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美国经济”体检周”来了!三大数据必看

本周市场前瞻

本周市场将由美国经济数据主导,重点关注ISM制造业、周三的“小非农”与服务业PMI,以评估美国经济增长动能与劳动力市场强度。欧元区与加拿大的就业及零售数据将提供海外经济状况线索。此外,英伟达在AI大会的发言可能对科技股情绪产生重要影响。

美国11月ISM制造业指数

周一美国ISM制造业指数则是衡量美国制造业景气度的关键指标,若跌破50荣枯线,可能引发对经济活力的担忧。

英伟达AI大会发言 & 欧元区失业率

周二的市场焦点分散。英伟达在AI大会上的表态可能影响科技股情绪,而其关于AI泡沫的财务观点值得关注。同日公布的欧元区失业率将反映该地区的劳动力市场健康状况。

美国11月ISM非制造业PMI & ADP就业人数

周三是关键数据日。美国ISM非制造业PMI将展示占美国经济大头的服务业的扩张动能。ADP就业人数作为美国备选的就业市场观测指标,将为美国劳动力市场状况提供重要线索。

欧元区10月零售销售数据

周四的数据是衡量欧元区消费者支出的关键指标。数据结果将影响市场对欧洲央行未来政策路径的预期。

加拿大11月失业率

周五的失业率数据是加拿大央行制定政策的核心依据。此前加拿大制造业销售强劲反弹,经济学家认为央行将暂缓降息。若劳动力市场保持韧性,将削弱降息预期,对加元构成支撑。

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