
美国劳工部数据显示,9月非农就业岗位仅增加2.9万,失业率升至4.2%,7月和8月数据被合计下修6万。医疗、建筑和制造业增加就业,金融业减少7000人。平均时薪环比涨5美分至37.81美元,同比涨3.0%。市场预计美联储10月维持利率不变概率为77.3%。
AI-generated summary
美国劳工部每月发布非农就业报告,是衡量美国劳动力市场健康状况的关键指标,直接影响美联储货币政策决策。
中新社华盛顿10月2日电 (记者 陈孟统)美国劳工部2日发布数据显示,美国9月非农就业岗位增加2.9万个,失业率为4.2%,较8月上升0.1个百分点。
美国劳工部同时下修7月和8月非农数据,两月合计较此前公布数据减少6万个就业岗位。其中,8月的就业数据修正为增加13.3万个,较初值减少2.9万个。
彭博新闻社分析指出,美国9月新增就业岗位低于预期,工资增速放缓,表明在成本不断上涨的情况下,部分雇主的招聘意愿趋于谨慎。“就业报告弱于预期,应该会让美联储10月加息的可能性明显下降。”
数据显示,9月份,美国医疗保健业新增就业1.7万人、建筑业新增1.1万人、制造业新增9000人,金融业则减少7000人。自2025年5月以来,美国金融业就业人数已减少12.9万人,其中大部分就业岗位减少来自保险公司及相关行业。
在薪资方面,美国9月私营部门非农就业人员平均时薪环比上涨5美分,至37.81美元;同比上涨3.0%。
《华尔街日报》称,9月就业报告几乎没有给美联储官员改变对美国经济基本判断的理由,同时也消除了美联储10月维持利率不变的一个潜在障碍。
截至记者发稿时,芝加哥商品交易所美联储利率观测工具(FedWatch Tool)显示,市场预计美联储10月维持联邦利率不变的概率为77.3%。
(完)
AI outlook — possibilities, not facts
美联储将在10月货币政策会议上维持联邦利率不变
Very likely · Within weeks
金融业就业人数将在短期内继续下降
Likely · Within months

G7 countries reached an agreement on Friday to release 100 million barrels of diesel and crude oil from emergency reserves in the next four months under the coordination of the IEA and not to restrict each other's energy exports. This decision was finalized after US President Trump threatened to impose a diesel export ban to put pressure on Europe. The US subsequently announced that it would not implement the ban. After discussion, the EU decided to reach a compromise by releasing 50 million barrels of diesel from Europe and 50 million barrels of crude oil from other IEA members. After the news, European and American diesel futures fell 3% to 5%, but geopolitical risks pushed Brent crude back to $102 a barrel.

A 49-year-old Singapore business consultant gave up car ownership in May after two decades, reflecting a broader trend as high Certificate of Entitlement prices, rising running costs, and parking hassles prompt more residents to reconsider private vehicles despite government efforts to expand public transport and cycling infrastructure.

The number of non-farm payrolls in the United States increased by only 29,000 in September, far lower than the expected 90,000. The unemployment rate rose to 4.2%, causing the probability of an interest rate hike in October to plummet to 18%. U.S. technology stocks rose sharply, with the Philadelphia Semiconductor Index rising 3.27%, TSMC ADR rising 2.38%, and Taiwan stock futures soaring more than 800 points in night trading to 49,495 points. The legal person recommended focusing on AI semiconductor and cloud infrastructure-related stocks and deploying them in batches.

China's strong subsidies for the new energy vehicle industry have led to overcapacity and market involution, causing multinational car companies that relied heavily on the Chinese market in the early years, such as General Motors's Buick, Cadillac, Ford Lincoln, and German BBA and Volkswagen brands, to see a sharp decline in sales. Among them, 90% of Buick's sales came from China, with only 436,000 units sold last year, compared with 2016. The annual peak fell by more than 60%; Cadillac's sales in China fell from a peak of 233,000 units in 2021 to about 100,000 units; Lincoln's sales in China dropped from nearly 80,000 units to 36,000 units; the three BBA's combined Chinese sales dropped by nearly 260,000 units; Volkswagen's sales in China fell by 8% to 2.6938 million units, surpassed by Geely for the first time.

The Investor Protection Center has begun to accept registration of investor claims for Sinopec's false financial statements. The source of the case is that Dingyue Development acquired the land in Jinghua City at a high price, which resulted in Sinopec's false expenses of 7.5 billion yuan. The period of bona fide buyers and holders lasted for more than three years. It is expected that the number of people participating in the claim will break the record.

China's automobile retail sales fell by 18.5% in the first eight months of this year, facing a decline in both sales and prices. The Taiwanese components supply chain is highly dependent on the Chinese market. Companies such as Yingli-KY, Guanghua-KY, Tongdian Electronics, and Precision have experienced profit declines or fallen into deficits due to large losses in their Chinese subsidiaries. In contrast, Yili Electronics has offset losses in China through strong growth in the Southeast Asian market, while Huangtian relies on European, American and global export orders to maintain profitability, showing the importance of diversifying market risks.