--- title: "在伊朗戰爭持續數週後，美國的通貨膨脹加速上升" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/286114013.md" description: "2023 年 4 月，美國消費者價格上漲了 3.8%，是自 2023 年 5 月以來的最快增幅，這主要是由於中東持續衝突導致能源成本飆升。剔除食品和能源的核心指數也上漲了 2.8%。更高的燃料價格正在影響運輸和食品雜貨成本，汽油價格超過每加侖 4.50 美元。商業領袖預計未來一年通脹將平均達到 3.7%。儘管之前預計將在 2026 年降息，但由於這些通脹壓力，美聯儲可能會重新考慮降息" datetime: "2026-05-12T13:53:20.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286114013.md) - [en](https://longbridge.com/en/news/286114013.md) - [zh-HK](https://longbridge.com/zh-HK/news/286114013.md) --- # 在伊朗戰爭持續數週後，美國的通貨膨脹加速上升 Consumer prices in the United States rose at the fastest rate since May 2023 in April, as sharp increases in energy costs caused by war in the Middle East made life more expensive for American consumers. The consumer price index rose 3.8 per cent in April from a year earlier, the Labor Department reported on May 12, up from a 2.4 per cent annual increase before the conflict started in February and a 3.3 per cent increase in March. The increase was driven largely by energy prices, up 3.8 per cent since the previous month. But the “core” index, stripping out volatile food and energy prices, also rose 2.8 per cent over the year in April, up from 2.6 per cent in March. As the heat from US President Donald Trump’s tariffs has faded from inflation readings in 2026, shortages of commodities blocked from transiting through the Strait of Hormuz are taking its place as a pressure on prices. Average petrol prices are above US$4.50 per gallon, according to AAA, while diesel prices have nearly doubled. Higher fuel costs are bleeding into prices for transportation, including airline fares, which rose 2.8 per cent in April, as well as goods that get to market in a truck or on a boat. Grocery costs rose 2.9 per cent since April 2025, driven largely by the price of beef, which has been rising because of smaller cattle herds. A statistical quirk also pushed up the index, as federal surveys caught up from the government shutdown in autumn. Unable to collect housing data on its normal schedule, the Bureau of Labor Statistics had to wait until April, masking what might have been a swifter deceleration given cooling rents and home prices. Rents and the measure of costs for people who own their home both rose 3.3 per cent over the year, up from an annual increase of 3 per cent for the previous three months. Business leaders also see the higher costs filtering into prices. Chief executives surveyed quarterly by the Cleveland Fed on average see inflation running at 3.7 per cent over the next year, the highest expectation since April 2025, after Mr Trump imposed sweeping tariffs on most of the rest of the world. After the Supreme Court overturned that subset of tariffs, the average overall tariff rate stands at about 11 per cent, according to the Yale Budget Lab – before taking into account how consumers have gravitated towards goods subject to lower tariffs. Consumers have registered their disapproval with higher prices as well, through record low economic sentiment measures and deeply negative approval ratings for Mr Trump’s handling of the economy. Although the Federal Reserve has said it looks past swings in energy costs, as they are generally expected to recede before translating into underlying inflation, the hotter-than-expected measure will weaken the case for cutting