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Back美國9月非農數據爆冷 失業率升至4.2% 美股科技類領漲 台股期貨夜盤衝上49495點
美國9月非農數據爆冷 失業率升至4.2% 美股科技類領漲 台股期貨夜盤衝上49495點
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自由时报1 hour agoBusiness1 min readChinaView translation

美國9月非農數據爆冷 失業率升至4.2% 美股科技類領漲 台股期貨夜盤衝上49495點

非農數據失業率升息預期

Quick Look

美國9月非農就業人數僅增2.9萬人，遠低於預期9萬人，失業率升至4.2%，導致10月升息機率驟降至18%，美股科技股大漲，費城半導體指數升3.27%，台積電ADR升2.38%，台股期貨夜盤飆逾800點衝上49495點，法人建議聚焦AI半導體與雲端基礎建設相關股票並分批布局。

AI-generated summary

Why It Matters

美國9月非農就業數據顯示新增僅2.9萬人，失業率升至4.2%，遠低於市場預期，顯示勞動市場降溫。

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〔記者卓怡君／台北報導〕美國公布最新9月非農數據爆冷，僅增2.9萬人，低於市場預期約9萬人，失業率由4.1%升至4.2%，高於預期的4.1%，使得10月升息機率再降溫，美國科技股應聲大漲，截至晚間10:50分左右，費城半導體指數大漲3.27%，台積電ADR勁揚2.38%，台股期貨夜盤狂飆逾800點，直接飛越4萬9000點大關，最高來到49495點，上漲逾1.5%，下週台股有望劍指5萬點。

美國非農數據公布後，2年期美債殖利率降至4.73%，10年期美債殖利率一度降至5.19%，短、長天期殖利率同步回落，顯示再升息的預期降溫。

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法人指出，10月再升息的預期降溫，有助支撐科技股評價，但若招聘放緩進一步影響消費與營收，市場焦點可能轉向獲利下修風險，目前10月升息機率由非農數據公布前的28%降至18%，顯示招聘與薪資降溫進一步強化美國聯準會暫緩升息的預期，並帶動股債反彈。不過，暫緩升息不代表即將降息，建議聚焦AI半導體、雲端基礎建設相關獲利成長個股，並分批布局，避免追價。

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AI outlook — possibilities, not facts

  • 台股有望在下週劍指5萬點

    Likely · Within weeks

Open Questions

  • 失業率上升是否將持續？
  • 美聯儲是否將在未來會議中維持利率不變？
  • 台股能否在下週突破5萬點關卡？

Related Topics

非農數據
Organizations美國聯準會台積電
Places美國台灣
Topics失業率升息預期科技股費城半導體指數台積電ADR台股期貨
This article was originally published by 自由时报.

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