消费品：产品特性：消费品中电动工具、手动工具、割草机以欧美高端消费为主。2025 年6 月美国零售销售环比增速为+0.6%，高于市场预期的+0.1%，前值为-0.9%，有显著回升；6 月核心零售销售（不含汽车和汽油）环比为+0.5%，高于预期的+0.3%，前值由-0.3%修正至-0.2%；分项看，6 月杂货店（+1.8%，读数指消费环比增速）、汽车（+1.2%）、服饰（+0.9%）、建材（+...
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