环球下周看点：美政府持续“关门”闹剧，联储高官密集发声

Group 1 - The U.S. stock market showed strength this week, with all three major indices rising over 1% and setting new historical records, although signs of weakening emerged on Friday [1] - The U.S. Senate rejected a bipartisan temporary funding bill, leading to a continued government shutdown, which has resulted in the Labor Department pausing nearly all economic activities and the inability to release the September non-farm payroll report [1] - Concerns among investors are growing that a prolonged data drought could hinder the Federal Reserve's ability to guide its decision-making regarding interest rates, potentially impacting economic growth [1] Group 2 - Artificial intelligence (AI) has become a driving force behind the sustained rise of the U.S. stock market, with many market movements relying on a few AI leaders [2] - Goldman Sachs analysts acknowledged that optimism surrounding AI and technology companies continues to push the U.S. stock market higher [2] - Jeff Bezos, founder of Amazon, described the current investment frenzy in the AI sector as a "good bubble," suggesting that despite the potential for a bubble to burst, the long-term benefits to society will be significant [2] Group 3 - Upcoming important economic events include the release of the Eurozone's October Sentix Investor Confidence Index and the announcement of Nobel Prize winners in Physiology or Medicine, among others, scheduled for next week [3] - The Federal Reserve will be in focus next week with multiple officials scheduled to speak, including Chairman Jerome Powell, who will address a community banking conference [3] - The market will pay close attention to the Federal Reserve's monetary policy meeting minutes and the implications of the ongoing government shutdown on economic indicators [3]