美国4月份CPI年增长率降至2.3%，核心通胀稳定在2.8%

Group 1 - The annual growth rate of the Consumer Price Index (CPI) in the U.S. for April was 2.3%, a slight decrease from 2.4% in March, marking the lowest level since February 2021 [1] - Core CPI remained stable at 2.8%, aligning with market expectations, while the month-on-month inflation rate increased by 0.2%, surpassing the previous month's decline of -0.1% [1] - Energy prices fell by 3.7% year-on-year, further widening the decline from March, primarily due to a drop in fuel prices [1][3] Group 2 - The new tariffs have not yet significantly impacted costs in affected industries, with clothing prices decreasing by 0.2% and new car prices remaining stable [3] - Core commodity prices saw a slight increase of 0.1% last month, while service sector inflation continued to ease [3] - The "super core CPI," which excludes housing, dropped to 3.01%, the lowest since December 2021, indicating a potential shift in inflation dynamics [3] Group 3 - Analysts suggest that while tariffs have not led to widespread price increases, this may be a temporary situation, and some cost increases may eventually be passed on to consumers [4] - The lower-than-expected inflation data has provided support for asset prices in financial markets, delaying recession and stagflation risks [4] - Future months' data and developments in trade policy will be crucial in determining the sustainability of current inflation trends [4]