网络星期一折扣缩水：关税冲击下 游戏硬件涨价挤压美国假日消费

Group 1 - The discounts during this year's Cyber Monday are significantly lower than in previous years, indicating the impact of the Trump administration's tariff policies on U.S. consumer holiday shopping experiences [1] - Major gaming console manufacturers like Sony, Nintendo, and Microsoft have indicated price increases for gaming consoles, yet consumers expected holiday discounts to alleviate the price hikes, which did not materialize [1] - The lack of substantial discounts on older gaming models, which are still sold at original prices, suggests that gaming hardware is facing increased import costs [1] Group 2 - The overall consumer spending during the holiday shopping season is projected to grow by up to 4.2% year-on-year, reaching $1.02 trillion, slightly lower than last year's growth of 4.3% [2] - Consumer confidence in November recorded its largest decline in seven months, primarily due to an unstable job market and a previous government shutdown, leading to reduced shopping enthusiasm [2] - Despite the challenges, Cyber Monday is expected to be the largest online shopping day of the year, with sales projected to reach $14.2 billion, a 6.3% increase year-on-year [2] Group 3 - Toys and electronics, popular gift categories during the holiday season, are heavily reliant on overseas supply chains, particularly from China, making them directly affected by tariffs [3] - Tariffs are pushing up holiday shopping costs, especially for key consumer goods like toys and electronics, impacting middle-income consumers who are forced to reduce spending or seek cheaper alternatives [3]