美国经济-三季度 GDP：消费强劲；AI 支出延续；贸易额外提振增长-US Economics-3Q GDP Strong consumption; AI spend continues; an extra boost from trade
2025-12-24 02:32
December 23, 2025 03:06 PM GMT US Economics | North America 3Q GDP: Strong consumption; AI spend continues; an extra boost from trade Real GDP rose 4.3% q/q a.r. in 3Q, well above our 3.0% tracking and consensus 3.3%. Consumption, +3.5% (est 2.7%) accounted for about ⅓ of the upside.. Net exports (+1.6 pct pt contribution) have been volatile this year and added the rest. AI again accounted for almost all of the capex increase. Key Takeaways M Idea Morgan Stanley & Co. LLC Michael T Gapen Chief US Economist ...