【今日重点关注的财经数据与事件：2026年7月2日 周四】 ① 14:30 瑞士6月CPI月率 ② 15:00 商务部召开例行新闻发布会 ③ 17:00 欧元区5月失业率 ④ 19:45 美联储戴利出席会议 ⑤ 20:30 美国6月失业率 ⑥ 20:30 美国6月季调后非农就业人口 ⑦ 20:30 美国至6月27日当周初请失业金人数 ⑧ 20:30 美国6月平均每小时工资年率 ⑨ 20:30 美国6月平均每小时工资月率 ⑩ 22:00 美国5月工厂订单月率 ⑪ 22:30 美国至6月26日当周EIA天然气库存 ⑫ 次日01:00 美国至7月3日当周石油钻井总数

Evercore ISI said weak June employment likely reflects a return to normal after prior unexpected strength, and the Fed will remain focused on inflation. Economists there said some market participants view the report as materially lowering the odds of a rate hike this year, but they do not fully agree. Banco Santander analyst Stephen Stanley said inflation readings will determine Fed policy; he expects the June report may only slightly alter officials’ views and that most policymakers still see the labor market as stable. Stanley added financial markets overreacted to the print by cutting odds of another hike this year, which he judged inappropriate.

Tencent Licaitong (current+) 7-day annualized yield ranged 0.7850%–1.0630%. WeChat Wallet Lingqian Tong 7-day annualized yield ranged 0.9750%–1.0070%. Alipay Yu'e Bao 7-day annualized yield ranged 1.0010%–1.0220%.