环球市场动态：国庆期间海外市场波动

Market Overview - During the National Day holiday, overseas markets showed mixed performance, with the Taiwan, Thailand, and Philippines markets leading gains, while Vietnam experienced significant declines[2] - The US stock market initially rose but later turned negative, with technology stocks dragging the S&P 500 down, ending a seven-day rally[8] Economic Indicators - The US government shutdown and political instability in France contributed to a continued rise in gold prices, nearing $4,000 per ounce, with New York gold futures up 0.7% to $3,976.6[23] - The market anticipates the Federal Reserve will cut interest rates by 25 basis points in both October and December meetings, with current economic indicators showing a moderate cooling trend[4] Currency and Commodity Trends - The Japanese yen continued to weaken, with the USD/JPY exchange rate surpassing 152, reflecting ongoing market volatility[23] - The US Treasury market saw a rise in demand, with a strong auction for 3-year bonds, indicating investor confidence despite the government shutdown[25] Stock Performance - Major US indices closed with slight declines: Dow Jones down 0.2% to 46,602, S&P 500 down 0.4% to 6,714, and Nasdaq down 0.7% to 22,788[6] - In the Asia-Pacific region, Taiwan's stock index rose by 1.7%, while Vietnam's index fell by 0.6%[15] Sector Highlights - In the US, the consumer staples sector showed resilience, with core consumer goods rising 0.86%, while non-core consumer goods fell 1.43%[8] - In the Latin American markets, the Brazilian IBOVESPA index dropped 1.57%, with the non-essential consumer goods sector leading declines[8] Corporate News - Tesla's stock fell 4.45% after announcing a lower-priced version of the Model Y, priced at $39,990, which is about 15% lower than the previous base model[6] - IBM's stock rose 1.54% following its partnership with AI startup Anthropic to enhance enterprise software offerings[6]