasdaq Composite up 0.42% [1][2] - The Chinese concept stocks collectively rose, with the Nasdaq Golden Dragon China Index increasing by 1.44% and the Chinese Technology Leaders Index up by 1.23% [4] Sector Performance - Among the 11 major sectors of the S&P 500, 7 sectors declined, with the Materials sector down 1.17% and the Financial sector down 0.92% [4] - The Healthcare sector led the gains, rising by 3.01%, followed by the Utilities sector, which increased by 0.92% [4] - Major tech stocks mostly rose, with Tesla up over 3%, Alphabet up 0.82%, and Amazon up 0.48% [4] Employment Data - The U.S. private sector lost 32,000 jobs in September, marking the largest decline since March 2023, significantly below the market expectation of a gain of about 50,000 jobs [9] Federal Government Shutdown - The Senate rejected a temporary funding bill proposed by Republicans, leading to the federal government shutdown, which affects approximately 750,000 federal employees [8] - The shutdown is expected to have a slight impact on GDP growth, with estimates suggesting a decrease of 0.1-0.2 percentage points for each week it continues [8] Commodity Prices - Gold prices retreated after reaching historical highs, with COMEX gold futures down 0.31% to $3,885.6 per ounce [5][6] - Oil prices also fell, with light crude oil futures down 59 cents to $61.78 per barrel, a decline of 0.95% [7]