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三分之二的消费者预计未来一年美国失业率将上升,创2009年以来最高……点击查看...

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2025-03-28 14:43:38

三分之二美国消费者悲观预测:2023年失业率或创14年新高(2009年以来最高水平)



最新消费者情绪调查显示,66.6%的美国民众预期未来12个月国内失业率将持续攀升,这一比例已达到2008年金融危机以来的最高警戒值。该数据较上月骤增8个百分点,反映出在美联储持续加息、科技行业大规模裁员等多重因素影响下,美国就业市场正面临严峻考验。





【投资者影响分析】

1. 股市波动预警:消费预期恶化可能压制零售、服务业板块表现

2. 债市机遇:避险情绪升温或推高国债需求

3. 美联储政策博弈:就业数据将成为加息决策关键变量

4. 防御性资产配置:必需消费品/医疗板块关注度提升

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