万得美国科技七巨头指数跌超3%，特斯拉跌超5%，亚马逊、英伟达跌超4%。美股芯片股表现疲软， ARM跌超9%，安森美半导体、微芯科技跌超8%，超威半导体、高通跌超7%。 大宗商品方面，国际金价拉升，伦敦现货黄金、COMEX黄金期货均涨超1%；原油、有色金属价格齐跳 水，其中美国WTI原油期货跌超5%，LME期铜跌超4%。 纳斯达克指数跌3.56% 当地时间10月10日，美股三大指数均小幅高开，盘中全线跳水并转跌。Wind数据显示，截至收盘，道 琼斯工业指数跌1.9%，跌878.82点；纳斯达克指数跌3.56%，跌820.20点；标普500指数跌2.71%，跌 182.60点。 大型科技股全线下跌，万得美国科技七巨头指数下跌3.65%。个股方面，特斯拉跌超5%，亚马逊、英伟 达跌超4%，META、苹果跌超3%，微软跌超2%，谷歌-C跌超1%。 来源：中国证券报 当地时间10月10日，欧美股市集体下跌，其中纳斯达克指数大跌820.20点，跌幅为3.56%。 贵金属方面，截至收盘，伦敦现货黄金价格涨超1%，报4017.845美元/盎司；COMEX黄金期货涨超 1%，报4035.5美元/盎司；伦敦现货白银价格涨近2% ...

"停摆"第十天，特朗普政府开始大裁员 中新网10月11日电 据路透社报道，白宫方面当地时间10日表示，美国政府已开始大规模裁员。 报道称，白宫方面表示，美国财政部、卫生与公共服务部、教育部、商务部等部门正在进行裁员，裁员 总数目前尚不清楚。 受特朗普政府的裁员行动影响，美国联邦政府2025年已有30万人离职。 截至10日，美国联邦政府"停摆"已进入第十天。特朗普在"停摆"期间多次威胁要解雇联邦政府工作人 员，并暗示他将主要针对民主党支持的政府部门。 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 特朗普下令冻结给纽约州、加利福尼亚州、伊利诺伊州等州至少280亿美元的拨款，这些州由民主党控 制，有大量民主党选民。 来源：中国新闻网 编辑：郭晋嘉 广告等商务合作，请点击这里 ...

Core Insights - The U.S. government shutdown has entered its second week with no end in sight, causing economic impacts to spread from initial sectors to broader areas [1] - Over 250,000 federal employees missed their paychecks this week, with an additional 2 million expected to face similar issues next week [1] - Economists estimate that the shutdown will reduce U.S. GDP by 0.1 to 0.2 percentage points for each week it continues [1] Group 1: Service Disruptions - Air travel has been significantly affected, with over half of flight delays attributed to air traffic controller shortages [2] - The U.S. Travel Association estimates a weekly loss of $1 billion in spending due to the shutdown [2] - The IRS has cut nearly half of its workforce, impacting taxpayer services, with approximately 34,000 employees on leave [2] Group 2: Agency Strategies - Agencies are employing a "rolling shutdown" strategy, recalling or laying off employees as needed to balance conflicting legal requirements [3] - The EPA has begun issuing furlough notices, with nearly 90% of its employees expected to be on leave [3] - The Department of Homeland Security plans to recall nearly 1,800 employees, primarily from senior management and border protection [3] Group 3: Economic Data Disruptions - The shutdown has led to significant delays in government data releases, complicating economic assessments [4] - The Labor Department has postponed the release of last week's employment report, and other key economic indicators face delays [4] - The lack of official data is creating blind spots for the Federal Reserve and private forecasting institutions [4] Group 4: Political Dynamics - Historical patterns suggest that severe impacts on travelers, taxpayers, and military personnel typically push Congress to resolve funding deadlocks [6] - The current administration is attempting to leverage the shutdown to exert pressure on Democratic districts by threatening layoffs of federal employees [6] - The White House has indicated potential large-scale layoffs, which could further strain already reduced agency capacities [6]

