突然飙升！单日暴涨2000点

Group 1 - The core viewpoint of the articles highlights the contrasting market reactions to the U.S. government shutdown and employment data delays, with risk assets like U.S. stocks and Bitcoin reaching historical highs, while safe-haven assets like gold also surged, breaking the $3900 per ounce mark [1][3][4] - Gold prices have increased nearly 50% this year, driven by geopolitical risks, anticipated interest rate cuts by the Federal Reserve, a weakening dollar, and ongoing global central bank purchases of gold [3][4] - The U.S. government shutdown has entered its fifth day, delaying the release of significant economic data, including the September non-farm payroll report, which has contributed to market optimism despite the lack of concrete economic indicators [4][5] Group 2 - The Japanese stock market experienced a significant surge, with the Nikkei 225 index rising over 4% in a single day, gaining more than 2000 points and reaching a historical high above 47800 [5][7] - The bond and currency markets in Japan also showed volatility, with the 40-year Japanese government bond yield rising by 14 basis points to 3.52%, and the yen depreciating by 1.7% against the dollar, reaching a critical level of 150 [7][11] - The market's reaction is linked to the election of Sanae Takaichi as the new president of the ruling Liberal Democratic Party, who is expected to become Japan's first female prime minister, with her economic policies seen as a continuation of "Abenomics" but with a focus on fiscal expansion [11][12][13] Group 3 - Takaichi's economic policies include significant tax cuts and subsidies, as well as a shift away from strict fiscal discipline, allowing for increased government borrowing to stimulate the economy [13][14] - Analysts predict that Takaichi's fiscal stance will boost market confidence and positively impact the stock market, although there are concerns about the sustainability of this "Takaichi trade" and the need for clarity on policy specifics [14][15]