今晚美股三大指数低开高走，特朗普又出来"画K线"了。 一起看看发生了什么事情。 特朗普改口 11月5日晚间，美股三大指数上涨。道指接近 平盘，以科技股为主的纳指盘中拉升，涨约0.7%，标普指数涨约0.4%。 消息面上，特朗普在与共和党参议员共进早餐时发表了讲话，指出政府停摆正在对股市产生负面影响。 他说，"我们必须尽快重新开放政府，立即行动。我们经济正处于历史最热的时期，这（政府停摆）也对股市产生了一些影响。但截至上周五，股市在过 去九个月中已创下多次新高，而且还会再创新高。这只是个开始，一旦美国目前正在建设的各类工厂开始投产，情况将更加不同。我们从未见过这样的繁 荣，这是一个大好机遇。" 此外，民主党轻松击败了弗吉尼亚和新泽西的共和党州长候选人，而民主社会主义者佐赫兰·曼达尼则击败了获得特朗普背书的安德鲁·科莫，成为纽约市 下一任市长。此结果显示选民对特朗普治下经济的不安，这可能为民主党在2026年中期选举中重新夺回国会控制权铺路。 特朗普将民主党在选举中的全面胜利归咎于政府停摆，并向共和党施压，要求废除参议院的"冗长辩论"（阻挠议事）规则，以便重开联邦机构并通过对邮 寄投票的新一轮限制措施。 特朗普称：" ...

We've also, as of midnight, entered day 36 of the government shutdown, a new milestone on the dysfunction of Washington, D. C. , with the longest shutdown on record.Has there been any movement to reopen the government. Well, we have gotten perhaps a glimmer of hope. We heard from Senate Majority Leader John Thune, who said that a potential off ramp seems to be coming together.But importantly, this is very fragile and it doesn't seem like the conversations have extended to the leadership level yet. But our u ...

Core Insights - The U.S. government shutdown is pushing financial markets towards a dangerous edge, with signs of potential progress in negotiations between the two parties in Congress [1][3] - The shutdown has reached its 36th day, breaking the previous record and causing significant economic impacts, including a projected GDP decline of 1-2 percentage points for Q4 [2][3] Market Impact - The shutdown has led to a liquidity crisis comparable to multiple interest rate hikes, with major sell-offs in risk assets, particularly in the tech and semiconductor sectors [1][4] - The Treasury's General Account (TGA) balance has surged from approximately $300 billion to over $1 trillion, indicating a withdrawal of over $700 billion from the market [4] Political Developments - Senate Majority Leader John Thune proposed a potential solution that combines a short-term funding bill with a vote on extending ACA subsidies, seen as a key step to break the deadlock [3][5] - Some Republican senators express optimism about reaching an agreement this week, particularly after local elections, which may pressure Democrats to soften their stance [6][5] Internal Party Dynamics - There are visible divisions within the Democratic Party regarding the approach to the shutdown, with moderate members considering a compromise that would reopen the government in exchange for future votes on ACA subsidies [7][8] - Progressive Democrats are opposed to this compromise, viewing it as a betrayal of working families, highlighting the internal conflict that could hinder negotiations [8]

Core Points - The U.S. federal government shutdown has reached its longest duration in history, entering its 36th day, surpassing the previous record of 35 days from late 2018 to early 2019 [2][4] - The Congressional Budget Office estimates that if the shutdown continues for six weeks, the economic loss will rise to $11 billion, with a projected decline in the annual GDP growth rate of 1 to 2 percentage points for the fourth quarter [2][6] Economic Impact - The shutdown is expected to result in a $7 billion loss to the economy if it lasts four weeks, escalating to $11 billion at six weeks, and potentially reaching $14 billion if it extends to eight weeks [6] - The aviation sector is experiencing significant disruptions, with thousands of flights delayed, affecting over 3.2 million travelers since the shutdown began [7] Public Services and Welfare - Approximately 1.3 million air traffic controllers and 50,000 airport security personnel are working without pay, leading to staffing shortages and increased flight delays [7][8] - The Supplemental Nutrition Assistance Program (SNAP) has ceased issuing benefits since November 1, impacting 42 million Americans, many of whom live below the poverty line [8][10] - The Affordable Care Act's enrollment for the new year has started, but due to the lack of agreement on government subsidies, insurance premiums are expected to rise significantly, with an estimated increase of $1,000 per enrollee annually without government support [8] Small Business Impact - The shutdown is also affecting small businesses, with approximately 320 small enterprises unable to access about $170 million in government-backed loans daily [11]

