美国12月服务业扩张速度为一年多来最快 新订单大幅增长

Core Insights - The US service sector activity expanded at its fastest pace in over a year in December, driven by robust demand growth and a rebound in hiring [6][7] Group 1: Service Sector Performance - The ISM service index rose by 1.8 points to 54.4, the highest level since October 2024, surpassing all economist forecasts from a Bloomberg survey [7] - New orders recorded the largest increase since September 2024, while the business activity index reached a one-year high [7] - Export orders grew at the fastest rate in over a year [7] Group 2: Employment and Economic Indicators - The rebound in demand led to the strongest growth in service sector employment since February [7] - The upcoming monthly employment report is expected to show moderate growth in non-farm employment for December, with a decrease in the unemployment rate compared to the previous month [7] Group 3: Price and Inventory Trends - The ISM services and materials price index indicated the slowest price increase in nine months [7] - Inventory expanded at the fastest rate since October 2024, although a confidence indicator reflecting inventory levels has declined for the third consecutive month, suggesting fewer service firms believe their inventory is excessive [7] - The supplier delivery index fell by 2.3 from a one-year high [3]