据央视新闻，当地时间2月3日，美国总统特朗普在白宫椭圆形办公室签署政府拨款法案，结束政府 部分"停摆"。 当天稍早前，美国国会众议院投票通过联邦政府多个部门本财年剩余时间拨款法案，从1月31日开始 的联邦政府部分"停摆"僵局得以化解。该法案将为联邦政府多个部门提供资金至9月30日、即本财年 结束之时，并为近期因移民执法行动引发争议和抗议的国土安全部提供两周的资金，以便各方继续就 改进该部门运作进行谈判。 由于美国参议院1月30日通过的联邦政府拨款法案未及时在众议院审议通过，美国联邦政府多个部门 1月31日起陷入"技术性停摆"。 编辑：七三 ...

Core Insights - The recent government shutdown lasted less than two business days and was resolved when President Trump signed a funding bill until February 13 [1][5] - The shutdown was triggered by Democrats' refusal to fund the Department of Homeland Security following a fatal incident involving federal agents during immigration protests [2] Economic Impact - The brief shutdown has averted a longer disruption that could have negatively impacted economic growth by delaying federal workers' paychecks and government services [3] - Despite its short duration, the shutdown caused some economic disruption, notably delaying a key labor market report that was scheduled for release [3][5] Legislative Context - The funding measure passed the House with a narrow margin of 217-214, highlighting the division among lawmakers regarding immigration enforcement [4] - There is uncertainty about the government's stability as the new funding deadline approaches, indicating the potential for future disruptions [4]

Group 1: Government and Monetary Policy - The U.S. Congress passed a funding bill to resolve the partial government shutdown that began on January 31 [1] - Federal Reserve Governor Milan stated that the Fed needs to lower interest rates by more than 100 basis points this year, while Richmond Fed President Barkin emphasized the need for cautious monetary policy until inflation returns to target [1] - The Reserve Bank of Australia raised interest rates by 25 basis points to 3.85%, marking its first rate hike in 2023 and becoming the first major developed economy to raise rates since 2026 [1] Group 2: Real Estate and Economic Measures - South Korean President Lee Jae-myung announced that the government will take all necessary measures to curb real estate speculation, urging multiple property owners to sell before the expiration of a high capital gains tax exemption policy in May [1] Group 3: Market Dynamics - U.S. stock indices closed lower, with the Dow Jones down 0.34% at 49,240.99 points, the S&P 500 down 0.84% at 6,917.81 points, and the Nasdaq down 1.43% at 23,255.19 points [3] - International precious metal futures saw gains, with COMEX gold futures up 6.83% at $4,970.50 per ounce and COMEX silver futures up 10.27% at $84.92 per ounce [3] Group 4: Oil and Bond Market - U.S. oil futures rose by 2.83% to $63.90 per barrel, while Brent oil futures increased by 2.55% to $67.99 per barrel [4] - U.S. Treasury yields showed mixed results, with the 2-year yield up 0.01 basis points at 3.570% and the 10-year yield down 0.59 basis points at 4.266% [4] - The U.S. dollar index fell by 0.22% to 97.39, with most non-U.S. currencies appreciating against the dollar [4]

（文章来源：央视新闻） 当地时间2月3日，美国总统特朗普在白宫椭圆形办公室签署政府拨款法案，结束政府部分"停摆"。 当天稍早前，美国国会众议院投票通过联邦政府多个部门本财年剩余时间拨款法案，从1月31日开始的 联邦政府部分"停摆"僵局得以化解。该法案将为联邦政府多个部门提供资金至9月30日、即本财年结束 之时，并为近期因移民执法行动引发争议和抗议的国土安全部提供两周的资金，以便各方继续就改进该 部门运作进行谈判。 由于美国参议院1月30日通过的联邦政府拨款法案未及时在众议院审议通过，美国联邦政府多个部门1月 31日起陷入"技术性停摆"。 ...

据NBC新闻报道，美国众议院周二通过了一项规模庞大的资金法案，以结束自周六开始的部分政府停 摆局面，该法案现将送交总统特朗普签署成为法律。据悉，投票结果是217票赞成，214票反对。特朗普 曾表示，他将"立即"签署该文件。该法案将为联邦政府多个部门提供资金至9月30日、即本财年结束之 时，但国土安全部是个例外。国土安全部近期因移民执法行动引发争议和抗议，该部门将仅被提供两周 的资金，以便各方继续就改进该部门运作进行谈判。国土安全部拨款的最后期限将是2月13日。 ...

Treasury yields edged up as markets face another data blackout while President Trump pushes Republicans to quickly end the partial government shutdown. ...

