美股遭遇黑色星期五：海外市场周观察（1006-1012）

Group 1 - The report highlights that U.S. stocks experienced significant declines on "Black Friday" due to comments from Trump regarding tariffs on China, which may lead to a cycle of "threat-negotiation-exemption" [1][7] - The Federal Reserve officials expressed concerns about the labor market, with expectations of potential interest rate cuts increasing, particularly a 25 basis point cut in October [1][8] - The report emphasizes the importance of monitoring U.S.-China tariff negotiations and the impact of government shutdowns on data releases, while suggesting a favorable outlook for gold as a safe-haven asset [1][7] Group 2 - The report indicates mixed performance in global equity markets, with the Nikkei 225 showing the highest increase of 5.07%, while the Hang Seng Index and Dow Jones Industrial Average saw declines of 3.13% and 2.73%, respectively [2][29] - In the commodities market, COMEX silver and gold saw increases of 2.75% and 2.68%, respectively, while NYMEX light crude oil experienced a significant drop of 4.04% [24][43] - The report notes that the U.S. labor market remains a concern, with initial jobless claims data not being released due to the government shutdown, highlighting the uncertainty in economic indicators [8][29]