据凤凰卫视报道，11月4日，美国联邦政府停摆进入第35天，追平历史最长纪录，政治对抗加剧。特朗 普威胁取消参议院阻挠议事机制，引发对权力制衡遭削弱的担忧。与此同时，食品福利削减、联邦雇员 无薪、机场延误等问题不断叠加，民众普遍将责任指向共和党与白宫，"总统根本不听国会的意见，所 以现在国会说什么其实都无关紧要"。越来越多美国民众表示，他们对政府停摆感到厌倦和愤怒，认为 政治对抗正在伤害普通家庭，把基本公共服务当成谈判筹码。（凤凰卫视王骐、王添翼 华盛顿报道） ...

SHMET 网讯：民主党于周二在弗吉尼亚州和新泽西州的州长选举中获胜，重新夺回了政治势头。初步迹象表明，选民对特朗普第二任期内经济状况的 不安，可能为民主党在明年赢得国会控制权开辟道路。 阿比盖尔·斯潘伯格（Abigail Spanberger）在弗吉尼亚州州长竞选中轻松获胜，以及米基·谢里尔（Mikie Sherrill）在新泽西州的胜利，共同构成了民主党 自特朗普重返白宫以来最重要的选举胜利。 与此同时，在纽约市，自称民主社会主义者的佐赫兰·马姆达尼（Zohran Mamdani）预计将当选市长。 所有主要竞选活动的提前投票率都很高，尤其是在纽约市，该市投票率预计将达到数十年来的最高水平。 就民主党自身而言，在一年前被特朗普和共和党击败后，他们仍在试图寻找出路。尽管候选人的竞选纲领大多集中在经济和生活成本等相同议题上，但 这些选举也暴露了党内的意识形态裂痕。 斯潘伯格和谢里尔被视为中左翼民主党人。但在纽约市，选民选择了马姆达尼，他在通往胜利的道路上曾欣然与商界巨头交锋。与此同时，加州州长加 文·纽森（Gavin Newsom）则将其政治前途——包括可能入主白宫的竞选——押注于推动一项投票倡议，旨在重新划分 ...

责编：张荣耀、卢思宇 新华社快讯：美国东部时间5日零时（北京时间13时），美国联邦政府"停摆"进入第36天，打破2018年 底至2019年初"停摆"35天的纪录，成为美国历史上持续时间最长的政府"停摆"。 ...

