美国消费者新闻与商业频道

我是CNBC的杰西卡·埃丁格。华尔街周一开盘迎来胜利的周五、胜利的一周以及胜利的十月收官。十月向来是个波动较大的月份，但这次涨幅成了意外之喜。周五道指上涨40点，领涨的是涨幅达9.5%的亚马逊股票。标普500指数上涨17点。

I'm Jessica Edinger, CNBC. Wall Street opens Monday morning with a winning Friday, a winning week, and a winning month of October in the books. And October can be a tricky month, but the gains were the treat. On Friday, the Dow was up 40 points led higher by shares of Amazon, which were up nine and a half percent. The S and P five hundred index was up 17 points.

纳斯达克指数上涨143点，涨幅0.5%。英伟达股价周五收跌，跌幅约0.2%。周五股价创历史新高的公司包括亚马逊、苹果和Palantir。以下是主要股指年初至今的表现：

The Nasdaq was up 143 points. That was a half percent. Shares of Nvidia were in the red on Friday. They were down about two tenths of 1%. Companies whose shares hit fresh all time highs on Friday include Amazon, Apple, and Palantir, checking the major averages year to date.

道指累计上涨11%，标普500指数上涨16%，纳斯达克指数2025年迄今涨幅达22%。

The Dow is up 11%. The S and P five hundred index is up 16%. The Nasdaq is up 22% so far for 2025.

我特别关注市场对基础经济表现出的担忧。消费者正承受压力。比如达拉斯联储的周度活动指标显示，三四季度GDP仍保持约±2%的趋势增速——这个数据可能没错，但诡异的是达拉斯联储的定性描述读起来像经济衰退。

I am very focused on the market's exhibited concerns about the underlying economy. The consumer is getting pinched. I mean, if you look at the weekly, like, Dallas Fed weekly activity indicator, it's still saying we have, like, a two percentage plus or minus trend in the third and fourth quarter on GDP. Maybe that's right. Which is weird because the qualitative on Dallas Fed reads like we're in recession.

没错，但现状就是如此。企业正在研判未来形势是会更严峻还是更宽松。

No. Well, but that's what it is. Right? So it's it's companies that are trying to figure out if things look like they're getting tougher or easier from here.

CNBC的迈克·桑托利和卡尔·昆塔尼利亚报道。下周将有约四分之一的标普500成分股发布季报，包括芯片制造商AMD、高通和ARM。餐饮业也将迎来重磅周，以麦当劳为首。周二政府停摆将正式创下历史最长纪录，最终可能取决于空管人员是否决定惩罚飞行乘客——从而促使民众向立法者施压结束停摆。

CNBC's Mike Santoli and Carl Quintanilla. In the coming week, about a quarter of S and P 500 index companies will report quarterly results, including chipmakers, AMD, Qualcomm, and ARM. It's also a huge week for restaurants led by McDonald's. The government shutdown will officially become the longest in history on Tuesday, and it may come down to whether air traffic controllers decide to penalize flying Americans who can then scream to their lawmakers to end this thing.

别忘了，上次长时间停摆发生在特朗普首个任期内，就在空管人员集体请病假的当天下午宣告结束。他们表态说：'受够了，我们已无偿工作一个月，不会再继续'。停摆随即终止。

Let's not forget that the last long shutdown, which was in Trump's first term, ended on the afternoon of the morning that the air traffic controllers staged a sick out. They said enough. We work for a month without pay. We're not gonna do that anymore. The shutdown ended forthwith.

前拜登经济顾问贾里德·伯恩斯坦在CNBC表示，由于担心政府停摆可能导致4000多万美国人的SNAP食品援助福利被切断或中断，投资者抛售了沃尔玛、克罗格、达乐和好市多的股票，导致其股价下跌。

Former Biden economic adviser Jared Bernstein on CNBC, Investors sent shares of Walmart, Kroger, Dollar General, and Costco lower on the fear that SNAP food assistant benefits could be cut off or interrupted for more than 40,000,000 Americans in the government shut down.

沃尔玛是零售业的头号巨头，对吧？它是美国最大的食品杂货商，Numerator调查发现去年超过94%的SNAP购物者曾在此购买食品。其次是克罗格，接着是好市多——尽管后者需要会员资格。

Walmart is the retailer that is number one hit. Right? They they are the largest grocer in America, and Numerator found that more than 94% of Snap shoppers have bought food there in the last year. And then Kroger is next. And then Costco, even though it requires that membership.

沃尔夫研究公司估计，沃尔玛与SNAP相关的销售额占比在较高个位数区间，而达乐和美元树则在中等个位数区间。因此达乐和美元树的年销售额可能不如沃尔玛高，但它们对SNAP购物者的依赖度相对更高。

And then Wolf Research, they estimate that Walmart sales related to Snap are in the high single digit range, but Dollar General and Dollar Tree are in the mid single digits. So the annual spend may not be as high at a Dollar General or a Dollar Tree, they sort of over index to a Snap Shopper.

CNBC记者考特尼·里根报道。迈克尔·杰克逊今年再次登上《福布斯》已故名人收入榜榜首，其遗产过去十二个月收入达1.05亿美元。周末影院方面，Netflix史上最受欢迎电影《K-pop恶魔猎人》正在热映。周一重点关注11月交易动态。

CNBC's Courtney Reagan. Michael Jackson topping the Forbes list of dead celebrity earners again this year. The estate taking in a $105,000,000 in the past twelve months. In theaters over the weekend, Netflix's most watched movie ever, k pop demon hunters. On Monday's watch list, it's the November trading.

安森美半导体和Palantir将于周一公布财报。同时还将发布汽车销售新数据。CNBC，杰西卡·埃丁格报道。

Earnings are coming Monday from ON Semiconductor and Palantir. Also get some new numbers on car sales. Jessica Edinger, CNBC.

今年12月，CNBC将在纽约标志性的纳斯达克市场举办独家线下活动《快钱直播：假日交易》，12月11日举行。立即登录cnbcevents.com/fastmoney购票。

This December, CNBC opens its doors for an exclusive in person experience at the iconic Nasdaq Market site in New York City. Fast Money Live, trading the holidays. December 11. Get your tickets now at cnbcevents.com/fastmoney.