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受戰爭推動汽油收入激增的影響,零售額創下2025年3月以來最大增幅。

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-- 官方數據顯示,受中東衝突推高油價的影響,美國3月零售銷售額較上季成長1.7%,創下自2025年3月以來的最大增幅。這主要得益於加油站消費的激增。 美國人口普查局報告稱,3月零售銷售額較上季成長1.7%,高於前一個月修正後的0.7%,創下自2025年3月以來的最大增幅。彭博社總結的一項調查顯示,市場普遍預期增幅為1.4%。 政府數據顯示,上月加油站銷售額成長約16%,家具和家居用品商店銷售額成長2.2%,其他大多數品類也均實現成長。 傑富瑞首席美國經濟學家托馬斯·西蒙斯在給客戶的報告中表示:“我們預計,由於汽油價格上漲和汽車銷量回升,整體零售銷售額會非常亮眼,但其他品類的強勁增長令人驚訝。目前還沒有證據表明,汽油價格上漲已經促使消費者在其他方面縮減開支。” 自2月底美以與伊朗爆發戰爭以來,能源價格飆升。戰爭期間,霍爾木茲海峽——全球最重要的原油運輸咽喉要道——被迫關閉。 根據追蹤美國燃油價格的旅遊組織AAA的數據顯示,週二美國零售汽油平均價格為每加侖4.022美元,而一年前為每加侖3.153美元。 根據美國有線電視新聞網(CNN)週二援引消息人士報道,目前尚不清楚美國副總統萬斯何時啟程前往巴基斯坦,參加可能舉行的與伊朗的第二輪談判。先前宣布的停火協議的最後期限即將到來。 CNN引述巴基斯坦調解員的話報導,德黑蘭方面尚未確認是否會出席談判。 西蒙斯表示:「我們的基本預期是停火協議不會延長,但停火協議的到期將促使各方迅速採取行動,以持久結束戰鬥,並恢復霍爾木茲海峽的貨物運輸。」 “如果這一預測正確,汽油價格將在今年剩餘時間內逐步走低,從而提振消費支出和整體經濟增長。” 官方數據顯示,3月剔除汽車和汽油相關產品後的零售額成長0.6%,高於華爾街先前預期的0.3%。

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