Fortune | FORTUNE 10月01日
美股月度收官温和,政府停摆担忧有限
index_new5.html
../../../zaker_core/zaker_tpl_static/wap/tpl_guoji1.html

 

美股在温和的交易中结束了又一个上涨月份,标普500指数和道琼斯工业平均指数均录得小幅上涨,纳斯达克综合指数也基本持平。市场对潜在的美国政府停摆反应平静,因为过去的停摆事件对经济和股市影响有限。尽管经济数据喜忧参半,包括消费者信心指数低于预期和就业市场招聘平稳,但美国国债收益率仍保持相对稳定。华尔街的目光也聚焦于美联储的利率政策,以及即将发布的关键经济数据,而政府停摆可能导致这些数据延迟发布。

📈 **股市温和收官,月度连涨势头延续**:美国股市在当月最后一个交易日表现平稳,标普500指数、道琼斯工业平均指数和纳斯达克综合指数均录得小幅上涨,延续了此前的上涨趋势,显示出市场在月度收官之际的温和态势。

🏛️ **政府停摆担忧有限,市场反应平静**:尽管美国政府面临潜在的停摆风险,但市场反应平静。历史经验表明,过去的政府停摆对经济和股市的长期影响有限,多数投资者预计此次情况类似,因此并未引发市场大幅波动。

📊 **经济数据喜忧参半,国债收益率稳定**:发布的美国经济数据呈现混合信号,消费者信心指数低于预期,而就业市场招聘活动则保持平稳。尽管如此,美国国债收益率在债券市场上的波动后,最终保持了相对稳定。

📉 **美联储政策与数据延迟成焦点**:华尔街关注美联储的利率政策走向,特别是就业市场数据对未来降息预期的影响。政府停摆可能导致重要的就业和通胀数据延迟发布,增加市场的不确定性,使得投资者对经济状况和降息前景更加敏感。

 U.S. stocks coasted to the finish of their latest winning month. The S&P 500 rose 0.4% Tuesday to close out its fifth straight winning month after setting a record last week. The Dow Jones Industrial Average gained 0.2%, and the Nasdaq composite rose 0.3%. The quiet trading came as a potential shutdown of the U.S. government loomed. Past shutdowns have had limited impact on the economy and stock market, and many investors expect something similar this time around. Treasury yields wavered but ultimately held relatively steady following mixed reports on the U.S. economy.

THIS IS A BREAKING NEWS UPDATE. AP’s earlier story follows below.

U.S. stocks are coasting toward the finish of Wall Street’s latest winning month on Tuesday, as financial markets give a collective yawn for the potential shutdown of the U.S. federal government that’s looming.

The S&P 500 edged up by 0.1% and is on track for a fifth straight winning month after setting a record last week. The Dow Jones Industrial Average was down 18 points, or less than 0.1%, with an hour remaining in trading, and the Nasdaq composite was virtually unchanged.

The quiet trading came as a midnight deadline approached, when the U.S. government looks likely to shut down because of Washington’s latest political impasse. That’s because history has shown that past shutdowns have had limited impact on the economy and stock market, and many economists and professional investors expect something similar this time around.

The S&P 500 has climbed an average of 4.4% during past shutdowns and is positive over the last five, according to Monica Guerra, head of U.S. policy at Morgan Stanley Wealth Management.

The broad stock market has been on a nearly relentless run since hitting a low in April on expectations that President Donald Trump’s tariffs won’t derail global trade and that the Federal Reserve will cut interest rates several times to boost the slowing job market.

Treasury yields wavered in the bond market but ultimately held relatively steady following a couple mixed reports on the U.S. economy. One said consumers are feeling less confident than economists expected, with many respondents in the Conference Board’s survey pointing to the job market and to inflation that has remained higher than anyone would like.

A second report suggested the job market may be remaining in its “low-hire, low-fire” state. U.S. employers were advertising roughly the same number of job openings at the end of August as the month before. The hope on Wall Street had been for a number that’s neither too high nor too low, one balanced enough to keep the Fed on track to continue cutting interest rates.

The Fed just delivered its first cut of the year, and officials have penciled in more through the end of next year to give the job market a boost. Too-strong data on jobs could make the Fed less willing to cut rates, which would back up criticism that the U.S. stock market has become too expensive after prices ran so high. Too-weak numbers, meanwhile, could signal a coming recession, which would also hurt stock prices.

When Wall Street will get upcoming data reports on the job market and inflation is uncertain, though. A shutdown of the federal government would cause delays for several important reports, including Friday’s on how many jobs U.S. employers created and destroyed in September.

That could make Wall Street more twitchy when investors are already nervous about the state of the economy and what that means for the potential for cuts to rates. The Department of Labor has already said that the Bureau of Labor Statistics will completely cease operations if there’s a lapse.

On Wall Street, Spotify Technology sank 5.4% after the Stockholm-based streaming giant said its founder, Daniel Ek, is stepping down as CEO to become the executive chairman. Two of his lieutenants will replace him as co-CEOs: Chief Product and Technology Officer Gustav Söderström and Chief Business Officer Alex Norström.

Oil-related companies weighed on the market after the price of crude fell again as traders see too much oil washing around the world. Schlumberger fell 2.7%, and Halliburton dropped 2%.

On the winning side of Wall Street was CoreWeave, which jumped 11.8%. It said Meta Platforms will pay up to $14.2 billion for a new order for cloud computing power made under its existing service agreement, with the potential for more.

Lamb Weston climbed 4% after the supplier of frozen French fries and other potato products reported a stronger profit for the latest quarter than analysts expected.

In stock markets abroad, indexes ticked higher in Europe following a mixed finish in Asia.

In the bond market, the yield on the 10-year Treasury held steady at 4.15%, where it was late Monday.

___

AP Business Writers Yuri Kageyama and Matt Ott contributed.

Fortune Global Forum

returns Oct. 26–27, 2025 in Riyadh. CEOs and global leaders will gather for a dynamic, invitation-only event shaping the future of business.

Apply for an invitation.

Fish AI Reader

Fish AI Reader

AI辅助创作,多种专业模板,深度分析,高质量内容生成。从观点提取到深度思考,FishAI为您提供全方位的创作支持。新版本引入自定义参数,让您的创作更加个性化和精准。

FishAI

FishAI

鱼阅,AI 时代的下一个智能信息助手,助你摆脱信息焦虑

联系邮箱 441953276@qq.com

相关标签

美股 政府停摆 经济数据 国债收益率 美联储 US Stocks Government Shutdown Economic Data Treasury Yields Federal Reserve
相关文章