节点：下游（终端消费/应用）位置：下游情绪：利空参考度：4/10
昨夜今晨，美国政府关门事件出现松动迹象，美股市场随之发生显著变化，上演“V型反转”，标普500指数与道琼斯工业平均指数尾盘转涨。然而，纳斯达克指数虽距离翻红仅一步之遥，却仍创出4月初“对等关税”之后的最大单周跌幅。
截至收盘，标普500指数涨0.13%，报6728.8点；纳斯达克综合指数跌0.21%，报23004.54点；道琼斯工业平均指数涨0.16%，报46987.1点。本周，标普累计下跌1.63%，纳指跌3.04%，道指跌1.21% 。
本月非农报告缺席，受密歇根大学调查数据显示“美国消费者信心降至三年多来最低水平”影响，美股早盘再度“跳水”。但盘中参议院民主党人提出，将结束停摆的要求缩减为对即将到期的医疗补贴延长一年 。参议院民主党领袖舒默称此为“简单的妥协”，表示提案可在“几小时内”通过参议院；共和党领袖约翰·图恩虽斥其为“无望之举”，却也承认有进展。
随后股票买家进场押注“政府开门”，标普500指数扭转早盘最低下跌1.3%的颓势。参议员们交换提议，被视为积极信号。
作为美股龙头与AI交易代表，英伟达日内一度跌..
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Why did the Nasdaq record the largest weekly decline since early April despite the V – shaped reversal in the US stock market? Is it mainly due to the underperformance of technology giants like Microsoft? And considering the government shutdown situation, will the positive signals from senators really lead to the “government opening” as stock buyers bet? Also, with Meta’s huge investment plan, how will it impact the AI – related stocks in the future? And for the struggling US rare earth industry, will it have any long – term effects on the overall US stock market?