金吾财讯 | 中信证券研究指，美国7月就业数据反映出劳动力市场进一步走弱，7月非农数据一定程度缓解了市场的加息担忧。展望未来，预计疗保健行业以及AI投资带动的建筑业等领域的就业增长会继续构成美国就业的韧性支撑，但劳动力供给收缩、人工智能对金融等行业的岗位替代效应、高物价对消费支出的抑制以及高利率环境等因素，预计会降低下半年美国就业增长的中枢水平。
金吾财讯 | 中信证券研究指，美国7月就业数据反映出劳动力市场进一步走弱，7月非农数据一定程度缓解了市场的加息担忧。展望未来，预计疗保健行业以及AI投资带动的建筑业等领域的就业增长会继续构成美国就业的韧性支撑，但劳动力供给收缩、人工智能对金融等行业的岗位替代效应、高物价对消费支出的抑制以及高利率环境等因素，预计会降低下半年美国就业增长的中枢水平。
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