美国劳工统计局周三公布报告显示，美国7月职位空缺降至10个月低点，也是自疫情以来较为罕见的读数，显示企业招聘需求逐步减弱。 裁员人数也小幅上升，达到去年9月以来的最高水平，其中建筑业解雇人数增加。失业人员找到新工作的时间延长。 美国7月JOLTS职位空缺718.1万人，创2024年9月以来的最低，不及预期的738.2万人，前值从743.7万人下修至736万。 7月JOLTS空缺是自2020年底以来第 二次低于720万的水平。也就是说，除了去年的短暂下降外，上次出现7月这样的职位空缺水平是在疫情导致美国经济和劳动力市场剧变的时候。 自2022年3月创下1218万人的纪录以来，由于美联储大幅加息导致需求放缓，JOLTS职位空缺在相当长的时间里大体呈现下降的态势。此后伴随着美联储降 息，JOLTS数据断续出现反弹。总的来说，JOLTS职位空缺数据波动较大，每月可能会出现高达50万个的变动。 经济学家更倾向于从整体趋势看待JOLTS报告，过去一年多职位空缺大致稳定在700万至800万之间。 分行业来看，7月职位减少主要集中在医疗保健、零售业以及休闲与酒店业。其中， 今年以来就业增长的重要驱动力——医疗保健行业的职位空 ...

每经AI快讯，9月3日，零售板块反复活跃，国光连锁涨停，欧亚集团、茂业商业、永辉超市、华联股 份、轻纺城跟涨。 （文章来源：每日经济新闻） ...

研究员： 于军礼 从业资格： F0247894 交易咨询资格：Z0000112 联系方式：yujunli@greendh.com 早盘提示 Morning session notice 更多精彩内容请关注格林大华期货官方微信 格林大华期货研究院 证监许可【2011】1288 号 2025 年 9 月 3 日 星期三 本报告中的信息均源于公开资料，格林大华期货研究院对信息的准确性及完备性不作任何保 证，也不保证所包含的信息和建议不会发生任何变更。我们力求报告内容的客观、公正，但 文中的观点、结论和建议仅供参考，报告中的信息和意见并不构成所述期货合约的买卖出价 和征价，投资者据此作出的任何投资决策与本公司和作者无关，格林大华期货有限公司不承 担因根据本报告操作而导致的损失，敬请投资者注意可能存在的交易风险。本报告版权仅为 格林大华期货研究院所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制发布， 如引用、转载、刊发，须注明出处为格林大华期货有限公司。 | 板块 | 品种 | 多（空） | 推荐理由 | | --- | --- | --- | --- | | | | | 【行情复盘】 周二成长类指数调整幅度 ...

2025.09. 02 本文字数：1948，阅读时长大约3分钟 作者 | 第一财经 樊志菁 历史数据显示，9月是美国市场表现最动荡的月份，而今年投资者可能将迎来美联储重启降息、特朗 普干预美联储独立性风险等多重不确定性考验，这也让回归历史高位的美股三大股指能否延续强势充 满了悬念。 当地时间9月1日（周一），受美国劳动节假期影响，美股休市一日。 最动荡月份 市场分析认为，随着机构投资者调整仓位、散户买入放缓、波动率上升以及企业回购进入静默期，美 股走势往往会在三季度末表现格外低迷。 美国银行分析师西雅那（Paul Ciana）汇总数据后发现，自1927年以来标普500指数在9月下跌概率 高达56%，平均跌幅为1.17%。如果把时间范围进一步缩小到近10年，数据表现更加惨淡，平均跌 幅为1.93%，值得一提的是，在总统任期的首年，该基准指数在9月下跌概率达到了58%，平均跌幅 为1.62%。 标普500指数9月历史走势（来源：美银全球研究） 估值可能是现阶段的重要风险之一，标普500指数远期市盈率已经达到22倍，接近互联网泡沫末期的 水平。一些业内人士担心，当养老基金和共同基金在季度末（9月底）进行投资组合再平 ...

证券代码：601933 证券简称：永辉超市 公告编号：2025-048 永辉超市股份有限公司 第六届董事会第六次会议决议公告 本公司及董事会全体成员保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、董事会会议召开情况 永辉超市股份有限公司（下称"公司"）第六届董事会第六次会议于 2025 年 际参与表决 9 人。本次会议符合《公司法》《公司章程》的规定。 二、董事会会议审议情况 本次会议采用记名投票方式，审议并通过了如下议案： （一）审议通过《关于调整公司 2025 年度向特定对象发行 A 股股票方案的 议案》 单位：万元 | 序号 | 项目名称 投资总金额 募集资金投资金额 | | --- | --- | | | 合计 637,607.99 399,207.99 | | | 在本次发行募集资金到位前，公司可根据募集资金投资项目的实际情况，以 | 自有或自筹资金先行投入，并在募集资金到位后按照相关法律、法规规定的程序 予以置换。 本次发行募集资金到位后，若扣除发行费用后的实际募集资金净额少于拟投 入募集资金总额，在本次发行募集资金投资项目范围内， ...

今年7月零售业网上销售价值的临时估计为26亿港元，较去年同期上升13.2%。 中新社香港9月1日电 (记者魏华都)香港特区政府统计处1日公布，2025年7月香港零售业总销货价值临时 估计为297亿港元，较去年同期上升1.8%。 按零售商主要类别的销货价值临时估计分析，与去年比较，今年7月超级市场货品的销货价值上升 0.2%，其次为其他未分类消费品上升9.8%，珠宝首饰、钟表及名贵礼物上升9.4%；食品、酒类饮品及 烟草的销货价值则减少3.1%。 与去年同期比较，今年前7个月合计的零售业总销货价值的临时估计减少2.6%。 大新金融集团首席经济及策略师温嘉炜表示，香港持续举行多项大型活动，加上港股近期回升，短线或 有助提振消费气氛。 香港特区政府发言人表示，7月零售业表现继续靠稳。展望未来，香港消费气氛可望保持平稳。特区政 府积极推动旅游业和盛事项目，也会有利零售业务。(完) （文章来源：中国新闻网） ...

