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美国密歇根大学消费者信心指数连续第五个月下降，初值为50.8，为历史第二低点。 15日，沃尔玛首席财务官雷尼（John David Rainey）表示，"任何零售商都有承受的极限"，消费者将从 5月底左右开始看到价格上升，到6月物价上涨会更明显。 他称，价格上涨不仅限于家具、潮品衣物等非必需商品，基本生活必需品的价格也在上涨，例如，香蕉 价格已从每磅50美分提高到54美分。此外，对哥斯达黎加、秘鲁和哥伦比亚等国的关税抬高了牛油果、 咖啡和玫瑰等的商品成本。婴儿推车和汽车座椅等中国制造的商品也都会涨价。 哈佛大学经济学教授弗曼（Jason Furman）说，零售业的利润率低，"这不是沃尔玛在利用全球形势， 而是除了涨价别无选择"。 除沃尔玛外，其他在美运营的公司也宣布了提价计划。 受美国政府关税冲击，沃尔玛等美国零售企业宣布涨价计划，美国总统特朗普却于当地时间17日，在社 交媒体发布帖文称，"沃尔玛应停止再将提价的原因归咎于关税"，而应自行"消化关税"。 在15日的财报电话会上，沃尔玛首席执行官麦克米伦（Doug McMillon）称，鉴于当前的关税规模以及 利润空间微薄，该公司难以承受全部的成本上升压力，涨价 ...

Core Viewpoint - The latest consumer confidence index in the U.S. has dropped to 50.8, marking the lowest level since June 2022 and indicating a growing pessimism about the economy and personal financial situations among consumers [1][3][4]. Group 1: Consumer Confidence Index - The consumer confidence index has decreased for five consecutive months, reflecting a significant decline in consumer sentiment [1][4]. - The index has fallen approximately 30% since January 2025, attributed to the impact of the Trump administration's tariff policies [4][11]. - The current economic conditions index stands at 57.6, down 3.7% month-over-month and 17.2% year-over-year, while the expectations index is at 46.5, down 1.7% month-over-month and 32.4% year-over-year [4]. Group 2: Economic Indicators - The U.S. economy is facing rising inflation and unemployment, with Federal Reserve officials warning of potential economic stagnation [6][12]. - The first quarter of 2025 saw a GDP contraction of 0.3%, marking the first negative growth in three years, which, combined with low consumer confidence, suggests a challenging economic environment [16]. - Retail giants like Walmart are planning to raise prices due to increased costs from tariffs, indicating that consumers may soon experience higher prices [15]. Group 3: Implications of Economic Trends - The combination of high unemployment, rising inflation, and slowing economic growth aligns with the definition of stagflation, a scenario that the U.S. may be approaching [14]. - The Federal Reserve's warnings about inflation volatility and the potential for prolonged supply shocks present significant challenges for the economy and monetary policy [10][12]. - Consumers are advised to increase savings and manage high-interest debt in anticipation of potential economic difficulties, which could further diminish consumer spending and accelerate the decline of the "consumer myth" [18][19].

Group 1 - The consumer confidence index in the U.S. dropped to 50.8 in May, marking the lowest level since June 2022, and has declined for five consecutive months [1] - The index decreased by 2.7% month-over-month and 26.5% year-over-year, falling 30% since January [1] - The current conditions confidence index fell by 3.7% month-over-month and 17.2% year-over-year, while the future conditions confidence index decreased by 1.7% month-over-month and 32.4% year-over-year [1] Group 2 - Consumer inflation expectations for the next year rose to 7.3%, an increase of 0.8 percentage points from April, while the five-year inflation expectation increased to 4.6%, up by 0.2 percentage points [1] - Nearly three-quarters of consumers surveyed mentioned the impact of tariffs on the economy, indicating that uncertainty in trade policies complicates future planning [1] Group 3 - Several publicly traded companies, including Walmart, Ford, and United Airlines, have announced the cancellation or postponement of their earnings forecasts for the remainder of the year due to frequent changes in U.S. government tariff policies [2]

外汇经纪商Monex美国公司交易业务负责人胡安•佩雷兹（Juan Perez）表示，尽管有很多数据，但消息 面在占主导地位。由于贸易领域情况变化很快，未来也没有指引，数据并没有真正反映出人们的焦虑。 截至纽约汇市尾市，1欧元兑换1.1152美元，低于前一交易日的1.1178美元；1英镑兑换1.3278美元，低 于前一交易日的1.3299美元。 1美元兑换145.90日元，高于前一交易日的145.68日元；1美元兑换0.8390瑞士法郎，高于前一交易日的 0.8362瑞士法郎；1美元兑换1.3985加元，高于前一交易日的1.3966加元；1美元兑换9.7871瑞典克朗，高 于前一交易日的9.7397瑞典克朗。 编辑：王春霞 新华财经纽约5月16日电（记者刘亚南）由于美国消费者通胀预期继续走高，16日美元兑一揽子货币全 面走高，美元指数在隔夜市场下跌，当日早间弱势盘整，随后由跌转涨，午后窄幅盘整，尾盘时美元指 数上涨。 衡量美元对六种主要货币的美元指数当天上涨0.21%，在汇市尾市收于101.092。 密歇根大学当日发布的初步调查数据显示，美国消费者5月份信心指数为50.8，低于市场预期的53和4月 份的52.2 ...

