业内分析人士表示，若价格采集工作在整月停滞，意味着缺乏可计算的基础样本。即便政府在11月初恢 复运作，重新补采价格信息也几乎不可能在短时间内完成。 与价格调查相比，就业数据的发布可能稍显可行。专家解释说，企业通常掌握自身雇佣与解雇记录，即 使延迟，也可依赖行政数据修正；但通胀数据依赖实地采样，一旦中断，就无法回溯。 市场观察人士认为，这种"信息真空"将使企业缺乏定价参考、投资者难以判断物价趋势，而对政策制定 者而言，经济"仪表盘"的部分失灵将带来更高的不确定性。 政府关门致价格采集停滞，政策决策恐陷数据真空。 当地时间10月24日，美国白宫警告称，受政府持续关门影响，美国劳工统计局（BLS）可能无法按计划 发布10月份的消费者价格指数（CPI）数据。若情况属实，这将是自该指标设立以来首次出现"通胀数据 缺席"的历史性事件。 美国政府关门已进入第四周。参议院民主党人多次否决临时支出法案，称若不延长医疗保险补贴条款， 将拒绝支持拨款措施。资金短缺迫使大批联邦雇员被迫休假，其中包括参与物价调查的劳工统计局工作 人员。 白宫在社交平台上表示，由于国会未能通过拨款，BLS的调查人员无法进行实地价格采集，"我们因此 无法 ...

Group 1 - The potential government shutdown is expected to begin on October 1, with a 74% probability according to Polymarket data, raising concerns in the market [1] - The upcoming non-farm payroll report for September, a key economic indicator, may be delayed due to the shutdown, impacting investors' ability to assess economic health and Federal Reserve policy [2][3] - Historical patterns suggest that markets may exhibit resilience during government shutdowns, as seen in 2013 and late 2018, where declines were often reversed as attention shifted to other factors [3][4] Group 2 - The current political deadlock is more severe than previous instances, but analysts believe the market's reaction may not differ significantly from past shutdowns [4] - Investors are currently adjusting their portfolios, with some taking profits from high-performing tech stocks and reallocating to energy stocks, which have shown gains recently [4]