美国GDP猛增4.3%，背后撕裂：只有富人在狂欢

Group 1 - The U.S. GDP annualized growth rate reached 4.3% in Q3 2025, marking the fastest growth in two years, but this growth is characterized by structural imbalances and is not a broad-based recovery [1][3] - The primary driver of this GDP growth is consumer spending, which increased by 3.5%, with significant contributions from entertainment, electronics, automotive, international travel, healthcare, and daily necessities [3][4] - The economic landscape is described as a "K-shaped economy," where high-income individuals and large corporations benefit from stock market gains and asset appreciation, while middle and low-income households face rising costs and economic pressures [4][6] Group 2 - The current consumer spending boom is primarily supported by the wealthy, indicating a superficial prosperity rather than healthy, endogenous growth [7][8] - Trump's tariff policies have contributed positively to GDP in the short term but have increased living costs, leading to a decline in his approval ratings despite favorable macroeconomic indicators [8][10] - Large corporations are thriving under current economic conditions, while small businesses struggle with rising costs and declining profits, reflecting a similar K-shaped divergence in the corporate sector [9][10] Group 3 - Inflation has begun to accelerate again, complicating the Federal Reserve's potential for interest rate cuts, with expectations shifting towards a more cautious monetary policy outlook [11][12] - The economic impact of a recent government shutdown is projected to lower Q4 GDP by 1-2 percentage points, with significant irreversible economic losses anticipated [13] - The widening consumption gap between the wealthy and the poor, along with the survival disparity between large and small enterprises, highlights the conflict between short-term policy stimuli and long-term structural issues [14]