美国密歇根大学10日发布的调查数据显示，10月份美国消费者信心指数初值下降，跌至五个月以来低 点。 美国密歇根大学发布的调查数据显示，10月份美国消费者信心指数初值，从9月的55.1降至55，触及5个 月来低点，为连续第三个月下滑。 分析指出，眼下高物价和就业前景低迷仍是美国民众最关心的问题，他们普遍认为短期内情况难以出现 实质性改善。密歇根大学的调查显示，消费者对未来一年通胀预期仍维持在4.6％的高位，长期通胀预 期也稳定在3.7％，二者均远高于美联储2％的政策目标。美联储在9月的议息会议纪要中指出，预计关 税上调将推高今年通胀，到2026年还将进一步加剧通胀压力。与此同时，美国就业市场降温态势明显。 同一项调查显示，仍有近半数美国家庭预计明年就业形势将继续恶化。 （来源：经济日报） 转自：经济日报 ...

沃特未透露裁员具体人数、具体部门。据美国媒体报道，此次针对联邦雇员的裁员可能人数多、影响 广。国土安全部、卫生与公共服务部、财政部等均有裁员计划。 《纽约时报》一篇报道认为，在政府"停摆"期间试图解雇联邦雇员，特朗普政府此举可能会让当前财政 僵局进一步升级、导致高昂代价。特朗普将"停摆"视为一种政治优势，借此机会重新安排联邦预算，并 对政治对手进行报复。 由于政府关门，美国劳工统计局此前未能按计划于10月3日公布月度就业数据统计报告。不过，据 CNBC报道，美国劳工统计局将于美国东部时间10月24日周五上午8：30公布2025年9月份的消费者价格 指数（CPI）数据，比原定时间晚9天。 德意志银行分析师在一份报告中表示，政府关门导致经济数据停电，这让投资者"在某种程度上对美国 经济视而不见"。 密歇根大学10日公布的数据显示，美国10月份消费者信心指数初值为55，低于9月份的55.1，连续三个 月下降。尽管该数据高于经济学家此前普遍预期的54.2，但仍显著低于2025年初及特朗普重新入主白宫 前的水平。当前指数已接近2021年通胀高峰期的低位，延续了自特朗普2025年再度就任以来的下行趋 势。 新华财经北京1 ...

美国劳工统计局召回员工，以便在本月底前汇总9月份消费者物价指数报告。美国社保局使用第三季度 消费者物价指数数据来确定下一年度社保受益人的年度生活成本调整额。报告可能将在美联储10月28日 至29日举行的联邦公开市场委员会政策会议前公布。投资者预计美联储本次会议将再次降息，但鉴于通 胀率仍远高于目标水平，美联储一些官员对此表示犹豫。 密歇根大学10日公布，10月份消费者信心指数初值为55，略低于9月份的55.1。经济学家此前普遍预期 该数据为54.2。 纽约商品交易所黄金期货市场交投最活跃的2025年12月黄金期价10日上涨1.58%，收于每盎司4035.50美 元。 数据发布后金价上涨。 经过9日大幅下跌，黄金、白银价格当日出现反弹。近期黄金、白银市场单日价格波动幅度较大，表明 波动性仍将保持高位。 世界黄金协会10日发布了黄金交易所交易基金（ETF）月度报告，显示第三季度黄金流入量创历史新 高，其中9月份流入量占同期黄金流入量的60%以上。报告显示，9月份145.6吨黄金流入全球黄金ETF， 价值超过173亿美元。今年第三季度，黄金ETF持仓增加了221.7吨，价值近260亿美元。 当天12月交割的白银期货 ...

转自：新华财经 新华财经纽约10月10日电（记者徐静）纽约商品交易所黄金期货市场交投最活跃的2025年12月黄金期价 10日上涨1.58%，收于每盎司4035.50美元。 经过9日大幅下跌，黄金、白银价格当日出现反弹。近期黄金、白银市场单日价格波动幅度较大，表明 波动性仍将保持高位。 美国劳工统计局召回员工，以便在本月底前汇总9月份消费者物价指数报告。美国社保局使用第三季度 消费者物价指数数据来确定下一年度社保受益人的年度生活成本调整额。报告可能将在美联储10月28日 至29日举行的联邦公开市场委员会政策会议前公布。投资者预计美联储本次会议将再次降息，但鉴于通 胀率仍远高于目标水平，美联储一些官员对此表示犹豫。 密歇根大学10日公布，10月份消费者信心指数初值为55，略低于9月份的55.1。经济学家此前普遍预期 该数据为54.2。 数据发布后金价上涨。 世界黄金协会10日发布了黄金交易所交易基金（ETF）月度报告，显示第三季度黄金流入量创历史新 高，其中9月份流入量占同期黄金流入量的60%以上。报告显示，9月份145.6吨黄金流入全球黄金ETF， 价值超过173亿美元。今年第三季度，黄金ETF持仓增加了221 ...

