劳动力市场降温愈发明显，美国上周首申人数意外飙升，续请失业金人数升至四年高位

Group 1 - The number of initial jobless claims in the U.S. rose to 235,000, the highest level since June 20, indicating a slowdown in the labor market [1] - The four-week average of initial claims increased to 226,250, marking the highest level in a month [1] - Continuing claims for unemployment benefits rose by 30,000 to 1.972 million, the highest level since November 2021, suggesting increased difficulty for unemployed individuals to find new jobs [3] Group 2 - The rise in initial claims and continuing claims suggests an increase in layoffs and a cooling job market, as evidenced by previous non-farm payroll data showing slower hiring and rising unemployment rates [3] - Despite the seasonal adjustment showing an increase in initial claims, unadjusted data indicated a decline, reaching the lowest level in 2025, primarily driven by decreases in California, Michigan, and Texas [4] - California saw the largest drop in initial claims, decreasing by 1,948, while Kentucky, Massachusetts, and Iowa experienced increases, with Kentucky having the highest rise of approximately 2,000 claims [4]