华尔街见闻早餐｜2025年9月8日

Economic Indicators - The U.S. non-farm payrolls added only 22,000 jobs in August, significantly below expectations, with the unemployment rate rising to 4.3%, the highest in nearly four years [1] - The disappointing non-farm report almost guarantees a rate cut by the Federal Reserve in September, although future rate cut discussions may become more complex [1] Market Reactions - Following the non-farm data release, the S&P 500 index declined, U.S. Treasury yields fell across the board, and the U.S. dollar weakened [1] - International oil prices dropped by over 2%, while gold prices surged to a record high, surpassing $3,600 [1] Policy and Regulatory Developments - President Trump announced that the next Federal Reserve Chair will be selected from three candidates: Hassett, Waller, and Walsh [1] - Trump is adjusting global tariff policies, granting exemptions for key commodities such as gold, tungsten, and uranium [1] - The Japanese Prime Minister Shigeru Ishiba announced his resignation ahead of a key vote [1] China Market Updates - In Shenzhen, significant changes in the housing market were noted, with areas like Luohu lifting purchase restrictions, allowing non-residents to buy two properties [1] - China's foreign exchange reserves increased by 0.91% in July, with the central bank having increased gold holdings for ten consecutive months [1] OPEC+ Developments - OPEC+ has "principally agreed" to increase production in October [1] Corporate Developments - OpenAI is projected to have a cash burn of $115 billion over the next four years, aiming for $200 billion in revenue by 2030 [1]