自中美经贸高层会谈达成重要共识后，美股市场接连反弹走高。 当地时间5月16日，美股三大股指全线收涨，道琼斯工业指数涨0.78%，标普500指数涨0.7%，纳斯达克指数涨0.52%。本周以来，道琼斯工 业指数涨3.41%，标普500指数涨5.27%，纳斯达克指数涨7.15%。 | 序号 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | | 1 | DJI | 道琼斯工业指数 | 42654.74 | 331.99 | 0.78% | 0.26% | | 2 | IXIC | 纳斯达克指数 | 19211.10 | 98.78 | 0.52% | -0.52% | | 3 | SPX | 标普500 | 5958.38 | 41.45 | 0.70% | 1.30% | 欧洲股市方面，欧洲三大股指收盘全线上涨，德国DAX指数涨0.3%，法国CAC40指数涨0.42%，英国富时100指数涨0.59%。本周以来，德 国DAX指数涨1.14%，法国CAC40指数涨1.85%，英国富时100指数涨1.52%。 | ...

自中美经贸高层会谈达成重要共识后，美股市场接连反弹走高。 当地时间5月16日，美股三大股指全线收涨，道琼斯工业指数涨0.78%，标普500指数涨0.7%，纳斯达克指数涨0.52%。本周以来，道琼斯工业指数涨 3.41%，标普500指数涨5.27%，纳斯达克指数涨7.15%。 | 序号 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | | 1 | DJI | 道琼斯工业指数 | 42654.74 | 331.99 | 0.78% | 0.26% | | 2 | IXIC | 纳斯达克指数 | 19211.10 | 98.78 | 0.52% | -0.52% | | 3 | SPX | 标普500 | 5958.38 | 41.45 | 0.70% | 1.30% | 欧洲股市方面，欧洲三大股指收盘全线上涨，德国DAX指数涨0.3%，法国CAC40指数涨0.42%，英国富时100指数涨0.59%。本周以来，德国DAX指 数涨1.14%，法国CAC40指数涨1.85%，英国富时100指数涨1.52%。 | ...

在通胀预期方面，消费者预期未来一年价格将以7.3%的年增速上涨，为1981年以来最高水平；而对未 来5至10年的年均通胀预期也上升至4.6%，创1991年以来新高。 此次调查是在4月22日至5月13日期间进行的，恰逢中美达成临时协议，同意在贸易谈判期间暂时互相减 少部分关税。然而，即便如此，密歇根大学消费者调查主管Joanne Hsu指出："临时的暂停并不足以让 消费者相信贸易政策已趋于稳定，从而放心地进行长期消费或投资规划。" 数据显示，接近四分之三的受访者自发提及关税问题，显示贸易政策持续成为消费者经济预期的关键影 响因素。这一担忧跨越党派界线，甚至有大量共和党支持者也表达了类似的忧虑。 智通财经APP获悉，美国密歇根大学公布的最新数据显示，美国5月消费者信心指数意外下滑至50.8， 不仅低于4月的52.2，也创下历史第二低水平，仅高于2022年6月创下的最低纪录。这一结果低于外媒对 经济学家调查中几乎所有的预期值，凸显出民众对经济前景的悲观情绪。 尽管消费者对物价上涨的忧虑加剧，近期通胀数据却呈现出放缓迹象。美国政府公布的数据显示，4月 份扣除食品和能源后的核心消费者价格指数连续第三个月涨幅低于预期，表 ...

Core Viewpoint - The consumer confidence index in the U.S. for May is reported at 50.8, marking a decline for the fifth consecutive month and is near the second lowest value recorded in history [1] Group 1: Consumer Confidence Index - The initial value of the consumer confidence index for May is 50.8, down from the final value of 52.2 in April [1] - This decline indicates ongoing concerns about economic conditions, as the index has been decreasing for five months in a row [1] - The current index is close to the historical low of 50 reached in June 2022, which was influenced by soaring inflation and heightened recession fears [1]

大型科技股多数上涨，特斯拉涨超2%，奈飞、谷歌涨超1%，微软、英伟达、亚马逊、英特尔小幅上涨；苹果、Meta小幅下跌。CoreWeave收涨22%。联合 健康（UNH）涨超6%，结束此前连续八个交易日下挫的趋势。 热门中概股多数上涨，纳斯达克中国金龙指数收涨0.52%，本周累计上涨4.56%。 软云科技涨29.36%，小牛电动涨12%，哔哩哔哩涨近7%，蔚来涨近3%，网易、京东跌超2%。 | 全部 24H最热 中概股 | | · · · 热点美股 上市 | | | --- | --- | --- | --- | | | 今日放量 | | | | 名称代码 | 最新 ⇒ | 涨幅 = | 涨跌 ⇒▶ | | 软云科技 | 10.090 | 29.36% | 2.290 | | US RYET | | | | | 亿珑能源 | 6.900 | 23.21% | 1.300 | | us ELPW | | | | | 天美生物 | 0.064 | 23.08% | 0.012 | | us BON | | | | | 数海信息 | 2.690 | 20.09% | 0.450 | | us DTSS | | | | ...