2026年9月30日 世界协调时13:10 / 路透社
[1/3]2026年1月6日，顾客在美国纽约曼哈顿第五大道行走。路透社/安吉丽娜·卡塔尼斯 授权许可使用
华盛顿9月30日路透电 — 美国经济第二季度以稳健速度增长，得益于强劲的消费者支出以及与人工智能基础设施建设相关的企业投资。
美国商务部经济分析局周三在其对第二季度GDP的第三次预估中表示，国内生产总值按年率计算增长2.2%，较此前预估的1.5%有所上调。路透社调查的经济学家此前曾预计GDP增速不会被修正。
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第一季度经济增速为2.5%，这一数据也从此前公布的2.1%向上修正。
经济分析局对2021年以来的GDP数据进行了修正，以反映最新信息。这些增长数据表明，尽管面临美伊战争带来的逆风，但得益于企业对人工智能的大举投资，以及去年税收法案推出的慷慨退税支撑了消费者支出，经济迄今仍保持韧性。
占经济总量三分之二以上的消费者支出上季度按年率计算增长3.8%，较此前公布的3.4%有所上调。第一季度消费者支出增速为0.7%。
但即便消费者持续消费，家庭预算也因高通胀——尤其是汽油价格上涨——而日益紧张。会议 Board 周二发布的一项调查显示，9月份消费者信心暴跌至近12年半以来的低点。
尽管对通胀感到焦虑，但消费者支出的强劲势头似乎在第三季度持续，这得益于人工智能推动的股市反弹，以及家庭动用储蓄、储蓄率下降。企业设备支出保持两位数增长。
不计贸易、库存和政府支出的私人国内最终购买量第二季度按年率计算增长4.6%，较此前公布的4.2%有所上调。这一国内需求指标第一季度按年率计算增长1.8%，较此前公布的1.7%有所上调。
blob:https://www.reuters.com/fbdc599a-88b1-4c62-866a-ce5460955426
从收入方面计算，经济增速为2.6%，较最初预估的2.2%有所上调，反映出企业利润强劲。国内总收入第一季度按年率计算增长2.5%。GDP与GDI的平均值，也被称为国内总产出，被认为是衡量经济活动的更佳指标，上季度按年率计算增长2.4%。此前预估国内总产出增速为1.8%。第一季度国内总产出增速为2.5%。
美联储本月三年来首次上调利率，以遏制通胀。
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US second-quarter GDP revised higher amid robust consumer spending
2026-09-30 1:10 PM UTC / Reuters
[1/3]Shoppers walk down 5th Avenue in Manhattan in New York City, U.S., January 6, 2026. REUTERS/Angelina Katsanis Purchase Licensing Rights
WASHINGTON, Sept 30 (Reuters) – The US economy grew at a solid clip in the second quarter, driven by robust consumer spending and business investment related to the buildout of AI infrastructure.
Gross domestic product increased at a 2.2% annualized rate, revised up from the previously estimated 1.5% pace, the Commerce Department’s Bureau of Economic Analysis said in its third estimate of second-quarter GDP on Wednesday. Economists polled by Reuters had expected that GDP growth would be unrevised.
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The economy grew at a 2.5% rate in the first quarter. That was revised up from the previously reported 2.1% pace.
The BEA revised GDP data going back to 2021 to reflect updated information. The growth numbers suggest the economy has so far held up in the face of headwinds from the US-Israeli war with Iran, thanks to businesses aggressively investing in AI and generous tax refunds from last year’s tax legislation underpinning consumer spending.
Consumer spending, which accounts for more than two-thirds of the economy, grew at a 3.8% rate last quarter, revised up from the previously reported 3.4% pace. Spending grew at a 0.7% rate in January-March quarter.
But even as consumers continue to spend, household budgets are increasingly under strain from higher inflation, notably gasoline prices. A survey from the Conference Board on Tuesday showed consumer confidence diving to a near 12-1/2-year low in September.
Despite the anxiety over inflation, the vigorous pace of consumer spending appears to have continued in the third quarter, thanks to an AI-driven stock market rally as well as households tapping their savings and saving less. Business spending on equipment maintained double-digit growth.
Final sales to private domestic purchasers, which exclude trade, inventories and government spending, increased at a 4.6% pace in the second quarter. That was revised up from the previously reported 4.2% pace of growth. This measure of domestic demand increased at a 1.8% pace in the January-March quarter, revised up from the previously reported 1.7% rate.
blob:https://www.reuters.com/fbdc599a-88b1-4c62-866a-ce5460955426
When measured from the income side, the economy grew at a 2.6% rate, revised up from the initially estimated 2.2% pace, reflecting strong corporate profits. Gross domestic income increased at a 2.5% pace in the January-March quarter. The average of GDP and GDI, also referred to as gross domestic output and considered a better measure of economic activity, grew at a 2.4% rate last quarter. Gross domestic output was previously estimated to have increased at a 1.8% rate. Output increased at a 2.5% rate in the first quarter.
The Federal Reserve this month raised interest rates for the first time in three years to tame inflation.
Reporting by Lucia Mutikani; Editing by Chizu Nomiyama and Andrea Ricci
Our Standards: The Thomson Reuters Trust Principles.
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