Bitunix 分析师:特朗普推动 “核选项” 美政府停摆危机进入政治临界点

BlockBeats 消息,10 月 31 日,美国总统特朗普于 10 月 31 日深夜发文,敦促参议院共和党人废除立法阻挠议事规则,以突破长达近一月的政府停摆僵局。此举被称为「核选项」,意在以简单多数票推动预算法案,但共和党高层仍坚决反对。参院多数党领袖图恩重申,不会为拨款立法启动该程序。美国政府停摆以来,已造成约 75 万名联邦雇员无薪休假。国会预算办公室估计,停摆若持续,将拖累美国第四季 GDP 高达 2%。市场对政治僵局的不安升温,美元指数震荡走弱,美债短端殖利率回落。Bitunix 分析师指出,特朗普再度主打高风险政治手段,显示其意图将停摆议题转化为选战杠杆,为共和党强化基层动员。若僵局延长,不仅冲击财政支出节奏,也可能放大对金融市场信心的侵蚀效应。投资者应关注国会协商进度与信用市场反应,美国政治不确定性正成为年底流动性波动的关键变量。

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