【美股异动 | 塔吉特(TGT.US)涨逾3% 巴克莱:预计美国零售业将从7月开始全面提价】智通财经APP获悉,周四,塔

智通财经
Jul 10, 2025
【美股异动 | 塔吉特(TGT.US)涨逾3% 巴克莱:预计美国零售业将从7月开始全面提价】智通财经APP获悉,周四,塔吉特(TGT.US)涨逾3%,报105.95美元。巴克莱援引NLP分析和一线市场情报称,美国零售商将从7月初开始大规模涨价,重点聚焦返校购物季。报告指出,承担30%更高关税的货物将在6月底或7月初到达美国港口,并在7月底的返校季节开始进入商店,因此更广泛的关税相关涨价效应将从6月至7月开始显现。这将推动通胀在今年下半年回升。巴克莱表示,尽管5月CPI数据表现温和,但关税导致的价格传导效应即将显现,预计核心CPI将因关税升至3.6%。

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