美国合众银行财富管理公司全球投资策略师汤姆·海林（Tom Hainlin）表示，人们不时获利了结，或逢 低买入，但现在没有很多消息。没有企业业绩公布，也没有很多经济数据，现在很可能更多只是技术和 头寸调整。 海林表示，近期股市上涨面扩大，预计会在新的一年持续，标普500指数在24日创新高并非由科技板块 推动，而是金融和工业两个美国经济中的周期性板块。 海林说，近日股市走势给人更多信心，让投资者认为股市在新的一年不仅仅有科技股作为领头羊。明年 股市将受益于"大而美"税收与支出法案以及美联储在四季度的降息。这些在2026年将构成利好。 由于部分投资者在连续上涨后选择获利了结，纽约股市三大股指26日开盘时涨跌不一，盘中整体弱势盘 整，收盘时纽约股市三大股指均微幅下跌。 截至当天收盘，道琼斯工业平均指数比前一交易日下跌20.19点，收于48710.97点，跌幅为0.04%；标准 普尔500种股票指数下跌2.11点，收于6929.94点，跌幅为0.03%；纳斯达克综合指数下跌20.21点，收于 23593.097点，跌幅为0.09%。 板块方面，标普500指数十一大板块七跌四涨。非必需消费品板块和能源板块分别以0.44 ...

布鲁克.罗林斯的表态引发加利福尼亚州、纽约州、明尼苏达州等民主党主政地区官员的质疑。纽约州 州长凯西.霍楚尔在社交媒体上转发了布鲁克.罗林斯的讲话并配文称："为什么特朗普政府如此执意要让 人们挨饿？" 随着美国政府"停摆"结束，各州正在重新启动"补充营养援助计划"(SNAP)救济金的发放工作，但与此同 时，由于"大而美"税收与支出法案对SNAP体系的全面收紧，该救济金领取条件也大幅收紧。 美国农业部长布鲁克.罗林斯12月2日表示，若由民主党主政的州未能提供受益人相关数据，联邦政府将 从下周起停止向这些州拨付用于发放SNAP救济金的款项。据报道，美国农业部于上周向各州发函，要 求尚未提交数据的州遵守规定，最后回应期限为12月8日。 美国联邦政府的SNAP最早于1939年由美国农业部管理，纳入了国家食品保障体系。其初衷是通过发放 食品券，保障低收入群体和贫困群体的基本营养需求，可用于购买各类家庭常见食物。食品券通过电子 转账卡(类似借记卡)的形式发放，按照家庭人口和收入分配。根据联邦规定，家庭月收入必须低于贫困 线130%。以2025年的标准为例，符合条件者在2026财年每月最高可领取298美元的补助，约为人民币 ...

Core Points - The U.S. government shutdown has ended, allowing states to resume the distribution of Supplemental Nutrition Assistance Program (SNAP) benefits, but new regulations from the "Big and Beautiful" tax and spending bill are tightening the SNAP system [1][2] - The Congressional Budget Office estimates that approximately 300,000 people nationwide will lose their SNAP eligibility due to these new rules [1] - This reform represents the most significant tightening of SNAP in a decade, requiring all adults under 65 without serious health limitations to prove they work, receive education, or participate in training for at least 80 hours per month, or they can only receive benefits for a maximum of three months [1][2] Summary by Sections SNAP Eligibility Changes - The new regulations require most previously exempt groups, including veterans, the homeless, and parents of children under 18, to meet work requirements, with the only new exempt group being legally defined Native Americans and tribal members [1] - The changes have been in effect since July 4, but states were given a 120-day adjustment period that ended on November 1 [1] Management and Funding Implications - States must manage SNAP more accurately or risk losing federal funding; starting in fiscal year 2028, states with an error rate exceeding 6% will face funding cuts [2] - From November 1, all errors will be counted, including those made during the government shutdown when states issued emergency benefits, which could complicate efforts to meet the error rate target [2] - Currently, only eight states are expected to meet the new requirements, while the national average error rate was nearly 11% last year [2] Program Scope and Financial Impact - SNAP is a crucial part of the U.S. social safety net, covering 42 million people, or about one-eighth of the U.S. population, with most participants living below the poverty line [2] - The program spends over $8 billion monthly, and for the first time in its 60-year history, SNAP benefits were halted during the recent government shutdown [2]

Core Insights - Trump's tariff policy and the "big and beautiful" tax and spending bill face higher opposition than support among Americans, with 61% opposing tariffs and 46% opposing the tax bill [1] - Overall approval rating for Trump stands at 38%, a decline of 9 percentage points since taking office, with negative perceptions regarding his honesty and care for ordinary people [1] Public Opinion on Specific Issues - Confidence in Trump's handling of trade negotiations is at 47%, while immigration stands at 46%, both higher than confidence in foreign policy (43%) and healthcare (38%) [1] - Only 40% of respondents express confidence in Trump's decisions regarding the Russia-Ukraine conflict, a decrease of 5 percentage points from the previous year [1] Government Performance Perception - 53% of Americans believe Trump has worsened the operation of the federal government, while 27% think he has improved it [1] - A significant 70% of respondents are dissatisfied with the government's handling of the Epstein case, and 63% do not trust the official narrative, with 88% of Democrats expressing distrust [1]

