节点:下游(终端消费/应用)位置:下游情绪:中性参考度:2/10


美国密歇根大学近期消费者信心指数跌至历史低位,主要受伊朗冲突引发的通胀担忧驱动。4月初步消费者信心指数从3月的53.3大幅下滑至47.6,低于市场普遍预期的51.5,调查覆盖3月24日至4月7日,结果几乎超出所有经济学家预测区间(仅略高于其中一项)。

通胀预期方面,消费者对未来一年价格涨幅预期从3月的3.8%跃升至4.8%,创特朗普宣布全面关税以来最大单月涨幅,高于市场预期的4.2%;未来5-10年通胀预期为3.4%,与预期持平且略高于上月的3.2%。

当前美国汽油价格已突破每加仑4美元,创2022年以来新高,可能促使消费者压缩可自由支配支出。在就业前景趋紧、居民已对高生活成本焦虑的背景下,购买力下降或拖累经济增ɕ..

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