Group 1 - The unprecedented federal government shutdown has led to the potential permanent loss of certain economic data that was scheduled for collection in October, complicating the assessment of the U.S. economic health [1] - Key statistical agencies, including the Bureau of Labor Statistics and the Census Bureau, were unable to collect data during the shutdown, severely impacting reports that rely on manual data collection [1] - There is an increasing risk that the Bureau of Labor Statistics may not release the October Consumer Price Index, a crucial inflation indicator, raising concerns among economists regarding the household survey used to calculate unemployment rates [1] Group 2 - The ongoing 42-day government shutdown is expected to impact the economy, but it is predicted that economic growth will return to normal by early 2026, with a recovery in growth rates to 3%-4% anticipated by the first quarter of next year [2] - The Senate has passed a bill to restart the government, with the House expected to approve it soon, which will then be sent to Trump for signing [2]

白宫国家经济委员会主任凯文·哈塞特表示，时长创纪录的政府停摆意味着一些本应于10月收集的经济 数据可能永远不会被记录下来，这使得全面评估美国经济健康状况变得困难。"据我了解，有些调查实 际上根本没有完成，所以我们可能永远也无法知道那个月发生了什么，"哈塞特说，"在数据机构恢复运 作之前，我们可能还要经历一段阴云笼罩的时期。" 风险提示及免责条款 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。 ...