高盛:美国移民骤降80%重塑就业“盈亏平衡点”,AI成劳动力市场最大变数

华尔街见闻
Feb 19

高盛最新分析指出,美国劳动力市场的基本面正在发生根本性转变。受特朗普政府移民限制政策影响,净移民人数已骤降80%,这一变化正在重新定义维持失业率稳定所需的就业增长水平。该行预计,到今年年底,美国每月仅需新增约5万个就业岗位即可维持失业率不变,远低于当前的7万个。 这一劳动力供给的急剧收缩源于移民政策的全面收紧。此前在拜登政府任内,共有超过1080万非法移民进入美国。进入2025年后,净移民人数已从...

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