大事不断！美国政府关门危机持续、高市早苗将当选日本首相、中国资产全线走强...A股节后将如何演绎？

Group 1: U.S. Government Shutdown - The U.S. government shutdown crisis is ongoing, with the House Republican leadership deciding not to return to Washington, indicating a prolonged shutdown that will impact key economic data releases [4] - Economic decisions are becoming more challenging due to the lack of accurate data, leading businesses and policymakers to make educated guesses about economic trends [4] - Despite short-term uncertainties, some analysts believe that markets have historically shown resilience to government shutdowns, with past experiences indicating potential reversals in market declines once attention shifts to other factors [5] Group 2: Japan's New Prime Minister - High-profile politician, Sanae Takaichi, has been elected as the new president of Japan's ruling Liberal Democratic Party, expected to become Japan's first female Prime Minister [7] - Takaichi advocates for fiscal expansion and a right-leaning political stance, calling for the maintenance of loose monetary policy and opposing interest rate hikes by the Bank of Japan [8] - Analysts predict significant impacts on the yen and Japanese government bond markets due to Takaichi's victory, with expectations of a weaker yen and a steepening yield curve [9][10] Group 3: A-Share Market Outlook - Historical analysis indicates a calendar effect in the A-share market, with the strongest performance observed in the first five trading days after the National Day holiday, showing a median return of 2.27% and an 80% win rate [12] - The current bullish trend in China's earnings fundamentals is believed to be developing, supported by external demand and improving domestic price stability [12] - Economic forecasts suggest a "N"-shaped oscillation in the fourth quarter, with technology remaining a key focus, while resource and consumer sectors may attract funding due to favorable policies [13]