企业如今才开始统计美国政府停摆造成的影响

Core Insights - The longest government shutdown in U.S. history, lasting 43 days, has ended, but its consequences are just beginning to manifest in domestic and international businesses [1] - Companies closely tied to federal government spending, contracts, and regulatory approvals are assessing the impact on their revenues and profits, with warnings ranging from cautious to downward revisions of earnings guidance [1] Group 1: Impact on Specific Companies - Clearfield, a manufacturer of fiber and telecom products, reported that the entire industry's fiber supply is constrained, and delays in the $42.5 billion Broadband Equity, Access, and Deployment (BEAD) program approvals have created uncertainty in the community broadband market [1] - Spectrum AI, which applies AI tools in medical diagnostics, has lowered its revenue guidance due to anticipated reductions in contract-related work with the Biomedical Advanced Research and Development Authority as a result of the shutdown [6] - Kejie, a molecular diagnostics company, stated that the shutdown has negatively impacted sales, exacerbating funding constraints in the academic and research sectors [7] Group 2: Broader Industry Effects - The advertising agency WPP, listed in London, significantly lowered its earnings guidance due to a decline in revenue from its government public relations services, which led to a drop in its stock price [3] - Hilton Foods, a meat and fish packaging company, issued a profit warning stating that its Greek smoked salmon factory would not restart production this year due to U.S. freight regulatory restrictions not being lifted in time [8] - DiamondRock Hospitality and Red Robin Gourmet Burgers attributed reduced customer traffic and low consumer sentiment to the government shutdown, leading DiamondRock to lower its fourth-quarter earnings expectations [9] Group 3: Capital Market Implications - UBS identified the government shutdown as a potential negative factor for initial public offerings (IPOs), indicating that delays in the IPO schedule could impact equity capital market revenues [9] - Unilever postponed the spin-off of its Magnum ice cream business due to the U.S. Securities and Exchange Commission's inability to timely declare the necessary registration statement effective for its stock listing [9] - The overall economic impact of the shutdown is significant, with some companies or industries experiencing far greater negative effects than average, although the duration of these impacts remains uncertain [3][10]