美股消費相關板塊走高 美國8月零售銷售增長0.3%
格隆匯9月15日丨美國8月零售數據顯示美國消費情況正在好轉,包括郵輪股股、博彩股、電子商務股等股的消費相關板塊走高。嘉年華郵輪、皇家加勒比郵輪、金沙集團漲超4%,eBay漲0.6%,塔吉特漲0.4%。美國勞工部報吿稱,8月零售銷售環比增長0.3%,高於市場預期。美國70%的GDP是靠消費拉動的。機構分析稱,零售銷售月率錄得增長,表明隨着美聯儲收緊貨幣政策以對抗頑固的高通脹,美國經濟可能容忍利率上升。8月零售銷售環比增長,顯示出美國消費者在面對高通脹時的韌性。儘管通脹壓力和利率上升導致汽車貸款變得更加昂貴,但零售支出在最近幾個月基本保持彈性。

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