历史新低！美国，突传重大利空！

Group 1: Consumer Confidence and Economic Indicators - The final consumer confidence index for November dropped to 51 from 53.6 in October, marking a historical low for the current conditions index at 51.1, which fell by 7.5 points [1][3] - Consumers' assessment of their personal financial situation decreased by approximately 15%, with 47% of consumers mentioning high prices negatively impacting their finances, marking the fifth consecutive month of increase in this sentiment [3][4] - Expectations regarding the job market worsened, with 69% of consumers anticipating a rise in unemployment over the next year, up from 64% in October, more than double the 32% from November last year [3][4] Group 2: Market Performance of Consumer Sectors - The consumer sectors in the U.S. stock market have faced significant declines, with the essential consumer goods sector dropping three times more than the S&P 500 index since October, while the non-essential consumer goods sector fell by 5.2%, making them the worst-performing sectors [2][3] - If the market closes this week as projected, it will be the first time since 1990 that both non-essential and essential consumer goods sectors are the weakest among the 11 sectors of the S&P 500 [2][3] Group 3: Broader Economic Concerns - Consumer spending accounts for approximately 70% of the U.S. economy, indicating that consumer activity is a critical variable despite market focus on companies like Nvidia [3] - The ongoing government shutdown has disrupted food assistance and affected many federal employees' pay, contributing to consumer frustration regarding high prices and shrinking incomes [4][5] - The unemployment rate rose to 4.4% in September, the highest level since July 2020, with initial claims for unemployment insurance reaching a four-year high, indicating increasing difficulty for unemployed individuals to find work [4][5]