Workflow
看跌期权信仰
icon
Search documents
美国政府停摆背后,华尔街为何保持冷静,市场影响几何?
Sou Hu Cai Jing· 2025-10-08 18:41
Group 1 - The government shutdown has become a routine occurrence, with citizens expressing a sense of resignation as their salaries remain unaffected [1][3] - The financial markets are largely unfazed by the shutdown, with the VIX index showing minimal fluctuations and traders maintaining a calm demeanor [4][10] - Companies reliant on government contracts, particularly in the defense sector, are experiencing slight stock price increases, while other sectors like banking are seeing net redemptions in ETFs [6][8] Group 2 - The impact of the shutdown on GDP is projected to be minimal, with estimates suggesting a 0.18% decrease if the shutdown lasts over two weeks [3] - Tech companies report little disruption, attributing their resilience to diversified revenue streams, while government-dependent firms are adjusting payment schedules [6][8] - Market sentiment remains stable, with investors confident that the Federal Reserve will intervene if the situation escalates [10]