美国政府关门似乎“无关痛痒” 三大期指集体走高

Market Overview - U.S. stock index futures showed slight gains ahead of the market opening, indicating investor indifference towards concerns about the latest government shutdown [1] - As of the report, Dow Jones futures rose by 0.02%, S&P 500 futures increased by 0.28%, and Nasdaq 100 futures climbed by 0.57% [2] Economic Context - The U.S. stock market experienced a four-day rally, with both the Dow and S&P reaching historical highs, as investors believe the government shutdown will be brief and limit severe economic impacts [3] - The government shutdown, which has not occurred in seven years, was triggered by a failure to reach an agreement on a funding bill before the deadline [3] Investor Sentiment - The primary concern for investors is the duration of the current deadlock, with predictions suggesting the shutdown could last at least three days, and traders betting it may extend to nearly two weeks [4] - Dan Niles, founder of Niles Investment Management, expressed that the current government shutdown might last longer than the one in 2018, but emphasized that other factors will be more significant [4] Key Factors Influencing Market - Niles identified three critical factors that could influence the market: strong upcoming Q3 earnings, sustained optimism around artificial intelligence, and the Federal Reserve's next meeting on October 29, where he anticipates three rate cuts this year [4] - Historically, the stock market has not been significantly affected by government shutdowns, but current instability in policy and macroeconomic conditions, along with inflation concerns, are making investors cautious [5] Corporate News - Berkshire Hathaway announced plans to acquire Occidental Petroleum's chemical subsidiary OxyChem for $9.7 billion, marking its largest deal since acquiring Alleghany for $11.6 billion in 2022 [7] - Amazon launched a new private label grocery brand, "Amazon Grocery," aimed at competing with Walmart and Costco, offering over 1,000 grocery items priced below $5 [7] - DoorDash completed its acquisition of UK rival Deliveroo, valuing the deal at approximately £2.9 billion [8] - OpenAI completed a stock transaction that valued the company at $500 billion, surpassing SpaceX to become the highest-valued startup globally [11]