美国9月零售销售额环比增长0.8% 好于市场预期

美国商务部10月15日公布的数据显示，9月零售销售额环比增长0.8%，同比增长6.3%，好于市场预期1。这一增长主要由加油站销售额拉动，该板块环比增长6.4%1。与此同时，美国汽车协会数据显示全美普通汽油平均价格已增至每加仑4.33美元1，油价上涨成为推升零售销售的关键因素。

剔除汽车及零部件和加油站销售额后，9月零售销售额环比仅增长0.2%，增速明显放缓1。其中线上销售额增长0.3%，餐饮销售额增长1.1%，家具和家居类产品销售额增长1.3%1。经济学家认为消费者在油价高企情况下仍保持强劲消费，但随着物价上涨影响加重，消费势头预计会有所减弱1。

U.S. retail sales grew 0.8% month-over-month in September, surpassing market forecasts, according to data released by the Commerce Department on October 15.1 Year-over-year, sales increased 6.3%.1 However, the monthly pace has decelerated compared to August's 1.3% growth.1

The stronger-than-expected result was driven largely by a 6.4% surge in gas station sales, a gain primarily attributable to rising oil prices.1 According to the American Automobile Association, the national average price for regular gasoline reached $4.33 per gallon as of October 15,1 up significantly from below $3 per gallon prior to Middle East tensions.1 Excluding automotive and fuel sales, retail sales edged up just 0.2% month-over-month, indicating that underlying consumer momentum may be more subdued.1 Online sales increased 0.3%, while food service sales grew 1.1% and furniture and home furnishings sales rose 1.3%.1

Economists view the resilience in consumer spending amid elevated gasoline prices as a sign of robust demand, though they anticipate consumption growth will likely weaken as inflation pressures intensify.1