深夜全线暴跌，发生了什么？

Core Points - The U.S. stock market experienced a significant decline, with major indices dropping sharply, particularly the Nasdaq which fell over 3%, marking its largest single-day drop since April [1][3] - The decline was attributed to rising uncertainties in the market, exacerbated by the U.S. government shutdown and large-scale layoffs initiated by the Trump administration [1][9] - Macro data indicated a drop in consumer confidence, with the University of Michigan's consumer sentiment index hitting its lowest level since May at 55 [1][11] Market Performance - The Dow Jones Industrial Average fell by 1.9%, while the Nasdaq dropped by 3.56% and the S&P 500 decreased by 2.71% [3] - Major tech stocks suffered significant losses, with TSMC ADR down over 6%, and companies like Tesla, Nvidia, and Amazon dropping more than 4% [5] - Chinese stocks were also affected, with the Nasdaq Golden Dragon China Index declining over 6% [6] Sector Impact - The energy sector faced severe losses, with WTI crude oil prices plummeting over 4% and Brent crude down 4.62% [6] - Cryptocurrencies experienced a massive sell-off, with Bitcoin dropping over 13% and Ethereum falling more than 17% [6] - There was a notable increase in demand for safe-haven assets, with gold prices rising over 1% and U.S. ten-year Treasury yields falling to 4.034% [7] Government Actions - The Trump administration's decision to implement permanent layoffs of federal employees during the government shutdown marked a significant shift from previous practices [9][10] - The layoffs are expected to impact thousands of federal workers across multiple departments, intensifying market anxiety [9][10] Consumer Sentiment - The consumer confidence index reflects stagnation, with expectations of rising unemployment and inflation outpacing income growth [11] - Approximately 63% of respondents anticipate an increase in unemployment rates next year, with over two-thirds expecting inflation to exceed income growth [11]