IC Markets：众议院投票启幕，全球市场将迎何种转向？

Group 1 - The U.S. House of Representatives is set to vote on a funding bill aimed at ending the government shutdown, which is a key focus for the market today [1] - The U.S. Supreme Court has extended the suspension of a judge's order requiring the Trump administration to fully fund the Supplemental Nutrition Assistance Program (SNAP), allowing the government to withhold $4 billion in food aid for 42 million low-income Americans until Thursday [3] - The NFIB's small business optimism index for October showed a slight increase, but sales and profit expectations have declined, indicating a mixed outlook for small businesses [4] Group 2 - Switzerland and the U.S. are expected to finalize a tariff reduction agreement this week, potentially lowering U.S. tariffs on Swiss exports from 39% to 15%, which could alleviate pressure on Swiss exporters, particularly watch manufacturers [5] - The ZEW economic sentiment index for Germany fell short of expectations, indicating continued weakness in the German economy, with the current economic situation index rising to -78.7, below the anticipated -78.2 [5] - Microsoft announced a $10 billion investment in Sintra, Portugal, to build an AI data center, collaborating with Start Campus, Nscale, and NVIDIA, aiming to establish a leading AI hub in Europe [5] Group 3 - Global stock markets continued to rise, with European markets leading, particularly in the healthcare sector, which outperformed the technology sector amid a rotation in investor preferences [6] - The Dow Jones Industrial Average rose by 1.2%, while the S&P 500 increased by 0.2%, despite concerns over high valuations in tech stocks, which contributed to a 0.3% decline in the Nasdaq Composite Index [6] - Asian markets opened higher, with U.S. and European futures also showing gains, indicating a potential recovery in U.S. tech stocks after a poor performance [7]