Group 1 - The current trading price of London gold is above $3982, with a reported price of $3987.59 per ounce, reflecting a 0.29% increase, and it has reached a high of $3993.75 and a low of $3946.29 during the session [1] - The short-term outlook for London gold appears bullish, indicating potential upward movement in the near future [1] Group 2 - The U.S. government shutdown has entered its ninth day with no significant progress, as the Republican proposal to fund the government has failed to secure the necessary votes in the Senate [3] - Former President Trump has indicated that his administration will use the shutdown to permanently cut what he refers to as "Democratic projects," suggesting a shift in focus towards reducing federal spending [3] - The next opportunity for a vote to restart the government is scheduled for October 14, with military personnel set to miss their paychecks on October 15 due to the ongoing shutdown [3] Group 3 - The daily chart for London gold shows a bearish engulfing pattern, indicating a potential downward trend, with key support levels at MA10 around 3924 and a parabolic SAR point at 3893 [4] - The current short-term trading range for London gold is identified as 4004 to 3945, with a broader range of 3893 to 4058 [5]

策略 FICC日报 | 2025-10-10 有色板块爆发，沪指站上3900点 市场分析 对稀土等出口管制。国内方面，我国域外管辖迈出坚实一步。商务部发布公告，宣布对境外相关稀土物项和稀土 相关技术实施出口管制，并将反无人机技术公司等14家外国实体列入不可靠实体清单。商务部还会同海关总署连 发4则公告，宣布对超硬材料、部分稀土设备和原辅料、部分中重稀土、锂电池和人造石墨负极材料等相关物项实 施出口管制。海外方面，哈马斯高级官员、首席谈判代表哈利勒·哈亚发表声明宣布达成停火协议，哈利勒·哈亚表 示，哈马斯已从包括美国在内的调解方那里获得了保证，"加沙战争已经结束"。美国方面，美国共和党提出的结 束美国政府停摆的法案未能在参议院获得足够票数，法案未获通过。 指数走强。现货市场，A股三大指数走强，沪指涨1.32%收于3933.97点，刷新十年高点创业板指涨0.73%。行业方 面，板块指数涨多跌少，有色金属板块爆发，钢铁、煤炭、公用事业行业领涨，传媒、房地产、社会服务、行业 跌幅居前。当日沪深两市成交金额约为2.6万亿元。海外方面，美国三大股指小幅收跌，道指跌0.52%报46358.42点。 期指增仓。期货市场，基差 ...

10月10日，据央视新闻报道，当地时间9日，美国共和党提出的结束美国政府停摆的法案未能在参议院 获得足够票数，法案未获通过。 特朗普还明确表示，这些是"非常受欢迎的民主党项目，但坦率地说，这些项目不受共和党人欢迎。" 他进一步指责民主党人应该为政府关门负责。他说，"我们将以其人之道还治其人之身。" 当地时间10月1日0时，美国联邦政府因资金耗尽而"停摆"，这是联邦政府近七年来首次"停摆"。在特朗 普总统威胁要攻击民主党优先事项的一周前，他最初提出了在政府停摆期间给政治对手施加痛苦的想 法。目前政府停摆已进入第九天。 特朗普上周四在社交平台Truth Social的帖子中说，国会拨款的中断给了他一个"前所未有的机会"来削减 他所说的"民主党机构"。 他还写道，他将与白宫管理和预算办公室主任拉塞尔·沃特（Russell Vought）会面，决定削减哪些项 目。 美国总统特朗普当天表示，鉴于美国国会在重启政府问题上似乎仍陷于僵局，他计划削减一些受民主党 欢迎的联邦项目。 在政府停摆的第一天，沃特宣布，政府将冻结约180亿美元用于纽约市基础设施项目的资金，并取消向 倾向民主党的州提供约80亿美元与气候相关的资金。两天 ...

新华社北京10月9日电 随着美国联邦政府"停摆"进入第8天，空中交通管制人员不足导致全美多地大量航班延误，航空运输业的混乱局面招致业 内外人士广泛批评。 人力危机恶化 综合多家外电报道，美国政府"停摆"期间，全美约1.3万名空管人员和5万名美国运输安全局工作人员被要求在停薪情况下继续工作。然而，不少 空管人员开始请病假，加剧空管系统"空岗"问题。 不仅是航班，空管人员的薪水发放同样面临"延误"。丹尼尔斯说，眼下许多空管人员和运输安全局官员都在无薪工作，如果国会两党继续就预算 拨款争执不下，下周的定期发薪日可能会推迟。 2024年12月24日，一架美国航空公司飞机降落美国弗吉尼亚州阿灵顿的里根国家机场。新华社记者胡友松摄 10月8日，在美国华盛顿，人们以国会大厦为背景留影。新华社记者李睿摄 丹尼尔斯指责国会两党将党争凌驾于国家利益之上，为维护己方政治议程不择手段、导致政府"停摆"，其后果却由空管人员承担，这"完全不公 平"。 因共和、民主两党在医保等相关福利支出方面存在分歧，美国国会参议院未能在9月30日上一财年结束前通过新的临时拨款法案。美东时间10月1 日零时起，联邦政府时隔近七年再次"停摆"，而两党为此相 ...