Core Viewpoint - The partial government shutdown has led to the postponement of the January non-farm payroll report, marking the second time in five months that the Bureau of Labor Statistics (BLS) has faced operational disruptions due to funding issues [1][5]. Group 1: Impact of Government Shutdown - The shutdown has resulted in the inability to publish key economic data, including the January non-farm payroll report, which will be rescheduled once funding is restored [1][5]. - The BLS has already completed data collection, but the shutdown has delayed the release of this information, adding to a series of setbacks for the government statistical system [1][5]. - The previous shutdown caused significant delays in data releases, with some data now scheduled for publication as late as April 2025 [1][5]. Group 2: Economic Data Collection Challenges - During the last shutdown, the BLS was unable to collect inflation and unemployment data for October, resulting in permanent data gaps that may distort future inflation figures [2][6]. - The BLS is facing ongoing challenges, including budget constraints and staffing shortages due to a hiring freeze initiated by the previous administration [2][6]. - The nomination of Brett Matsumoto as the new head of the BLS has been positively received, alleviating concerns about potential political appointments [2][6]. Group 3: Future Implications - The duration of the current shutdown will significantly affect the BLS's ability to collect and publish timely employment and inflation data, which is crucial for economists, investors, and policymakers [3][7]. - The immediate impact of the shutdown will be seen with the delay of the December Job Openings and Labor Turnover Survey (JOLTS), marking the third postponement in four months [3][7]. - If the shutdown persists, the January inflation report, scheduled for February 11, may also be delayed, forcing economists to rely more on private sector data, which lacks the comprehensiveness of government data [4][8].

今日周二(2月3日)亚盘时段，现货白银目前交投于80.71一线上方，今日开盘于79.19美元/盎司，截至发 稿，现货白银暂报82.15美元/盎司，上涨3.79%，最高触及85.65美元/盎司，最低下探79.19美元/盎司， 目前来看，现货白银盘内短线偏向看涨走势。 【要闻速递】 由于政府部分部门处于停摆状态，美国劳工统计局将不会像原计划那样在周五发布一月份的就业报告。 美国劳工统计局副局长Emily Liddel在一份声明中表示："一旦政府拨款恢复，发布计划将重新安排。由 于联邦政府部分停摆，劳工统计局将暂停数据的收集、处理和发布工作。"此外，原定于周二发布的"12 月职位空缺与劳动力流动情况调查"也将被重新安排公布日期。 但这一决定打破了原定计划。除了非农数据，劳工统计局原定于周二发布的职位空缺和劳动力流动调查 (JOLTS)也受到影响。目前只有ADP就业报告和供应管理协会(ISM)采购经理人指数报告中关于制造业和 服务业的就业指数仍按计划发布。 市场预计本次推迟不会像2025年政府停摆导致的经济数据滞后时间那么长。这意味着它不太可能影响联 邦公开市场委员会的下一次利率决议，政策制定者们定于3月17日至18 ...

Group 1 - The January non-farm employment report, originally scheduled for release on February 6, 2026, will be postponed due to the government shutdown [1] - The delay in the employment report means economists and investors will have to wait longer to assess whether the hiring stabilization trend observed in December will continue into the new year [1] - The market does not expect this delay to significantly impact the Federal Open Market Committee's next interest rate decision scheduled for March 17-18, 2026 [1] Group 2 - The government shutdown has also affected the release of the Job Openings and Labor Turnover Survey (JOLTS), which was set to be published on the following Tuesday [2] - The Bureau of Labor Statistics has faced delays in releasing various routine data due to the previous record-long shutdown that lasted until early November [2] - The ongoing government shutdown is attributed to Congress's failure to agree on a spending plan, particularly concerning funding for the Department of Homeland Security [2]

美国政府停摆致1月就业报告推迟发布，市场面临关键数据空窗期。 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 1月30日，美国参议院通过拨款法案，将为国防部、教育部、卫生与公众服务部、劳工部、交通部以及 住房与城市发展部在内的多个联邦机构提供资金，但修改后的方案仍需获得众议院批准。美国东部时间 1月31日0时起，美国联邦政府多个部门陷入"技术性停摆"。 众议院共和党籍议长迈克·约翰逊当地时间2月1日表示，共和党人准备"单干"，以推动给多部门拨款的 法案尽快获批。美国联邦政府多部门的"技术性停摆"将至少持续至3日。 风险提示及免责条款 当地时间2月2日， 美国劳工统计局表示，由于联邦政府部分"停摆"，原定于6日发布的美1月就业报告 将不会按时公布。美劳工统计局分管官员艾米丽·利德尔在一份声明中表示： 该报告将在政府资金恢复后重新安排发布时间。 ...