美国11月非农录得6.4万人，失业率为四年来新高

Group 1 - The core point of the article highlights the mixed signals in the U.S. labor market, with November non-farm payrolls showing an increase of 64,000, surpassing expectations, while the unemployment rate rose to 4.6%, the highest since September 2021 [1][2] - The October non-farm payrolls were revised down significantly, indicating a loss of 105,000 jobs, primarily due to substantial layoffs in government sectors, which saw a reduction of 162,000 jobs in October and an additional 6,000 in November [1][2] - The average hourly wage growth in November was only 0.1% month-on-month and 3.5% year-on-year, marking the smallest annual increase since May 2021, reflecting a cautious hiring environment among businesses [2][4] Group 2 - Economists describe the current labor market as a state of "low layoffs, low hiring," with many companies hesitant to recruit due to the belief that tasks can be performed by artificial intelligence [2][3] - The delayed employment report is expected to influence the Federal Reserve's decision-making in its upcoming January meeting, as the cooling labor market was a key factor in the recent interest rate cut [2][5] - Concerns have been raised regarding the accuracy of employment statistics, with the possibility that the Labor Department's estimates may overstate job growth by as much as 60,000 per month, suggesting a potential monthly loss of about 20,000 jobs since April [3][2]