Core Points - The U.S. federal government shutdown began on October 1 due to the Senate's failure to pass a budget, affecting over 750,000 federal employees who were forced into unpaid leave [1][3] - The shutdown has led to significant disruptions, including the postponement of monthly employment data and the closure of national parks, impacting tourism and causing flight delays [3][14] - President Trump views the shutdown as an opportunity to reduce government spending, threatening large-scale layoffs if negotiations do not progress [5][14] Group 1: Government Shutdown Impact - Over 1.3 million active military personnel are required to continue their duties without pay, affecting morale [1] - The Labor Statistics Bureau's inability to release employment data has resulted in reliance on outdated information for economic analysis [3] - The shutdown has caused delays in services from various departments, including the Department of Veterans Affairs and the Census Bureau, with only 8,300 employees deemed "essential" continuing to work [3][14] Group 2: Economic and Agricultural Concerns - The employment growth in August was only 22,000 jobs, indicating a slowing job market exacerbated by the shutdown [3] - Trump is focusing on international trade, particularly with China, as U.S. soybean farmers face significant challenges due to reduced exports [6][8] - The U.S. soybean import costs have risen to 34% due to tariffs, while Brazil and Argentina offer lower costs, leading to a shift in China's sourcing strategies [8][12] Group 3: Political Dynamics - Trump's administration is pushing for a "2025 plan" aimed at reducing government size and cutting foreign aid, amidst criticism from Democratic leaders [5][12] - The White House is seeking concessions from Democrats to avoid further layoffs, but negotiations have stalled [12][14] - Despite the shutdown, Trump continues to express optimism about reaching a resolution and emphasizes the potential of the Chinese market for U.S. agricultural products [14]

Core Points - The U.S. government shutdown has entered its 8th day with no resolution in sight, as both parties are increasingly entrenched in their positions [1][2] - Republicans want to maintain current spending levels until late November, while Democrats demand the removal of modifications to Medicaid in the "Build Back Better" plan and an extension of enhanced tax credits under the Affordable Care Act [1] - House Speaker Johnson expressed frustration, accusing Democrats of political maneuvering and emphasizing that the House has completed its work [1][2] Group 1 - The shutdown is causing significant distress for millions of Americans, particularly regarding rising healthcare costs, as highlighted by House Democratic leader Jeffries [2] - Trump has threatened mass layoffs of federal employees and has refused to pay remaining employees, indicating that back pay requires Congressional approval [2] - The shutdown has severely impacted air travel, with air traffic controllers facing shortages leading to flight delays at major airports [2][3] Group 2 - Air traffic controllers, classified as essential personnel, must continue working during the shutdown but are not receiving pay [3] - A recent CBS poll indicates that most Americans believe the political disputes in Congress do not justify the shutdown, with widespread dissatisfaction regarding officials' handling of the crisis [3] - Concerns are growing among the public about the broader economic impacts and effects on federal employees due to the shutdown [3]

Group 1 - International silver is currently trading above $49.16, with a reported price of $49.21, reflecting a 0.69% increase from the opening price of $48.88 [1] - The highest price reached today was $49.26, while the lowest was $48.42, indicating a bullish short-term trend for silver [1] - The broader trend for international silver shows significant volatility, with a medium-term upward movement and short-term price fluctuations [4] Group 2 - The U.S. government shutdown has entered its eighth day, with no resolution in sight, as both Republican and Democratic proposals for funding have been rejected [3] - The Senate voted 54-45 against the Republican-led temporary funding bill, which would have funded the government until late November, and a Democratic-supported bill also failed with a 47-52 vote [3] - The core issue of contention between the two parties is healthcare subsidies, with ongoing negotiations reflecting a battle over public sentiment and market reactions [3]