美国关税政策不断加剧自身民生压力（深度观察）

Group 1: Consumer Confidence and Spending - The University of Michigan's survey indicates a decline in the U.S. consumer confidence index, with a preliminary value of 53.3 for December 2025, down from 74 in December 2024 [2] - High prices and declining incomes are causing frustration among consumers, leading to concerns about economic stability [2] - A report from consumer advocacy organizations shows that popular holiday gifts saw an average price increase of 26% compared to the previous year, with home and kitchen goods rising by 38% and electronics by 34% [2] Group 2: Impact of Tariff Policies - Tariff policies are identified as a major factor affecting retail prices and consumer spending, with 45% of surveyed consumers feeling pressured in their holiday shopping plans due to tariffs [4] - The majority of tariff costs (70.5%) are passed on to consumers, with retailers absorbing the remaining 29.5% [4] - The U.S. government's claim that tariff costs will be borne by other countries is contradicted by evidence showing that tariffs are increasing the financial burden on American households [5] Group 3: Consumer Behavior Changes - Many consumers, particularly those from middle and low-income households, are becoming more cautious in their spending, focusing on value for money [3] - Approximately 87% of respondents in a recent poll reported that grocery prices have risen, with about half seeking lower-priced items or postponing large purchases [3] - To cope with rising costs, 40% of families are reducing the number of gifts they buy, and nearly one-third are cutting back on the number of gift recipients [4]