美国“恐怖数据”超预期反弹！政府停摆、政策动荡也未能冲击消费者？

Group 1 - The core viewpoint of the article highlights the resilience of the U.S. economy in 2025, despite challenges such as Trump's economic policies and government shutdowns, with retail sales in November exceeding expectations due to a rebound in automobile purchases and strong holiday shopping [2] - Retail sales increased by 0.6% in November, with the previous month's data revised down to a decline of 0.1%. Excluding automobiles, sales rose by 0.5% [2] - Ten out of thirteen retail categories recorded growth, including sporting goods, hobby stores, building materials retailers, and clothing stores, indicating broad-based consumer spending [2] Group 2 - The increase in retail sales was also supported by a rise in gasoline station sales, contributing to overall growth [2] - The holiday shopping season typically accelerates in November, with retailers offering promotions and discounts not only on "Black Friday" but also in the preceding days [2] - Despite ongoing concerns about affordability and job prospects, consumers took advantage of discounts, with affluent Americans continuing to support overall consumption [2][3]