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原文发表于美国时间2025-4-16

美国3月零售销售额的增速创两年多来最快，显示出美国消费者对特朗普总统增加关税的情况下，预期政策会导致价格上涨之前加快了支出。

根据美国人口普查局的预估，2025年3月零售和食品服务销售额增至7349亿美元，按月环比增长了1.4%。这比2月的按月环比0.2%的增幅大幅增加，并超过了经济学家们1.3%的预期增幅。

美国3月零售销售额按年同比增长4.6%，为2023年2月以来最强劲的年度增长，较上月3.1%的增幅显著增加。

月度零售销售额增长的最大贡献板块是汽车和零部件销售部门，销售额增长了5.3%。紧随其后的是建筑材料和园艺设备商店，销售额增长了3.2%，而餐饮服务和饮料店则增长了1.8%。

并非所有细分市场都实现了增长。加油站销售额下降了2.5%，而百货商店销售额则小幅下降了0.3%。

不包括汽油和汽车在内的3月零售销售额增长了0.8%，与2月的修正值持平。

市场反应

受针对英伟达公司和其他半导体公司的芯片的新出口限制措施拖累，美国股指期货周三盘前交易中大幅下跌。

截至美国东部时间上午8:40，标普500指数期货下跌0.8%，纳斯达克100指数期货合约下跌1.5%，反映出投资者对不断升级的科技贸易紧张局势的担忧。

英伟达股价盘前暴跌6.5%，超微半导体公司也下跌了7%。

雪上加霜的是，荷兰半导体巨头阿斯麦控股公司公布的第一季度营收低于预期，导致其股价在欧洲交易时段下跌了4.5%。

在避险情绪的推动下，黄金延续了历史性涨势。金价飙升逾2%，达到每盎司3320美元，黄金价格今年迄今的涨幅已达23%，投资者们继续寻求避险资产。

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这篇文章已被翻译成中文。原英文作者Benzinga。如英文版本和中文版本之间有任何不一致，以英文版本为准。该文章中的分析仅为提供信息，不是也不应该被视为推销或招揽购买任何证券。文章中讨论的一般市场活动、行业或领域趋势、或其它基于广泛的经济或政治条件的内容，不应被解释为研究结果或投资建议。讨论中提及包括的特定证券、商品、货币、或其它产品均不构成IB推荐购买，出售或持有此类投资的建议。本材料不是也不意图针对个别客户的特定财务条件、投资目标或要求。在根据本材料采取行动之前，您应该考虑是否适合您的具体情况，并在必要时寻求专业建议。

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