根据SemiAnalysis引用密歇根大学的数据，消费者信心已跌至1952年以来的最低点。这种下降归因于多种因素，包括食品杂货和汽油等必需品价格上涨，这些因素对家庭财务的影响比典型通货膨胀更为严重。对明年个人财务的预期远差于历史平均水平，这表明普遍存在经济悲观情绪。 AI
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消费者信心跌至1952年以来最低点
报道来源 [4]
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家庭对AI影响的看法发生转变
Households turning against AI impacts 🟠 Politics 🟠 AI regulation 🟠 Economic policy The gap between Wall Street optimism and Main Street anxiety is now a measurable macro signal. https://t.co/lb7fpeaXxc
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油价和汽油价上涨，食品杂货价格上涨，但这不仅仅是通货膨胀。1970年代通胀率曾高达14.5%，但当时民众情绪并未如此糟糕。
Oil and gasoline hurt, grocery prices hurt, but this is not just inflation. Inflation peaked at 14.5% in the 1970s, and sentiment wasn't this bad. Consumers as well as investors are hearing about job displacement from AI. (3/4) https://t.co/LWUuu6Gz4i
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明年个人财务预期较历史均值低4个以上标准差。
Expectations for personal finances next year are 4+ standard deviations below the historical mean. This is worse than was seen in the Covid or the housing crisis. (2/4) https://t.co/ozO4EUvxzY
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密歇根大学消费者信心指数创下自1952年以来最差纪录。
University of Michigan consumer sentiment just hit the worst reading since 1952. We are not in a recession, there aren't massive job losses. Gas is expensive and AI is scary. (1/4) 🧵 https://t.co/n5zujCBSVi