小蚁币/泰达币 (NEOUSDT) 加自选

2025年10月，英国零售额同比增长1.5%，从9月的2%降至五个月来的最低水平，因为消费者在黑色星期五和潜在的预算税上调之前推迟了购买。随着家庭开始为假期储蓄，食品销售增长从4.3%放缓至3.5%，而在温和的天气和11月28日黑色星期五折扣的预期下，非食品销售仅微涨0.1%。英国零售商协会首席执行官海伦·迪金森表示，零售商正依靠黑色星期五来获得关键的提振，并警告称，迫在眉睫的财政决策可能会抑制本已脆弱的消费者情绪。她指出，许多购物者推迟购买玩具、电子产品和服装，直到交易和更冷的天气到来，尽管家具和家居用品在人们为节日聚会做准备时表现更好。

UK retail sales rose 1.5% year-on-year on a like-for-like basis in October 2025, easing from 2% in September to the weakest pace in five months as consumers delayed purchases ahead of Black Friday and potential budget tax hikes. Food sales growth slowed to 3.5% from 4.3% as households began saving for the holidays, while non-food sales inched up just 0.1% amid mild weather and anticipation of Black Friday discounts on November 28. Helen Dickinson, BRC chief executive, said retailers are relying on Black Friday for a crucial boost, warning that looming fiscal decisions could dampen already fragile consumer sentiment. She noted that many shoppers postponed buying toys, electronics, and clothing until deals and colder weather arrive, though furniture and homeware performed better as people prepared for festive gatherings.

澳大利亚西太平洋银行墨尔本研究所消费者信心指数在2025年11月飙升12.8%，至103.8，这是自2022年2月以来首次超过100大关。除2020年和2021年的新冠疫情中断外，最新数据是七年来最积极的结果，因为经济复苏和外部风险缓解的迹象更加明显。

Australia’s Westpac-Melbourne Institute Consumer Sentiment Index surged 12.8% mom in November 2025 to 103.8, the first time above the 100 mark since February 2022. Excluding the COVID disruptions in 2020 and 2021, the latest reading was the most positive result in seven years amid clearer signs of economic recovery and easing external risks.

周二，华尔街开盘后，美国股指期货几乎没有变化，因对美国政府关门可能很快结束的乐观情绪而大幅上涨。在周一的常规交易中，道琼斯指数上涨0.81%，标准普尔500指数上涨1.54%，纳斯达克综合指数上涨2.27%。与人工智能相关的科技公司领涨，Nvidia（5.8%）、Palantir（8.8%）、AMD（4.5%）和Micron（6.5%）是最大的赢家，因为dip买家介入。参议院提出了一项程序性措施，使一项结束40天停工的拨款法案更接近批准，有八名民主党人支持该法案，尽管该法案仍在等待众议院投票。在盘后交易中，派拉蒙Skydance在宣布其流媒体服务Paramount+的新裁员和涨价后上涨了5%以上。由于强劲的季度业绩，Rocket Lab和RealReal也分别上涨了7%和16%。

US stock futures were little changed on Tuesday after Wall Street opened the week with solid gains, fueled by optimism that the US government shutdown may soon end. In regular trading on Monday, the Dow rose 0.81%, the S&P 500 climbed 1.54% and the Nasdaq Composite rallied 2.27%. Technology names tied to artificial intelligence led the rally with Nvidia (5.8%), Palantir (8.8%), AMD (4.5%), and Micron (6.5%) among the biggest gainers as dip buyers stepped in. The Senate advanced a procedural measure bringing a funding bill to end the 40-day shutdown closer to approval, with eight Democrats breaking ranks to support it, though the bill still awaits a House vote. In after-hours trading, Paramount Skydance gained over 5% after announcing new layoffs and price hikes for its streaming service Paramount+. Rocket Lab and RealReal also rallied 7% and 16%, respectively, on strong quarterly results.

日本经济大臣葵一表示，日元疲软正在推高物价和进口成本。日本经济大臣Kiuchi表示，政府越来越意识到通货膨胀加剧正在侵蚀家庭购买力，并指出日元疲软继续推高进口成本和消费者价格。

Japan economy minister Kuichi says the weak yen is pushing up prices, higher import costs.Japan's Economy Minister Kiuchi said the government is increasingly aware that elevated inflation is eroding household purchasing power, noting that the weak yen continues to push up import costs and consumer prices.