来源：第一财经 数据显示，美国银行和金融股正处于跌破关键支撑位的边缘，向整个股市发出了警告信号。该板块的疲 软是由于信贷问题和交易员削减对美联储降息的押注共同推动的，这威胁到市场寄希望于年底上涨的支 柱之一。KBW银行指数在过去五个交易日内下跌了4.5%，标普500银行指数同期录得2.9%的跌幅。 Miller Tabak首席市场策略师Matt Maley写道："如果银行股在未来一两周内继续大幅下跌，将对这个至 关重要的群体发出重大警告信号。"Maley认为，金融股的下跌表明"股市看涨的论点开始出现相当多的 裂痕"，因为当投资者预期即将降息时，市场对该板块的期望很高。Maley写道，信贷状况进一步恶化的 证据将导致市场出现额外的波动。现在看来，金融公司面临的一些'一次性'问题……可能不像许多专家 告诉我们的那样'特殊'。 ...

鲍威尔：美联储正密切关注信贷问题。当前并没有看到更大范围的信用问题。 ...

Market Overview - US stock market experienced a significant rise, with the VIX fear index steadily declining, indicating improved market sentiment [1][2] - The Dow Jones Industrial Average rose by 238.37 points (0.52%) to close at 46,190.61 points, while the Nasdaq increased by 117.43 points (0.52%) to 22,679.97 points, and the S&P 500 gained 34.94 points (0.53%) to reach 6,664.01 points [3] Banking Sector - Bank stocks rebounded after a decline, as traders believed that recent bad credit events were isolated incidents rather than indicative of a broader crisis [4][5] - Zion Bank saw a significant increase of 5.8%, while the Cboe Volatility Index (VIX) decreased, suggesting reduced market anxiety [6] Boeing and Aviation Industry - Boeing received regulatory approval to increase the production of its 737 Max aircraft to 42 units per month, with ongoing oversight from the FAA to ensure safety [7][8] - The aviation sector showed mixed performance, with Boeing's stock rising by 0.48% while other airlines like American Airlines and Delta Airlines experienced declines [8] Technology Sector - Major US technology stocks mostly saw gains, with Tesla rising over 2%, Apple nearly 2%, and other tech giants like Google and Microsoft also increasing [9][10] Oil Market - Oil prices saw a slight increase on Friday but fell nearly 3% over the week due to concerns about oversupply and geopolitical discussions between Trump and Putin [12][13] Trade Policy - President Trump announced a 25% tariff on imported medium and heavy trucks and parts, effective November 1, along with a 10% tariff on imported buses [14][15]