美国原油库存在截至2025年10月3日的一周内增加了278万桶，此前一周减少了367.4万桶。这一涨幅略高于市场预期的225万桶，扭转了连续三周的下跌趋势，标志着自7月初以来的最大单周涨幅。

US crude oil inventories rose by 2.78 million barrels in the week ending October 3, 2025, following a 3.674 million-barrel draw the previous week. The build, slightly above market expectations of a 2.25 million-barrel increase, reversed a three-week streak of declines and marked the largest weekly gain since early July.

周二，美国股市从历史高点回落，投资者权衡了持续的政府停摆与人工智能驱动增长的希望。标准普尔500指数8天来首次下跌0.4%，纳斯达克指数下跌0.8%，道琼斯指数下跌99点，受低于预期的云利润报告后甲骨文股票大幅抛售的压力。特斯拉在推出低成本Model Y后下跌4.4%，福特因供应商大火下跌7.6%，黄金期货飙升至每盎司4000美元以上，因为投资者寻求避风港。包括住宅建筑、航空公司和运输在内的经济敏感行业表现不佳，而科技股则喜忧参半——AMD在OpenAI交易中上涨，IBM在人工智能合作中上涨。随着新的经济数据停滞不前，投资者依赖二级指标和美联储的言论，这些言论指出，在不确定的情况下，可能会降息。持续的政府关门继续给经济前景蒙上阴影，推迟了关键数据，并迫使政策制定者达成解决方案。

US stocks retreated from record highs on Tuesday as investors weighed the ongoing government shutdown against hopes for AI-driven growth. The S&P 500 fell 0.4% for the first time in 8 days, the Nasdaq lost 0.8%, and the Dow fell 99 points, pressured by a steep sell-off in Oracle shares after weaker-than-expected cloud margin reports. Tesla slipped 4.4% after unveiling a low-cost Model Y, Ford tumbled 7.6% over a supplier fire, and gold futures surged past $4,000 per ounce as investors sought safe havens. Economically sensitive sectors, including homebuilding, airlines, and transport, lagged, while tech stocks showed mixed results—AMD rose on an OpenAI deal and IBM advanced on an AI partnership. With fresh economic data stalled, investors relied on secondary indicators and Federal Reserve remarks, which pointed to potential rate cuts amid uncertainty. The extended shutdown continues to cloud the economic outlook, delaying key data and pressuring policymakers to reach a resolution.

DXY升至98.61，为2025年9月以来的最高水平。在过去的4周里，美元指数上涨了1.17%，在过去的12个月里，它下跌了3.8%。

DXY increased to 98.61, the highest since September 2025. Over the past 4 weeks, Dollar Index gained 1.17%, and in the last 12 months, it decreased 3.8%.

2025年8月，美国消费信贷总额增长了3.6亿美元，远低于7月份修订后的181亿美元的增幅，也低于市场预期的131亿美元的增长。由于信用卡余额下降，该指数以六个月来最慢的速度上涨。循环信贷的年增长率为5.5%，而非循环信贷（包括汽车和学生贷款）的增长速度较慢，为2%。总体而言，经季节性调整后的消费信贷年增长率为0.1%，表明借贷活动明显降温。

Total US consumer credit rose by $0.36 billion in August 2025, sharply lower than the a revised $18.1 billion gain in July and missing market expectations of a $13.1 billion increase. It rose at the slowest pace in six months, held back by a decline in credit card balances. Revolving credit grew at an annual rate of 5.5%, while nonrevolving credit—which includes auto and student loans—expanded at a slower 2% pace. Overall, consumer credit advanced at a seasonally adjusted annual rate of 0.1%, signaling a notable cooling in borrowing activity.