Market Overview - The U.S. stock market experienced a significant decline, with the S&P 500 and Nasdaq Composite Index recording their largest single-day drop since April [1][2] - Major technology stocks fell sharply, with Nvidia dropping 4.89%, resulting in a market value loss of $228.7 billion (approximately 163.18 billion RMB) [1][2] Index Performance - The Dow Jones Industrial Average closed at 45,479.60, down 878.82 points (1.90%) [2] - The S&P 500 index fell by 182.60 points (2.71%) to 6,552.51 [2] - The Nasdaq Composite Index decreased by 820.20 points (3.56%) to 22,204.43 [2] Sector Performance - Semiconductor and cryptocurrency stocks led the declines, with the Philadelphia Semiconductor Index dropping 6.32% [2] - Notable declines included Circle down over 11%, Arm down over 9%, and AMD, Qualcomm, and Coinbase each down over 7% [2] Chinese Stocks - Chinese stocks also saw widespread declines, with the Nasdaq Golden Dragon China Index falling 6.10% [3] - Individual stocks such as Daqo New Energy and Global Data fell over 14% and 13%, respectively [3] Consumer Confidence - The preliminary consumer confidence index for October from the University of Michigan was reported at 55, the lowest since May, with a previous value of 55.1 [3][4] - Consumer sentiment regarding personal finances and the business environment improved, but expectations for future finances declined [3] Inflation Expectations - Short-term inflation expectations decreased from 4.7% to 4.6%, while long-term expectations remained stable at 3.7% [4] Government Layoffs - The U.S. government has begun layoffs as part of a plan to reduce federal government size, with the Department of Education and the Cybersecurity and Infrastructure Security Agency (CISA) confirming staff reductions [4][5]

Core Insights - The October consumer confidence index in the U.S. has declined for the third consecutive month, reflecting growing public concern over the economic outlook amid government shutdown, high inflation expectations, and slowing job growth [1][2] - The current index is significantly lower than levels seen in early 2025 and before the return of former President Trump, nearing lows observed during the inflation peak in 2021 [1] - Consumer inflation expectations for the next year have slightly decreased from 4.7% in September to 4.6%, still above the current actual inflation rate of 2.9% [1] Economic Context - Consumer spending accounts for about two-thirds of the U.S. economy, making changes in consumer confidence a significant indicator of overall economic trends [2] - Historical data shows that government shutdowns, while having limited direct economic impact, often lead to significant declines in consumer confidence [2] - The ongoing government shutdown has entered its 10th day, causing key economic indicators to be suspended, making the Michigan survey a crucial alternative for gauging economic direction [1][2] Political and Monetary Policy Implications - The U.S. economy is currently in a sensitive phase with slowing hiring rates, uncontrolled inflation, and rising recession risks [2] - Federal Reserve Chairman Jerome Powell has indicated that policymakers are attempting to guide the economy through a "challenging situation" during this turbulent period [2] - Analysts warn that if the government shutdown continues and consumer confidence weakens further, it may suppress household spending willingness, posing downward pressure on economic growth [2]

Market Performance - Chinese concept stocks showed overall weak performance, with the Wind Chinese Technology Leaders Index, Wind Chinese Stocks 100 Index, and Nasdaq Golden Dragon China Index all declining over 2% [2] - The Wind Chinese Technology Leaders Index is currently at 4732.44, down 3.06%, while the Wind Chinese Stocks 100 Index is at 3267.28, down 2.96% [3] Futures and Commodities - The FTSE China A50 Index futures experienced a sharp drop, currently down 1.14% [2] - As of the latest update, WTI crude oil fell over 3%, reaching a new low since early May, while Brent crude oil dropped over 2%, currently priced at $63.60 per barrel [5] Consumer Confidence - The preliminary consumer confidence index from the University of Michigan for October is reported at 55, the lowest since May, with a previous value of 55.1 and an estimate of 54.2 [6] - Consumer sentiment regarding current personal financial situations and the business environment for the next year has improved, but expectations for future personal finances and current purchasing conditions for durable goods have declined, leading to a net neutral outlook [7] Federal Reserve Insights - Federal Reserve Governor Waller expressed an open attitude towards a potential 25 basis point rate cut in the upcoming meeting, citing concerns over a possibly negative employment growth trend [8] - Waller emphasized that the labor market is a key concern and that the decision-making process should remain cautious [8]

