环球市场动态:美国非农数据再度走弱
citic securities·2025-09-08 04:12

Economic Indicators - The U.S. non-farm employment increased by only 22,000 in August, significantly below the expected 75,000[5] - The unemployment rate rose to 4.3% in August, up from 4.25% in July, aligning with market expectations[5] - Market sentiment indicates a high probability of a 25 basis point rate cut by the Federal Reserve in September, with expectations for additional cuts in October and December[5][32] Market Performance - A-shares rebounded strongly, with the Shanghai Composite Index rising by 1.24% to 3,812 points, and over 4,800 stocks gaining[18] - The Hang Seng Index increased by 1.43% to 25,417.98 points, driven by gains in large tech stocks[11] - U.S. stock indices showed declines, with the Dow Jones falling by 0.48% to 45,400 points and the S&P 500 down by 0.32% to 6,481 points[9] Commodity and Currency Trends - The U.S. dollar index weakened, closing at 97.77, down 0.6%[28] - International gold prices reached a record high, surpassing $3,600 per ounce, closing at $3,624.0, up 1.3%[29] - Oil prices fell over 2%, with U.S. crude oil at $61.87 per barrel, marking the lowest level since May[29] Sector Performance - In the U.S., the energy sector saw a decline of 2.06%, while the real estate sector rose by 0.98% amid rate cut expectations[9] - In Hong Kong, the healthcare sector surged by 4.8%, and the materials sector rose by 4.4%[12] - The technology sector in A-shares led the market with a 3.9% increase, while the financial sector declined by 1.1%[19]

环球市场动态:美国非农数据再度走弱 - Reportify