沸腾！道指再创新高，美国史上最长政府关门要结束了

Market Performance - The U.S. stock market showed a mixed performance on November 12, with the Dow Jones Industrial Average rising by 0.68% to set a new closing high, while the S&P 500 increased by 0.06% and the Nasdaq Composite fell by 0.26% [1] - Large technology stocks faced pressure, with Oracle down 3.88%, Meta and Tesla dropping over 2%, and Amazon and Google declining more than 1%. However, Nvidia, Microsoft, and Broadcom saw slight gains, with Qualcomm rising over 1% and AMD surging by 9% [1] - Bank stocks performed strongly, with Jefferies up over 5%, Goldman Sachs rising more than 3%, and Citigroup and Morgan Stanley increasing by over 2%. Gold stocks also performed well, with Hecla Mining and Harmony Gold both gaining over 5% [1] Chinese Stocks - Chinese concept stocks did not follow the upward trend of some U.S. indices, with the Nasdaq Golden Dragon China Index falling by 1.46%. Tencent Music dropped over 8%, while XPeng Motors, NIO, iQIYI, and Baidu fell by more than 2%. Li Auto, Alibaba, and JD.com also experienced declines of over 1% [2] Government Shutdown - There is strong market expectation for the resolution of the U.S. government shutdown crisis, which has lasted for 43 days, marking the longest in U.S. history. The House of Representatives is set to vote on a temporary funding bill, which is seen as a key factor supporting the strength of the Dow [3][4] - The Senate has already approved the bill, which will fund the government until January 30 and provide back pay for affected federal employees. President Trump has indicated he will sign the bill [4] Federal Reserve Changes - The unexpected announcement of Atlanta Fed President Bostic's retirement on February 28, 2026, has raised eyebrows, as it comes amid a critical period for the Federal Reserve. This decision is interpreted as a move to avoid potential controversy over reappointment [5][6] - The Trump administration is showing intent to reshape the Federal Reserve's decision-making body, with plans to dismiss Fed Governor Lisa Cook and decide on a successor for Chairman Powell in the spring [6]