Core Points - The U.S. federal government shutdown has reached its 36th day, marking the longest shutdown in history, primarily due to partisan disagreements over key issues like healthcare subsidies [1] - The Congressional Budget Office (CBO) warns that the shutdown could reduce the annual GDP growth rate by 1 to 2 percentage points in the fourth quarter [1][12] - Key pressure points driving negotiations include disruptions in air traffic, the suspension of food stamp benefits for 42 million people, and impending military pay issues [1][21] Group 1: Government Shutdown Dynamics - The shutdown began on September 30 after Congress failed to pass any temporary funding bills, leading to 14 failed votes in the Senate over the past month [1][5] - The inability to reach a compromise stems from deepening partisan divides, particularly regarding the extension of enhanced subsidies under the Affordable Care Act (ACA) [4][11] - The current political stalemate is exacerbated by the procedural tool of "filibuster," which allows unlimited debate unless a supermajority is reached [10][11] Group 2: Economic Impact - The CBO estimates that a six-week shutdown could result in a permanent loss of approximately $11 billion in economic output, with losses increasing to $14 billion if the shutdown lasts eight weeks [12][13] - The economic costs are compounded by the absence of critical economic data releases due to the shutdown, creating uncertainty for the Federal Reserve's decision-making [16][19] - The market's confidence in potential interest rate cuts by the Federal Reserve has diminished, with expectations dropping from 90.5% to 69% for a December rate cut [17][19] Group 3: Pressure Points for Resolution - The aviation sector is facing significant disruptions, with a high absenteeism rate among air traffic controllers leading to flight delays and cancellations [21][23] - The suspension of the Supplemental Nutrition Assistance Program (SNAP) has created a direct political pressure on Republican lawmakers, as many beneficiaries reside in Republican-controlled states [21][24] - Military pay issues are also looming, with uncertainty surrounding the next scheduled payment on November 15, which could further compel action from Congress [24][27] Group 4: Potential Outcomes - Analysts suggest that a compromise may involve a "clean" continuing resolution in exchange for future negotiations on healthcare subsidies, allowing both parties to save face [27] - Observing the reconvening of the House and positive developments in Senate negotiations could signal that an agreement is nearing [27]

今日周三(11月5日)亚盘时段，白银期货目前交投于11172一线上方，今日开盘于11230元/千克，截至发 稿，白银期货暂报11219元/千克，下跌1.23%，最高触及11283元/千克，最低下探11103元/千克，目前来 看，白银期货盘内短线偏向看涨走势。 【要闻速递】 白宫新闻秘书卡洛琳·莱维特表示，政府"愿意与民主党人就补发薪资问题进行讨论"，这表明他们再次 以联邦雇员的薪资作为施压手段，迫使民主党人投票支持重启政府。但她并未具体说明讨论内容或为何 要讨论联邦法律问题。 另外白宫新闻秘书卡洛琳·莱维特周二表示，政府在遵守法院命令支付"营养补充援助计划"福利。此前 特朗普总统在社交媒体上暗示，除非民主党人投票支持重启政府，否则将停发福利。 她说："政府正在全面遵守法院命令，我刚就此事与总统交谈过。这些SNAP福利的领取者需要明白，领 取这笔资金需要一些时间，因为民主党人迫使政府陷入非常被动的境地。我们正在动用本应用于紧急情 况、战争灾难的应急基金，而总统不希望将来不得不动用这笔资金。这就是他在真相社交平台上所提到 的。" 【最新白银期货行情解析】 沪银周二下跌至11145附近，收盘在11200附近，沪银也 ...

摘要今日周三（11月5日）亚盘时段，纸黄金目前交投于905元附近，截至发稿，纸黄金暂报902.92元/ 克，跌幅0.44%，最高触及910.97元/克，最低下探900.70元/克。目前来看，纸黄金短线偏向震荡走势。 据达菲表示，政府停摆时间越久，无薪工作者的经济压力就越大，局势也会更加严峻。美国联邦航空管 理局的员工在10月28日未能如期收到薪水，下一个发薪日定在11月11日。许多管制员纷纷表示："我们 中不少人还能勉强熬过一次不发薪，但没人能承受两次。" 达菲进一步警告称，倘若"停摆"延续到下周，届时必将出现大规模混乱局面，大量航班延误、众多航班 取消等情况会接踵而至，甚至可能因缺乏足够的空中交通管制员而关闭部分空域，致使整个系统无法正 常运转。不过，达菲并未透露更多关于关闭空域的具体细节。业内专家指出，鉴于空中交通管制系统是 一个紧密相连的网络，哪怕只是部分空域关闭，也极有可能引发全国性的影响和后果，其连锁反应不容 小觑，亟待各方高度重视并寻求妥善解决方案，以缓解当前的紧张局势，保障航空运输秩序和旅客出行 权益。 【最新纸黄金行情解析】 今日纸黄金需重点关注的关键阻力位区间为924元/克至1000元/克， ...