3分钟看清国庆全球要闻（申万宏观·赵伟团队）

Global Macro Assets - Major overseas stock indices rose during the National Day holiday period, with the S&P 500, Nasdaq, and Dow Jones increasing by 1.1%, 1.3%, and 1.1% respectively [3][8] - Gold prices reached new highs, increasing by 4.0%, while oil prices fell significantly, with WTI and Brent crude down by 7.5% and 8.3% respectively [3][20] - The 10-year U.S. Treasury yield fell by 7.0 basis points to 4.13%, and the dollar index decreased by 0.5% [12][14] Overseas Economic Data - The U.S. government shutdown has minimal impact on GDP, estimated at only 0.02% for a month-long closure, but may temporarily raise unemployment rates [4][25] - The ADP employment report for September showed a decrease of 32,000 jobs, significantly below the expected increase of 51,000 [45][46] - The ISM services PMI fell to 50, indicating a slowdown in service sector activity [50][51] Domestic Events and Data - During the National Day holiday, travel intensity decreased compared to the May Day holiday, with an average daily flow of 154 million people, a year-on-year increase of 4.9% [5][55] - Cross-border travel and niche tourism remained popular, with significant increases in bookings for border tourism [6][72] - The new round of growth stabilization plans focuses on quality and efficiency rather than mere scale expansion, emphasizing the need for AI empowerment [6][54]