一觉醒来，巨头突然“跳水”，发生了什么？

Market Overview - The U.S. stock market displayed a mixed performance with the Dow Jones rising by 1.18%, the S&P 500 slightly up by 0.21%, while the Nasdaq fell by 0.25% [1] - Major tech stocks showed varied results: Apple increased by over 2%, Broadcom by more than 1%, while Nvidia dropped nearly 3% following SoftBank's decision to liquidate its holdings in the stock [1] Economic Data Concerns - The prolonged government shutdown has led to significant disruptions in the collection of key economic data for October, raising concerns about the accuracy of economic assessments [2][4] - The Consumer Price Index (CPI), a crucial indicator for inflation, is notably missing, complicating market evaluations of price trends [3] Government Shutdown Impact - Economic forecasters are predicting a backlog of data releases once the government resumes operations, with the September employment report likely to be prioritized [5] - Despite the short-term economic impact of the 42-day shutdown, there is an optimistic outlook for a return to 3% to 4% growth by early 2026 [5] Market Sentiment Post-Shutdown - Historical data suggests that the end of government shutdowns typically signals positive market movements, with an average increase of 2.3% in the S&P 500 in the month following such events [7] - The anticipated resumption of government operations, combined with individual stock developments like SoftBank's actions, sets the stage for a new phase in market dynamics [7]