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6月非农数据失真美国劳工部上周四公布6月非农就业人口大增480万人,失业率回落2.2%,至11.1%。尽管这份报告整体向好,但就业数据的调查是在6月12日当周进行的,中下旬美国南部多州疫情大规模反弹。在调查后的两至三周,美国仅40个州新增确诊病例呈上升趋势,截至6月30日,美国已有至少16个州暂停或撤回了重新开放的计划,这无疑给经济复苏的前景蒙上了一层阴影,疫情加剧的情况并未完全反映到最新的非农数据中。此外,疫情之下美国多州取消独立日庆祝活动,但部分地区仍坚持举行庆典,数千名群众聚集游行庆祝。美国传染病专家指出庆祝活动或令参与者感染率激增,并令周边医疗系统不堪重负。当地部分民众对“聚集增加感染概率”的警戒掉以轻心,后果可能是减缓当地疫情防控乃至经济复苏进程。

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