interest rates in 2026. With the strong jobs report last week, many analysts had already moved back their forecasts for cuts into 2027. NYTIMES ### 相關股票 - [603353.CN](https://longbridge.com/zh-HK/quote/603353.CN.md) - [OXY.US](https://longbridge.com/zh-HK/quote/OXY.US.md) - [NEM.US](https://longbridge.com/zh-HK/quote/NEM.US.md) - [KGC.US](https://longbridge.com/zh-HK/quote/KGC.US.md) - [600547.CN](https://longbridge.com/zh-HK/quote/600547.CN.md) - [GLTR.US](https://longbridge.com/zh-HK/quote/GLTR.US.md) - [GDX.US](https://longbridge.com/zh-HK/quote/GDX.US.md) - [GDXU.US](https://longbridge.com/zh-HK/quote/GDXU.US.md) - [NUGT.US](https://longbridge.com/zh-HK/quote/NUGT.US.md) - [XES.US](https://longbridge.com/zh-HK/quote/XES.US.md) - [SGDJ.US](https://longbridge.com/zh-HK/quote/SGDJ.US.md) - [MLPA.US](https://longbridge.com/zh-HK/quote/MLPA.US.md) - [XOP.US](https://longbridge.com/zh-HK/quote/XOP.US.md) - [UGL.US](https://longbridge.com/zh-HK/quote/UGL.US.md) - [DBP.US](https://longbridge.com/zh-HK/quote/DBP.US.md) - [JNUG.US](https://longbridge.com/zh-HK/quote/JNUG.US.md) - [OIH.US](https://longbridge.com/zh-HK/quote/OIH.US.md) - [IEZ.US](https://longbridge.com/zh-HK/quote/IEZ.US.md) - [GLD.US](https://longbridge.com/zh-HK/quote/GLD.US.md) - [02824.HK](https://longbridge.com/zh-HK/quote/02824.HK.md) - [IEO.US](https://longbridge.com/zh-HK/quote/IEO.US.md) - [XLE.US](https://longbridge.com/zh-HK/quote/XLE.US.md) - [159309.CN](https://longbridge.com/zh-HK/quote/159309.CN.md) - [IXC.US](https://longbridge.com/zh-HK/quote/IXC.US.md) - [UCO.US](https://longbridge.com/zh-HK/quote/UCO.US.md) - [159731.CN](https://longbridge.com/zh-HK/quote/159731.CN.md) - [561360.CN](https://longbridge.com/zh-HK/quote/561360.CN.md) - [GDXW.US](https://longbridge.com/zh-HK/quote/GDXW.US.md) - [SGOL.US](https://longbridge.com/zh-HK/quote/SGOL.US.md) - [USO.US](https://longbridge.com/zh-HK/quote/USO.US.md) - [CRAK.US](https://longbridge.com/zh-HK/quote/CRAK.US.md) - [518850.CN](https://longbridge.com/zh-HK/quote/518850.CN.md) - [09824.HK](https://longbridge.com/zh-HK/quote/09824.HK.md) - [BNO.US](https://longbridge.com/zh-HK/quote/BNO.US.md) - [SGDM.US](https://longbridge.com/zh-HK/quote/SGDM.US.md) - [561760.CN](https://longbridge.com/zh-HK/quote/561760.CN.md) - [VDE.US](https://longbridge.com/zh-HK/quote/VDE.US.md) - [AMLP.US](https://longbridge.com/zh-HK/quote/AMLP.US.md) - [MLPX.US](https://longbridge.com/zh-HK/quote/MLPX.US.md) - [82824.HK](https://longbridge.com/zh-HK/quote/82824.HK.md) - [DIA.US](https://longbridge.com/zh-HK/quote/DIA.US.md) - [DJD.US](https://longbridge.com/zh-HK/quote/DJD.US.md) - [IVV.US](https://longbridge.com/zh-HK/quote/IVV.US.md) - [VOO.US](https://longbridge.com/zh-HK/quote/VOO.US.md) - [IUSA.UK](https://longbridge.com/zh-HK/quote/IUSA.UK.md) - [CSTNL.US](https://longbridge.com/zh-HK/quote/CSTNL.US.md) - [CSPX.UK](https://longbridge.com/zh-HK/quote/CSPX.UK.md) - [NYT.US](https://longbridge.com/zh-HK/quote/NYT.US.md) ## 相關資訊與研究 - [花旗喊 Brent 原油上看 120 美元 油市低估中東風險](https://longbridge.com/zh-HK/news/286971527.md) - [阿聯核電廠遭無人機攻擊 國際油價漲逾 1%](https://longbridge.com/zh-HK/news/286687819.md) - [金價靠穩 憂慮通脹加劇及貨幣政策收緊](https://longbridge.com/zh-HK/news/286825110.md) - [匯豐將殼牌及雷普索爾升至「買入」評級，同步上調目標價](https://longbridge.com/zh-HK/news/286759993.md) - [古爾斯比：美國經濟可能過熱](https://longbridge.com/zh-HK/news/286126366.md)