预算收紧却消费不减！美国假日季零售销售额同比增长4%

智通财经2025-12-23

智通财经APP获悉，根据Visa(V.US)与万事达(MA.US)周二发布的初步数据，在今年假日季期间，尽管美国民众面临预算收紧的压力，但更换电子产品、添置新衣的消费需求依然旺盛，这推动了美国零售商销售额同比增长约4%。Visa首席经济学家Wayne Best在声明中指出，消费者的购物决策更趋理性审慎，不少人借助AI工具搜索商品、比价选品，从而最大化利用可支配预算。万事达经济研究所首席经济学家...

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href=http://www.zhitongcaijing.com/content/detail/1385138.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，根据Visa(V.US)与万事达(MA.US)周二发布的初步数据，在今年假日季期间，尽管美国民众面临预算收紧的压力，但更换电子产品、添置新衣的消费需求依然旺盛，这推动了美国零售商销售额同比增长约4%。Visa首席经济学家Wayne Best在声明中指出，消费者的购物决策更趋理性审慎，不少人借助AI工具搜索商品、比价选品，从而最大化利用可支配预算。万事达经济研究所首席经济学家...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1385138.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1145028129.USD","symbol_name":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) 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U.S. holiday season retail sales up 4% year-over-year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"V":0.8,"MA":0.9},"content_text":"智通财经APP获悉，根据Visa(V.US)与万事达(MA.US)周二发布的初步数据，在今年假日季期间，尽管美国民众面临预算收紧的压力，但更换电子产品、添置新衣的消费需求依然旺盛，这推动了美国零售商销售额同比增长约4%。Visa首席经济学家Wayne Best在声明中指出，消费者的购物决策更趋理性审慎，不少人借助AI工具搜索商品、比价选品，从而最大化利用可支配预算。万事达经济研究所首席经济学家Michelle Meyer补充称，消费者普遍提前开启假日采购，并积极借助各类促销活动，以实现最优性价比购物。值得关注的是，零售商早早推出促销活动以锁定销量;而两大支付巨头基于旗下网络数十亿笔交易得出的数据则表明，消费韧性持续延续至12月。具体数据方面，Visa统计的11月1日至12月21日美国零售销售额(不含汽车、汽油及餐饮消费)同比增长4.2%，略低于其10月预测的完整两个月4.6%增幅。万事达的数据统计范畴涵盖零售及餐饮门店，同期销售额同比上涨3.9%，超此前3.6%的增长预期。需要说明的是，两家机构公布的数据均未根据通胀进行调整。两家公司均提到，提前开启的促销活动以及居家购物的便捷性，共同推动了线上销售额增速反超线下实体店。不过Visa同时指出，线下门店仍占据消费主导地位，交易占比达73%，线上交易占比则为27%。从品类来看，消费增长由电子产品引领。Visa数据显示，电视、智能手机等电子产品销售额同比增长5.8%，紧随其后的是服装配饰品类，同比增幅达5.3%。万事达则表示，季节性促销活动及寒潮天气刺激了民众添置新衣的需求，珠宝首饰品类今年也收获了更多消费者的青睐。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2593904634","isCrawlerRequest":true}