| United States | South | Singapore | Malaysia | | | Mexico | | --- | --- | --- | --- | --- | --- | --- | | 日本对美出口占比最高 | Korea 1 0% | 3.0% | 2.1% | 2.0% | 1.9% | 1.9% | | | | Germany | | | Canada | | | | | 2.6% | | | | | | | Hong ... | India | 1.7% | 1796 | 17% | 15% | | | | 2.6% | France | | | | | China | 5.4% | Vietnam | | | | | | | Thailand | 2.6% | | | | | | 9% | | Australia | 1 4 3 3 13 9 | | | | | | 4.0% | 2.4% | 088% | | | | | | Countriae Continante | | | | | | ▲ATFX图 ▲ATFX图 本周五20:30，美国劳工部劳动统计局将公布4月非 ...

智通财经APP获悉，过去一周，随着特朗普的讲话缓解了投资者对中美贸易战升级及美联储独立性受损的担忧，美 股迎来强势反弹。标普500指数周涨幅达4.5%，道琼斯工业平均指数上涨2.5%，而以科技股为主的纳斯达克综合指 数表现尤为亮眼，累计攀升6.6%。 在主要股指基本收复4月2日关税声明发布前的失地后，市场将迎来经济数据与企业财报密集发布的一周。 经济数据方面，在北京时间周五20:30公布4月非农就业报告前，一季度通胀数据与GDP增速将成为关注焦点。 企业层面，180家标普500指数成分股将披露季报，其中苹果(AAPL.US)、亚马逊(AMZN.US)、可口可乐(KO.US)、 礼来(LLY.US)、Meta(META.US)、微软(MSFT.US)和雪佛龙(CVX.US)等巨头最受瞩目。 政策转向助推反弹 上周股市大涨源于特朗普政府在两个关键问题上释放缓和信号。 特朗普上周二向记者表示"无意解雇"美联储主席鲍威尔，扭转了此前导致道指单日暴跌近千点的市场预期。在同场 记者会上，他同时暗示将降低对中国商品征收的145%关税，称税率将"大幅下调"。 Fundstrat全球技术战略主管Mark Newton表示："在 ...

图片来源： No Priors Z Highlights Brendan Foody 是 Mercor 的联合创始人兼 CEO ，同时也是一位 Thiel Fellowship 奖学金获得者，他正在推动一场关于 " 人才评估与分配 " 的根本性变革。本文 是 No Priors 主持人 Sarah Guo 和 Elad Gil 与 Brendan Foody 的访谈实录。 AI 赋能人才评估的新范式 Brendan Foody： 谢谢你邀请我。我很高兴能来到这里。 Sarah Guo： 最近六个月你们公司发展得特别快，势头惊人。你能简单介绍一下Mercor到底是做什么的吗？ Brendan Foody： 从宏观上来说，我们训练模型来预测一个人能否胜任某项工作，而且比人类判断得更准确。就像人类会审阅简历、面试并决定录用谁一 样，我们用LMS系统自动化了整个过程。 它的效果非常好，以至于所有顶尖AI实验室都在用它来招聘数以千计的工作人员，这些人正是在训练下一代模 型。 Sarah Guo： 那这些实验室现在主要在招聘什么样的技能和职位呢？ Brendan Foody： 实际上，是所有具有经济价值的技能。 因为强化 ...

金十数据4月17日讯，澳大利亚3月份就业数据出现反弹，从上月的一次性暴跌中恢复过来，而失业率略 低于预期，表明劳动力市场仍然健康。澳大利亚统计局周四公布的数据显示，3月净就业人数较2月增加 3.22万人，2月修正后的净就业人数为-5.74万人。这一增幅略低于市场预期的4万人。失业率从4.0%小幅 上升至4.1%，但仍低于4.2%的预期。由于恶劣天气袭击该国部分地区，工作时间连续第二个月下降。 澳大利亚3月就业数据反弹，劳动力市场仍然健康 ...

Core Viewpoint - The Australian labor market is still considered tight, with high labor costs and low productivity [1] Group 1 - The labor market in Australia is characterized as tight, indicating a strong demand for workers [1] - Labor costs are perceived to be excessively high, which may impact business profitability [1] - Productivity levels are reported to be low, suggesting inefficiencies within the workforce [1]

Core Viewpoint - The Federal Reserve, led by Chairman Powell, indicates that there is no immediate need to lower interest rates despite uncertainties stemming from the Trump administration's trade policies. The current economic conditions remain stable, and the Fed will adopt a patient approach while awaiting clearer signals regarding the economic outlook [1][2]. Economic Conditions - Powell emphasizes that the U.S. economy is currently in good shape, with a balanced and robust job market. The Fed's focus is on distinguishing genuine signals from market noise amid economic changes [1][4]. - The February non-farm payroll report showed a job growth of 151,000, slightly below market expectations, and the unemployment rate unexpectedly rose to 4.1%, the highest since November of the previous year [3]. Trade Policy Impact - The uncertainty brought about by the Trump administration's trade policies is acknowledged as a significant factor affecting economic conditions. The Fed is assessing the impact of these trade policy changes, which have heightened economic uncertainty [1][4]. - Powell notes that the rise in tariffs is pushing up prices for certain goods, which could affect inflation expectations. However, long-term inflation expectations remain stable and aligned with the Fed's targets [5]. Inflation and Interest Rates - The Fed is closely monitoring consumer and business inflation expectations, as these can become self-fulfilling. If long-term inflation expectations rise, the Fed may reconsider its stance on interest rate cuts [5]. - Powell suggests that if the tariff impacts are deemed temporary, the Fed may choose to ignore them in its monetary policy decisions [5]. Market Reactions - Following Powell's remarks, U.S. stock indices initially dropped but later rebounded, with the Nasdaq rising over 0.9%. Treasury yields also experienced fluctuations, indicating market volatility in response to the Fed's communication [7].