Market Overview - On October 10, U.S. stock markets experienced a significant decline, with the Dow Jones falling by 878.82 points (1.9%), the Nasdaq dropping by 820.20 points (3.56%), and the S&P 500 decreasing by 182.60 points (2.71%). This marked the largest single-day drop for the Nasdaq and S&P 500 since April [1][2]. Technology Sector - Major technology stocks saw widespread declines, with Broadcom down nearly 6%, Tesla falling over 5%, and Amazon dropping close to 5%. Notably, Nvidia's stock price fell to $183.16, resulting in a market capitalization loss of $228.7 billion (approximately 1.63 trillion yuan) [2]. Semiconductor and Cryptocurrency Stocks - The Philadelphia Semiconductor Index plummeted by 6.32%, with significant losses in stocks such as Circle (down over 11%), Arm (down over 9%), and AMD, Qualcomm, and Coinbase each down over 7%. Bitcoin also saw a sharp decline, dropping below $110,000 with a 24-hour decrease of 9.16% [4][5]. Commodity Markets - COMEX gold futures rose by 1.58% to $4,035.5 per ounce, marking a weekly increase of 3.15%. In contrast, WTI crude oil futures fell by 4.24% to $58.90 per barrel, with a weekly decline of 3.25% [7]. Consumer Confidence and Economic Indicators - The preliminary consumer confidence index from the University of Michigan for October was reported at 55, the lowest since May, slightly above the forecast of 54.2. The index reflects mixed sentiments regarding personal financial situations and future economic conditions [11].

Market Overview - The U.S. stock market experienced a significant drop on October 10, with the Dow Jones down 1.03%, S&P 500 down 1.53%, and Nasdaq down 2.24% [1][2] - The Nasdaq China Golden Dragon Index fell by 4.28%, with major Chinese stocks like Kingsoft Cloud, NIO, Bilibili, Alibaba, and XPeng all declining by over 7% [3] Consumer Confidence - The preliminary consumer confidence index from the University of Michigan for October is reported at 55, the lowest since May, slightly above the forecast of 54.2 and down from the previous value of 55.1 [2] - Consumer sentiment regarding current personal financial situations and the business environment for the next year improved, but expectations for future personal finances and current purchasing conditions for durable goods declined [2] Inflation Expectations - Short-term inflation expectations decreased from 4.7% to 4.6%, while long-term inflation expectations remained stable at 3.7% [2] International Markets - European stock markets also saw declines, with the FTSE 100 down nearly 1%, and both the CAC 40 and MIB indices down over 1% [6] - The Hang Seng Index futures dropped nearly 4% [5] Commodity Prices - International oil prices fell sharply, with U.S. crude down over 3% and Brent crude down nearly 3% [7] - In contrast, international gold prices rebounded, with London gold and COMEX gold rising over 1% [7] Trade Relations - China announced countermeasures against U.S. restrictions on its maritime and shipbuilding industries, set to take effect on October 14, in response to U.S. unilateral actions perceived as discriminatory [6]

Market Overview - The U.S. stock market opened slightly higher but then experienced a sharp decline, with the Dow Jones down 0.94%, S&P 500 down 1.32%, and Nasdaq down 1.76% [1][2]. Sector Performance - Chip stocks led the decline, with the Philadelphia Semiconductor Index dropping over 4% in the morning session. AMD fell over 7%, Micron Technology dropped about 6%, and TSMC's U.S. shares fell about 4% [2]. - Among the tech giants, Tesla fell over 4%, Nvidia dropped over 3%, and Apple decreased by over 2% [2]. Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 3.8%, with several popular Chinese stocks declining significantly [2][3]. Commodity Prices - International oil prices continued to decline, with WTI crude oil dropping over 3% to $59.34 per barrel, marking the lowest level since early May. Brent crude oil also fell by 3% to $63.14 per barrel [5][6]. - Spot gold prices increased slightly, currently at $4010.44 per ounce, with a rise of 0.86% [6]. Consumer Confidence - The preliminary consumer confidence index from the University of Michigan for October is reported at 55, the lowest since May, with a previous value of 55.1. The index reflects mixed views on personal financial situations and future business conditions [6][7]. - Inflation expectations for the next year decreased from 4.7% to 4.6%, while long-term inflation expectations remained stable at 3.7% [7].