证券日报网讯 9月1日晚间，王府井（600859）发布公告称，公司计划于2025年9月11日举行2025年半年 度业绩说明会。 ...

（文章来源：证券日报） 证券日报网讯武商集团9月1日在互动平台回答投资者提问时表示，武商梦时代积极探索"商文旅体"融合 发展，项目定位为"吃喝玩乐游购娱"一站式商业综合体，首创全国最大空中动力乐园WS梦乐园、华中 首家城市中心室内滑雪场WS热雪奇迹等创新业态，已成为武汉商业的新地标。近期，积极打造多业态 自营矩阵，自营四大品牌体系实现"多点开花"。南昌武商MALL目前正处于市场培育期，南昌武商 MALL通过深化品牌战略、聚焦"重奢+首店"双引擎，持续构建"高端零售场景"成城市新地标，推动文 商旅融合，提升商贸水平，为南昌打造核心区添动力。报告期内，两大项目营收及客流量同比均为增 长。 ...

Group 1 - The total retail sales value in July 2025 is estimated at HKD 29.7 billion, representing a year-on-year increase of 1.8% compared to July 2024 [1] - The total retail sales value for June 2025 was revised to show a 0.7% increase compared to June 2024 [1] - The total retail sales value for the first seven months of 2025 is estimated to have decreased by 2.6% compared to the same period in 2024 [1] Group 2 - Online sales accounted for 8.7% of the total retail sales value in July 2025, with an estimated value of HKD 2.6 billion, up 13.2% from July 2024 [1] - The online sales value for June 2025 was revised to show a 13.1% increase compared to June 2024 [1] - The total online sales value for the first seven months of 2025 is estimated to have increased by 2.1% compared to the same period in 2024 [1] Group 3 - The estimated total retail sales quantity in July 2025 increased by 1.0% year-on-year, while the revised estimate for June 2025 showed a decrease of 0.3% compared to June 2024 [1] - The total retail sales quantity for the first seven months of 2025 is estimated to have decreased by 4.0% compared to the same period in 2024 [1] Group 4 - In July 2025, the sales value of supermarkets increased by 0.2%, while other unclassified consumer goods saw a rise of 9.8% [2] - Jewelry, watches, and luxury gifts sales value increased by 9.4%, and clothing sales rose by 1.3% [2] - Conversely, the sales value of food, alcoholic beverages, and tobacco decreased by 3.1%, with automotive parts seeing a decline of 12.4% [2] Group 5 - The seasonally adjusted total retail sales value for the three months ending July 2025 increased by 2.1% compared to the previous three months [2] - The seasonally adjusted total retail sales quantity for the same period increased by 2.0% [2] Group 6 - A government spokesperson indicated that the retail sector's performance remains stable, with a slight acceleration in the year-on-year growth rate [3] - The local consumption atmosphere is expected to remain steady, supported by government efforts to promote tourism and major events [3]

Group 1 - The first wave of job losses due to AI has begun, with UPS announcing a layoff of 20,000 employees, the largest in its history, attributed to AI optimizing business processes [1] - Meta's CEO Mark Zuckerberg indicated that by next year, potentially half of the development work could be completed by AI, a trend expected to continue [1] - A McKinsey report revealed that while nearly all companies are investing in AI, only 1% of executives believe their companies have achieved mature AI applications, indicating a significant gap in AI implementation [2] Group 2 - Middle management roles are facing significant disruption as AI becomes more integrated into business processes, with companies like Foxconn replacing assembly line workers with robots and AI technologies [2][3] - Retail giants like Amazon and Alibaba are leveraging AI for demand forecasting, inventory management, and personalized marketing, which reduces the need for traditional supervisory roles [2] - Companies are restructuring to reduce middle management layers, as seen with EY, Starbucks, and Cisco, which aim to streamline decision-making and enhance responsiveness [3] Group 3 - The role of middle managers is evolving from controllers to facilitators and coaches, focusing on skill development and technology adoption rather than mere supervision [4] - AI is not expected to eliminate management layers but rather redefine their roles, emphasizing the importance of human qualities such as empathy and creativity in leadership [4][5] - Middle managers are now seen as crucial in bridging the gap between strategy and execution, as well as between human and AI interactions [4] Group 4 - Companies that merely cut middle management may be shortsighted; instead, they should redefine these roles to adapt to the AI landscape [4] - The transition to AI-driven environments requires middle managers to enhance their emotional intelligence and understanding of human dynamics, which AI cannot replicate [4][5] - The successful transformation of middle management is essential for companies to fully realize the potential of AI technologies [5] Group 5 - AI is significantly reducing the labor costs associated with daily operational decisions, compressing the decision-making power of middle managers [5] - However, AI cannot address emotional and interpersonal issues faced by frontline employees, necessitating a more human-centric role for remaining middle managers [5] - The shift towards AI is creating both challenges and opportunities for middle managers, who must adapt to become "digitally empowered leaders" [5][6] Group 6 - The rapid advancement of AI technology presents a pivotal moment for middle managers, who must embrace change to remain relevant in their roles [6] - Companies are exploring how AI can accurately influence their operations, indicating that the impact of AI is just beginning [21] - The integration of AI tools is expected to enhance efficiency but requires ongoing adaptation and learning from middle managers [15][16]