周三，美元指数攀升至99点，达到两个月来的最高水平，因为对美国政府持续关闭的经济影响的持续担忧促使投资者转向避险资产。政府关门进入第二周，没有明确的解决方案，给前景蒙上了阴影，推迟了关键数据的发布，并加大了政策制定者达成协议的压力。在货币方面，人们普遍预计美联储本月将降息25个基点，并可能在12月再次降息。市场现在正在等待联邦公开市场委员会会议纪要和包括主席杰罗姆·鲍威尔在内的几位美联储官员的评论，以获取政策线索。新西兰储备银行（Reserve Bank of New Zealand）出人意料地降息50个基点，美元兑新西兰元汇率涨幅最大，同时在法国和日本的政治不确定性下，美元兑主要货币也走强。

The dollar index climbed toward 99 on Wednesday, hitting its highest level in two months as persistent concerns over the economic fallout from the ongoing US government shutdown drove investors toward safe-haven assets. The shutdown entered its second week with no clear resolution, clouding the outlook, delaying key data releases, and heightening pressure on policymakers to strike a deal. On the monetary front, the Federal Reserve is widely expected to deliver a quarter-point rate cut this month, with another reduction likely in December. Markets now await the FOMC minutes and comments from several Fed officials, including Chair Jerome Powell, for policy cues. The dollar advanced the most against the kiwi after the Reserve Bank of New Zealand surprised markets with a 50 basis point rate cut, while also firming against major peers amid political uncertainty in France and Japan.

美联储的Miran表示，中性利率的下降增加了政策的紧缩性。美联储理事Stephen Miran隔夜表示，中性利率可能比一年前有所下降，使当前的政策设置“比几个季度前更具限制性”

Fed's Miran says drop in neutral rate increases tightness of policy.Fed Governor Stephen Miran said overnight that the neutral rate of interest has likely declined relative to a year ago, making current policy settings “more restrictive than a couple quarters ago.”

美元反弹，因美国政府停摆持续，打压信心。周三早盘，美元在亚洲交易中升至六周来的最高水平，因为美国政府关门的风险加剧，引发了新的投资者担忧，并提振了对避险资产的需求。

Dollar rallies as US shutdown drags on, weighing on confidence.The U.S. dollar rose to its strongest levels in six weeks in early Asian trading on Wednesday as risks around the U.S. government shutdown intensified, sparking fresh investor worries and boosting demand for safe haven assets.

周三，由于对人工智能反弹的持久性和政府长期停摆的再次担忧，主要股指在前一交易日下跌，美国股指期货几乎没有变化。周二，标准普尔500指数和纳斯达克综合指数分别下跌0.38%和0.67%，从历史高点回落，而道琼斯指数下跌0.2%。甲骨文股价下跌2.5%，此前该公司公布的云利润率低于预期，部分英伟达芯片租赁交易出现亏损。对人工智能反弹逆转的担忧日益加剧，这让人想起20世纪90年代末的互联网泡沫，也给股市带来了压力。与此同时，持续的政府停摆继续打压市场情绪，推迟了关键经济数据，增加了政策制定者达成协议的压力。

US stock futures were little changed on Wednesday after major indexes slid in the previous session amid renewed concerns over the durability of the artificial intelligence rally and the prolonged government shutdown. On Tuesday, the S&P 500 and Nasdaq Composite fell 0.38% and 0.67%, respectively, pulling back from record highs, while the Dow lost 0.2%. Oracle dropped 2.5% after reporting weaker-than-expected cloud margins and losses on some Nvidia chip rental deals. Growing fears about a reversal in the AI rally reminiscent of the late-1990s dot-com bubble also pressured stocks. Meanwhile, the ongoing government shutdown continues to weigh on sentiment, delaying key economic data and increasing pressure on policymakers to reach a deal.