🔥🔥🔥🔥The hot topic of discussion on X is also very popular, and user opinions are clearly divided:

Medium to long-term investors: Many believe this is a signal of economic recovery, especially after the Trump administration took office. The government shutdown actually helped to "trim down" bloated departments, and strong private sector employment suggests economic growth in 2026 (focusing on AI and space economy transformation). For example, some mention that the increase in job positions mainly comes from private companies, which is a good sign, and they optimistically predict that the economy won't be bad in 2026.

Short-term investors: The focus is on rising unemployment rates and deteriorating employment structure. There will be a phenomenon of "full-time jobs decreasing and part-time jobs increasing"; one person having multiple jobs increases the number of positions but does not improve people's livelihoods; combined with the 9.1% high inflation left over from the Biden era, short-term pain is unavoidable. Others question the authenticity of the data, claiming that layoffs by large companies contradict official data.

Market impact discussion: Crypto and stock market users are particularly sensitive. Assets like Bitcoin are under short-term pressure (down 27% from their peak), but some see it as a buying opportunity; gold is viewed as a tool to hedge against Federal Reserve policy mistakes. The probability of the Federal Reserve cutting interest rates in December has dropped from nearly 100% to 33-40%, with hawkish rhetoric dominating.

Other voices: Rate cuts are very necessary, but the rising unemployment rate supports easing policies. Overall discussions lean towards rational analysis rather than extreme panic. Overall, this non-farm data "exceeded expectations" is a positive surprise, proving the stability of the U.S. economy, especially as the private sector can still expand in a high-interest-rate environment. This aligns with the policy direction of the Trump administration (such as increasing oil production and deregulation), and may accelerate the transition from high inflation to sustainable growth. The short-term rise in unemployment rate is the cost of transformation, similar to the strong rebounds often seen after 2021.

However, we should not overlook the risks: the "aftereffects" of the government shutdown may amplify data volatility. If the Federal Reserve pauses rate cuts in December due to "hawkish panic," the stock market and crypto market will further adjust (the Nasdaq has already shown significant fluctuations). In the long run, emerging industries like AI will create more high-quality jobs, and the economic outlook for 2026 is optimistic. But investors still need to be cautious of uncertainties: pay attention to Federal Reserve meetings and subsequent data revisions. #美国非农数据超预期