非农报告之外的美国就业市场观察
Huachuang Securities·2025-12-08 13:01

Group 1: Employment Trends and AI Impact - The U.S. labor market is experiencing a chronic weakening trend, with job vacancies declining and new employment numbers decreasing[3] - The Federal Reserve is closely monitoring the "dual effect" of AI, which may boost economic output while potentially suppressing employment[4] - Current academic research shows no consensus on AI's net impact on employment, with some studies indicating job displacement and others suggesting job creation[5] Group 2: Employment Indicators - The ADP employment report indicates a downward trend in new jobs, with figures of 24,000, 3,000, and -4,000 for September, October, and November respectively[8] - Revelio Labs reports a decline in new employment numbers, with figures of 38,000, -15,000, and -90,000 for the same months[8] - The Challenger report shows a rise in announced layoffs, with November's figure at 93,000, up from 98,000 in October[9]

非农报告之外的美国就业市场观察 - Reportify