全球赴美游客3月减少11.6%，北上深一季度外籍游客增四成

Core Insights - A series of unexpected policy changes have disrupted the anticipated strong tourism year in the United States [1] Group 1: U.S. Tourism Decline - The U.S. Department of Commerce reported an 11.6% year-on-year decline in international visitors to the U.S. in March, with a total of 7.1 million visitors in the first three months of 2025, down 3.3% compared to the previous year [2] - In contrast to last year's tourism boom, where international visitors exceeded 72.39 million, growing by 9.1%, forecasts have been revised downwards, predicting a 9.4% decline in international visitors by 2025, resulting in a $9 billion decrease in total spending [3] - Significant declines in visitors from Western Europe and Canada were noted, with decreases of 17.2% and 40% in travel bookings to the U.S., respectively [4][6] Group 2: Global Tourism Trends - While U.S. tourism faces challenges, tourism in China and other Asian countries is experiencing rapid growth, with foreign visitor numbers in Beijing, Shanghai, and Shenzhen increasing by approximately 40% in the first quarter of 2025 [8][9] - The Australian Bureau of Statistics indicated a continued decline in interest among Australian residents for U.S. travel, with a shift towards destinations like New Zealand, Indonesia, Japan, India, and China [8] - China's inbound tourism is recovering significantly, with a reported 61% increase in international visitors in 2024, reaching over 131.9 million, and a notable rise in visitors from Singapore, Malaysia, Thailand, and emerging markets [11][12]