Core Insights - The survey conducted by the Pew Research Center indicates that President Trump's tariff policy and the "Big and Beautiful" tax and spending bill face higher opposition than support among Americans, with 61% opposing the tariff policy and only 38% supporting it [1] - Overall, Trump's approval rating stands at 38%, a decline of 9 percentage points since the beginning of his term, with negative perceptions regarding his honesty, concern for ordinary people, and being a good role model [1] Group 1: Tariff Policy and Tax Legislation - 61% of respondents oppose Trump's tariff policy, while only 38% support it [1] - 46% oppose the "Big and Beautiful" tax and spending bill, with 32% in support and 23% undecided [1] Group 2: Public Perception and Confidence - 53% of Americans believe Trump has worsened the operation of the federal government, while 27% think he has improved it [1] - Confidence in Trump's handling of trade negotiations (47%) and immigration (46%) is higher compared to foreign policy (43%) and healthcare (38%) [1] - Only 40% express confidence in Trump's decision-making regarding the Russia-Ukraine conflict, a decrease of 5 percentage points from the previous year [1] Group 3: Government Handling of Specific Cases - 70% of respondents are dissatisfied with the government's handling of information related to the Epstein case, and 63% express distrust in the official narrative, with 88% of Democrats sharing this sentiment [1]

Core Points - Elon Musk announced the formation of a new political party called the "American Party" on July 5, but has not yet registered it nearly a month later [1][2] - Musk's lack of progress in establishing the party contrasts with his typically decisive approach in business and government [1] - The "American Political Action Committee," funded by Musk, is the only formal political group he has established, aimed at supporting Trump's campaign [1] Group 1 - The "American Party" aims to participate in the upcoming congressional midterm elections, seeking to secure seats in both the House and Senate [2] - Establishing a political party in the U.S. requires a complex certification process, including party meetings and the election of temporary officials [2] - Tesla's Q2 financial report indicated poor performance, with both revenue and net profit declining year-over-year [2] Group 2 - Trump signed the "Big and Beautiful" bill on July 4, which is linked to Musk's announcement of the new party the following day [2] - Trump publicly denied rumors about undermining Musk's businesses, expressing hope for Musk's success [2]

Core Viewpoint - The Trump administration has canceled a federal aid of $327 million originally intended for Massachusetts, which was meant to support a nearly $2 billion reconstruction project for a heavily congested highway in Boston [1] Funding Details - The canceled funding was part of the "Neighborhood Access and Equity Program" established in 2023, which has now been officially abolished by the "Great American" tax and spending bill signed by Trump on July 4 [1]

Group 1 - The core issue revolves around the strained relationship between Elon Musk and former President Donald Trump, as well as the implications of Musk's recent actions, including changing his phone number and ceasing communication with House Speaker Mike Johnson after a disagreement over the "big and beautiful" tax and spending bill [1][3] - Mike Johnson expressed his desire to resolve the situation and indicated that he has attempted to reach out to Musk through third parties, hoping for a reconciliation between Musk and Trump [3] - The report highlights that Musk was previously a close ally of Trump, having invested over $290 million during the last federal election cycle to support Trump's victory, and played a significant role in establishing the government efficiency office under Trump's administration [3] Group 2 - Musk's recent criticism of Trump stems from concerns over the increasing national debt, which he attributes to Trump's policies, stating that the fiscal deficit has escalated from $2 trillion to $2.5 trillion under Trump's leadership, potentially leading to national bankruptcy [3] - The article notes that there are multiple factors contributing to the breakdown of the relationship between Musk and Trump, although specific reasons were not detailed [3] - Johnson's comments suggest that there is still hope for a positive relationship between Musk and Trump, despite the current tensions [3]

Group 1 - The conflict between Elon Musk and U.S. Treasury Secretary Janet Yellen has escalated, with Yellen criticizing Musk on CNN and Musk retaliating on social media [1][3] - Yellen stated that while the concept of a "Department of Efficiency" is popular, Musk himself is not well-liked according to polls [1] - Musk responded by questioning Yellen's mathematical abilities and referred to her as a "puppet" of George Soros, highlighting his previous popularity in polls [3] Group 2 - This is not the first altercation between Musk and Yellen, as they have reportedly had disputes in the White House before [3] - Musk announced the formation of a new political party, the "American Party," aimed at representing 80% of moderate voters in the upcoming midterm elections [3]

Group 1 - Elon Musk announced the formation of a new political party called the "American Party," aiming to represent 80% of moderate voters in the U.S. and to gain a seat in Congress [1][3] - The "American Party" was proposed in response to the recently enacted "Big and Beautiful" tax and spending bill, which Musk criticized for its impact on electric vehicle tax credits [3][5] - A poll conducted by Musk on social media showed that 65.4% of approximately 1.25 million respondents supported the establishment of the "American Party" [3] Group 2 - The "Big and Beautiful" bill is expected to cut tax credits that have historically encouraged the purchase of electric vehicles, including those from Tesla, potentially leading to a loss of $1.2 billion annually for Tesla [5][6] - There are concerns that the bill may also significantly reduce NASA's scientific budget from approximately $7.3 billion to $3.9 billion, which could adversely affect SpaceX's government contracts [6] - The relationship between Trump and Musk has deteriorated due to a series of trust issues, power conflicts, and unmet financial commitments, reflecting differing priorities within the Republican Party [6]