【环球财经】美国就业数据“注水”难提振市场信心

Group 1 - The U.S. stock market indices closed lower on February 11, despite better-than-expected non-farm employment data, indicating a lack of strong market confidence [1] - The U.S. Labor Department reported that 130,000 new non-farm jobs were added in January, surpassing market expectations of 70,000 and the previous month's 50,000 [1] - The annual revision of benchmark data significantly lowered the total number of new non-farm jobs added in 2025 from 584,000 to 181,000, marking the lowest annual job growth in over 20 years [1] Group 2 - Structural issues in the U.S. job market remain prominent, with new job additions concentrated in a few sectors like healthcare, indicating ongoing challenges in the overall employment landscape [2] - Financial services, trade, transportation, and utilities sectors are experiencing job losses, suggesting that the labor market is still under significant stress [2] - The number of long-term unemployed individuals increased by 386,000 compared to the previous year, highlighting that a "full recovery" of the U.S. economy is still a long way off [2] Group 3 - The perceived "inflated" employment data poses new challenges for the Federal Reserve in making monetary policy decisions, with a consensus that the Fed will likely maintain the current benchmark interest rate in March [2] - The probability of the Fed keeping interest rates unchanged in March rose to 94.6%, significantly higher than the previous day's 79.9% [2]