节点：下游（终端消费/应用）位置：下游情绪：利空参考度：6/10
美国财长贝森特于周日发表观点，指出为期43天的政府停摆，已给美国经济带来110亿美元的永久性损失 。不过，鉴于利率降低与减税因素，他对明年经济增长前景持乐观态度。
在一档节目中，贝森特表明，美国经济里对利率敏感的部分领域，像房地产，已陷入衰退。然而，他认为美国整体经济不存在陷入负增长的风险。
贝森特将通胀归因于服务经济，而非特朗普总统的全面关税，这一观点与特朗普政府长期立场一致。同时，他预计能源价格下跌会更广泛地拉低整体物价。
近期数据显示，因进口关税致使物价上涨、抑制需求，美国制造业活动有所放缓。密歇根大学上周五公布的消费者调查也体现出，消费者对物价上涨颇为沮丧。
尽管如此，贝森特依旧对美国经济前景保持乐观。“我对2026年极为乐观，我们已为强劲且无通胀的经济增长奠定基础。”他如此表示。
他指出，10月能源价格下跌，房屋销售量上升，且...
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