评9月美国非农数据：发生了什么，还是什么也没发生？

I 10 9 2023 9 20111290 2% 1 Z0017101 1.9..............................................................................................1 1.1.............................................................................................1 1.2.............................................................................................5 2............................................................................................................7 1.1.1 9 ...............................................1 1.1.2 9 2 1.1.3 Markit ISM PMI %............................................2 1.1.4 2023 9 Markit ISM PMI%2 1.1.5 2023 9 U6 0.1% 7%.........3 1.1.6 9 0.2% ..............................................4 1.1.7 8 3 ..............................5 1.2.1 ...........................................................................................5 1.2.2 /........................................................................6 1.9 1.1 10620:309 933.61720231 878422.77 7.923.679 68 1.1.1 9 910 1200.00 1000.00 800.00 600.00 400.00 200.00 0.00 -200.00 : : -400.00 : : 3MMA iFinD 9 9ISMMarkit 9 PMI PMI 9MarkitISM PMI 8 0.4%0.9%50.153.6 9 1.1.2 9 120.00 100.00 80.00 60.00 40.00 20.00 0.00 -20.00 -40.00 2023-072023-082023-09 iFinD 1.1.3 % MarkitISM PMI 1.1.4 PMI 20239 Markit % ISM 80.08.0 70.06.0 60.0 50.0 40.0 30.0 20.0 4.0 2.0 0.0 -2.0 -4.0 2018-11 2019-04 2019-09 2020-02 2020-07 2020-12 2021-05 2021-10 2022-03 2022-08 2023-01 2023-06 -6.0 :ISM: PMI :Markit: PMI :Markit: PMI 50 :ISM: PMI datayesdatayes 9 0.2% 93.8% 0.1% U6 0.1%7% 9 0.2% 2019 55 55 9 4.2% 4.3% 4.3% 0.2% 20217 0.3% 0.2% 8 3 7 1.1.520239 U6 0.1%7% 9,7.00 8.00 7.00 6.00 5.00 4.00 3.00 2.00 1.00 0.00 U1 U2U3U4U5U6987 62.8% iFinD 1.1.69 0.2% datayes 9 1.1.7 8 8.00 7.00 6.00 5.00 4.00 3.00 2.00 1.00 0.00 iFinD 1.2 9 2 1.2.1 Bloomberg 2009-04 2009-11 2010-06 2011-01 3 2011-08 : : 2012-03 2012-10 USDCNH 2013-05 2013-12 2014-07 2015-02 2015-09 2016-04 2016-11 :3 :12 2017-06 2018-01 10 2018-08 2019-03 : 2019-10 : 10 2020-05 I2023 202 2020-12 2021-07 2022-02 10 2022-09 9 5 2023-04 1.2.2 / Bloomberg 2. 9 9 ADP 0.2% 2% 1 9I2023109 / 136 310008 4008888910 www.nanhua.net 603093