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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..
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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?