贝莱德：非农对美联储意味着维持现状，宏观叙事已被AI主题主导

Odaily reports that Jeffrey Rosenberg, portfolio manager at BlackRock, stated there is a "trade-off" between strong non-farm payroll data and weak hourly wage growth. From a broader perspective, this report actually signals no major change and remains a "status quo" for the Federal Reserve.

On a more macro level, current macroeconomic data has been "dominated by the AI narrative." "When we look at GDP data and spending, the drivers are no longer primarily consumption but more capital expenditure. And when looking at financial markets, what truly matters is more the impact brought by AI." (Jinshi Data)