分组1 - The number of job openings in the U.S. remained unchanged at 7.7 million, exceeding the expected 7.2 million, indicating a stronger labor market than anticipated [2][3][23] - The job openings data is considered volatile and has not normalized since the COVID-19 pandemic, with some reports suggesting the existence of "phantom jobs" that companies do not intend to fill [3][4] - The U.S. leading index reported a decline of 0.3%, which did not significantly impact the employment outlook [3][4] 分组2 - The S&P 500 index rose by approximately 0.2% following the job openings report, reflecting a positive market reaction [4] - The Federal Reserve's upcoming meeting is expected to address the implications of the delayed economic data, with market participants anticipating at least three rate cuts [5][7] - The 10-year Treasury yield is currently around 4.2%, with potential to rise to 4.5%, indicating changing investor sentiment regarding inflation expectations [11][12] 分组3 - Home Depot shares experienced a rise after the company provided optimistic guidance regarding the labor and housing markets, despite initial market reactions to their updated guidance being negative [15][17] - For fiscal year 2025, Home Depot plans to open 12 new stores and anticipates total sales growth between 1.5% and 4.5%, with a more optimistic outlook for 2026 projecting growth of 5% to 6% [16][17] - The adjusted earnings per share guidance aligns with revenue growth expectations, suggesting an increase in foot traffic and larger ticket volumes in the event of a housing market rebound [18]