--- title: "奥本海默研究显示，由关税推动的价格上涨已经开始显现，并且预计未来还会有更多的涨价" description: "与特朗普政府的关税相关的零售价格上涨变得越来越普遍，本月有 34% 的跟踪产品出现了价格上涨，较 8 月份的 28% 有所上升。平均价格上涨幅度现在为 16%。Oppenheimer 指出，管理层讨论表明正在进行持续的关税驱动调整。美国最高法院即将就这些关税的合法性进行辩论。消费者通胀加速，而生产者价格意外下跌。百思买出现了显著的价格调整，而家得宝和 Lowe's 在某些产品上保持价格稳定" type: "news" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/257141198.md" published_at: "2025-09-12T15:22:07.000Z" --- # 奥本海默研究显示，由关税推动的价格上涨已经开始显现，并且预计未来还会有更多的涨价 > 与特朗普政府的关税相关的零售价格上涨变得越来越普遍，本月有 34% 的跟踪产品出现了价格上涨，较 8 月份的 28% 有所上升。平均价格上涨幅度现在为 16%。Oppenheimer 指出，管理层讨论表明正在进行持续的关税驱动调整。美国最高法院即将就这些关税的合法性进行辩论。消费者通胀加速，而生产者价格意外下跌。百思买出现了显著的价格调整，而家得宝和 Lowe's 在某些产品上保持价格稳定 (MT Newswires) -- Retail price increases tied to US President Donald Trump's tariffs are appearing to take hold, with such gains at consumer growth and e-commerce names likely to continue over the coming months, Oppenheimer said in a Friday client note. Prices of 66, or 34%, of about 200 products tracked by the brokerage moved higher this month, up from 28% of items that registered growth in August and 20% in July, according to the report. Oppenheimer's tracker assesses shifts in pricing within small baskets of likely tariff-impacted items across the consumer growth and e-commerce coverage. For products that did see price growth, the increase averaged at 16% this month, compared with 15% in August and 14% in July. "Conversations with managements of leading consumer enterprises suggest that tariff-driven price adjustments are starting to take shape, and are likely to continue at an expanding list of items over the next several months," Oppenheimer wrote in the note. "We believe this suggests potential challenges and/or benefits of forthcoming adjustments likely remain on the come." The US Supreme Court agreed to hear the Trump administration's arguments challenging a lower court ruling on tariffs, according to an order released earlier this week. The US Court of Appeals for the Federal Circuit recently ruled that most of tariffs were illegal. US consumer inflation accelerated at the fastest pace in seven months in August, while the annual core rate remained above 3%, according to government data released Thursday. Earlier in the week, data showed that producer prices fell for the first time in four months in August, defying Wall Street's expectations for a rise. Best Buy (BBY) represented 45% of upward price adjustments across consumer electronics, according to the brokerage. Home improvement retailers Home Depot (HD) and Lowe's (LOW) opted not to raise prices on a group of 20 products part of Oppenheimer's study. Home furnishing retailers Williams Sonoma (WSM) and Purple Innovation (PRPL) raised prices on 2 of the 20 products. The brokerage didn't see any "notable" increases at athletic apparel companies Nike (NKE) and Lululemon Athletica (LULU), while sporting goods retailers Dick's Sporting Goods (DKS) and Academy Sports & Outdoors (ASO) maintained prices on more popular products and raised on other, less-visible items. Price: 76.99, Change: -1.47, Percent Change: -1.87 ### Related Stocks - [HD.US - 家得宝](https://longbridge.com/zh-CN/quote/HD.US.md) - [BBY.US - 百思买](https://longbridge.com/zh-CN/quote/BBY.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Best Buy Stock: Analyst Estimates & Ratings | Best Buy Stock: Analyst Estimates & Ratings | [Link](https://longbridge.com/zh-CN/news/275461500.md) | | Best Buy Likely to Report 'Slight' Q3 Miss, Wedbush Says | Best Buy Likely to Report 'Slight' Q3 Miss, Wedbush Says | [Link](https://longbridge.com/zh-CN/news/266783961.md) | | Enel Purchases Approximately 372,000 Own Shares for EUR4 Million | Enel Spa has purchased 371,800 of its own shares for over EUR3.5 million at an average price of EUR9.4901 each. The tran | [Link](https://longbridge.com/zh-CN/news/276152722.md) | | Lottomatica Group S.p.A. completes unit buyback totaling €5,516,694 at an average price of 20.83 | Lottomatica Group S.p.A. has completed a share buyback of 264,903 ordinary shares at an average price of €20.83, totalin | [Link](https://longbridge.com/zh-CN/news/275621135.md) | | Steven Yi Sells 4,000 Shares of MediaAlpha (NYSE:MAX) Stock | Steven Yi, an insider at MediaAlpha (NYSE:MAX), sold 4,000 shares on February 11 at an average price of $7.99, totaling | [Link](https://longbridge.com/zh-CN/news/275757588.md) | --- > **免责声明**：本文内容仅供参考，不构成任何投资建议。